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● TRACKER Updated 29d ago · 10 sources tracked

Nvidia eyes investing $3 billion in SB Energy under OpenAI data center deal, Information says

Nvidia is reducing its financial backing for OpenAI's 10GW data center campus in Ohio. While previous plans involved a $250 billion guarantee, reports indicate Nvidia has downsized this commitment, with some sources citing a new figure of $120 billion and others stating it is close to a deal for roughly $100 billion. Simultaneously, Nvidia is considering a $3 billion investment in SoftBank's SB Energy as part of the broader data center arrangement to secure power infrastructure.

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  • Nvidia is scaling back a $250 billion funding guarantee for an OpenAI data center in Ohio.
  • Nvidia is weighing a $3 billion investment in SoftBank's SB Energy for the Ohio AI data center.
🛡️ Source Corroboration: 10 independent reporting domains (80% confidence) ⏱ Read time: ~2 min

What changed

Nvidia reduced its credit guarantee for the Ohio campus from $250 billion to a lower amount between $100 billion and $120 billion.

Live updates

  1. Nvidia scales back funding guarantee for OpenAI Ohio data center

    Nvidia is reducing its financial backing for OpenAI's 10GW data center campus in Ohio. While previous plans involved a $250 billion guarantee, reports indicate Nvidia has downsized this commitment, with some sources citing a new figure of $120 billion and others stating it is close to a deal for roughly $100 billion. Simultaneously, Nvidia is considering a $3 billion investment in SoftBank's SB Energy as part of the broader data center arrangement to secure power infrastructure.

    Why it matters

    The Ohio project is a massive infrastructure effort to support OpenAI's expanding AI capabilities. The scale of the funding guarantee reflects the immense capital required for 10GW of power and hardware. These adjustments suggest shifting risk assessments regarding the project's financial or operational viability.

    What is confirmed

    • Nvidia is scaling back a $250 billion funding guarantee for an OpenAI data center in Ohio.
    • Nvidia is weighing a $3 billion investment in SoftBank's SB Energy for the Ohio AI data center.

    Still unconfirmed

    • Nvidia is nearing a deal to guarantee roughly $100 billion in credit for OpenAI.
    • Nvidia cut over $130 billion from the campus backing due to risk concerns.

    What to watch next

    • Confirmation of the final guaranteed credit amount
    • Official announcement of the SB Energy investment
    • Updates on the 10GW campus construction timeline
    Sources used for this update (13)
    1. Reuters — Nvidia scales back funding guarantee for Ohio OpenAI data center, WSJ reports
    2. WSJ — Exclusive | Nvidia Downsizes Plans for $250 Billion Guarantee of OpenAI Data Center
    3. The Information — Nvidia Close to Deal to Guarantee About $100 Billion in Credit for OpenAI
    4. Yahoo Finance — Nvidia scales back $250 billion OpenAI data center guarantee, WSJ reports
    5. CNBC — Nvidia eyes investing $3 billion in SoftBank's SB Energy under OpenAI data center deal, Information says
    6. Investing.com — Nvidia weighs $3 bln in SB Energy for Ohio AI data center - The Information
    7. Reuters — Nvidia eyes investing $3 billion in SB Energy under OpenAI data center deal, Information says
    8. finance.yahoo.com — NVIDIA’s $3 Billion Bet on the Power Behind AI
    9. Interesting Engineering — Nvidia cuts $130B+ from OpenAI’s 10GW Ohio campus backing amid risk concerns: Reports
    10. The Information — Nvidia Nears Deal to Guarantee Roughly $100 Billion in Credit for OpenAI
    11. Seeking Alpha — AM Markets Need to Know: Nvidia cuts OpenAI backing, WLFI wins approval, and more (SP500:)
    12. qz.com — Nvidia cuts OpenAI Ohio data center guarantee to $120 billion
    confidence 80%
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