Nvidia to provide up to $105 billion guarantee for OpenAI's Ohio data center

Live updates

1. 23d ago

   Nvidia underwrites $105 billion for OpenAI Ohio data center

   Nvidia is providing a $105 billion guarantee to support OpenAI's lease of a 4.25 GW data center in Ohio. As part of this infrastructure push, Nvidia invested $1.5 billion in SB Energy and joined a $500 billion AI funding coalition. These moves shift the primary risk of the project toward construction and execution. The financial backing ensures the facility can meet the massive power requirements needed for OpenAI's scaled AI operations.

   Why it matters

   The deal reflects Nvidia's evolution from a hardware supplier into a financier for AI infrastructure. This shift allows OpenAI to secure the physical footprint necessary for next-generation model training.

   What is confirmed

   • Nvidia is providing a $105 billion lease guarantee for OpenAI's Ohio data center.
   • Nvidia invested $1.5 billion in SB Energy.

   Still unconfirmed

   • Nvidia joined a $500 billion AI funding coalition.

   What to watch next

   • Nvidia earnings report on August 26
   • Confirmation of the project's total tax incentives in Effingham County
   Sources used for this update (4)

   1. www.ad-hoc-news.de — Nvidia's Balance Sheet Is Now Part of the Pitch as AI Infrastructure Bets Multiply
   2. www.tradingkey.com — NVIDIA Q1 FY2027: Revenue $81.6B Beat, Data Center +92%, but August 26 Guidance Test Will Prove Sustainability
   3. www.networkworld.com — Nvidia scales back financing guarantee for OpenAI data center
   4. www.wtoc.com — Records show Effingham County leaders finalized massive tax break for $20B OpenAI data center day before public announcement
   confidence 80%
2. 28d ago

   Nvidia to Back OpenAI Ohio Data Center With Up to $105 Billion

   Nvidia is providing a guarantee of up to $105 billion to support OpenAI's lease of a massive data center in Ohio. As part of the broader deal, Nvidia will also invest $1.5 billion in SB Energy. This financial backing secures the infrastructure necessary for OpenAI's expanded AI operations. The agreement involves a significant commitment of capital to ensure the facility's viability and power requirements are met as the AI industry scales its physical footprint.

   Why it matters

   Data centers require immense power and capital to support large-scale AI model training. By guaranteeing financing and investing in energy infrastructure, Nvidia ensures its hardware has the necessary environment to operate. This partnership strengthens the link between the primary AI chip provider and one of the largest AI developers.

   What is confirmed

   • Nvidia is providing a guarantee of up to $105 billion for OpenAI's data center in Ohio.
   • OpenAI has secured a lease for a large data center in Ohio.
   • Nvidia will invest $1.5 billion in SB Energy as part of the OpenAI data center deal.
   • OpenAI has joined the PORTS-Pike project.

   What to watch next

   • Confirmation of the specific timeline for the Ohio data center's completion
   • Details on the operational capacity of the PORTS-Pike project
   Sources used for this update (10)

   1. finance.yahoo.com — NVIDIA’s $3 Billion Bet on the Power Behind AI
   2. WSJ — OpenAI Locks In Lease for Huge Data Center in Ohio With Backing From Nvidia
   3. Reuters — Nvidia to invest $1.5 billion in SB Energy under OpenAI data center deal
   4. Axios — OpenAI announces massive data center in Ohio with Nvidia guarantee
   5. CNBC — Nvidia backs financing for OpenAI data center in Ohio
   6. Bloomberg.com — Nvidia to Invest Up to $105 Billion for OpenAI Data Center in Ohio
   7. NVIDIA Blog — Securing the Infrastructure of Intelligence
   8. Los Angeles Times — Nvidia’s $105-billion bet on Ohio data center supercharges AI arms race
   9. The New York Times — Nvidia to Back Ohio Data Center With as Much as $105 Billion
   10. OpenAI — OpenAI joins PORTS-Pike project
   confidence 100%