Nvidia and Elon Musk's xAI have joined the AI Infrastructure Partnership, a consortium backed by Microsoft, MGX, and BlackRock, to expand AI infrastructure in the United States.

Originally formed last year with a commitment to invest over$30 billion, the group aims to fund data centres and energy projects essential for AI applications. Investors have already pledged$100 billion for immediate deployment, with further capital expected over the next four years.

The partnership, formerly known as the AI consortium, is focused on raising funds from investors, corporations, and asset owners to support AI's growing energy and computing demands.

Nvidia will continue in its role as a technical advisor, while GE Vernova and NextEra Energy will contribute expertise in supply-chain planning and high-efficiency energy solutions.

The initiative aligns with a global push to secure AI dominance and meet the increasing demand for computational power.

AI training and large-scale data processing require vast amounts of energy, driving demand for specialised infrastructure. The consortium's investments will prioritise projects within the United States and the Organisation for Economic Co-operation and Development (OECD) countries.

The announcement follows the launch of Stargate, a separate AI infrastructure initiative backed by SoftBank, OpenAI, and Oracle, with plans to mobilise up to$500 billion.