Nvidia will provide credit support capped at $105 billion for OpenAI's planned Ohio data center campus. The company will also invest $1.5 billion in SoftBank's SB Energy, which will build and operate the site under a 20-year lease. OpenAI plans to lease up to 8 gigawatts of AI computing power, with first capacity targeted for 2028.
Sentimentbullish 85
Strongly bullish · 85 of 100
Impact80
high · market-wide
Confidence95%
high confidence · 19 wires
Eventdeveloping
v19 · alerts feed only
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OpenAI's Nvidia purchase commitments could generate about $600 billion in revenue through 2030, with first 800MW capacity targeted for 2028bullish 90 · impact 80
Nvidia agrees to back up to $105 billion of OpenAI's 8 GW Ohio data centerbullish 70 · impact 10
Nvidia pledges $100 billion backing for OpenAI Ohio data centerbullish 80 · impact 70
Nvidia agrees to $105 billion credit support for OpenAI Ohio data centerbullish 70 · impact 10
OpenAI commits to roughly $600 billion of Nvidia compute through 2030bullish 80 · impact 70
OpenAI committed to substantial deployments of Nvidia AI infrastructure through 2030neutral 50 · impact 10
Nvidia: OpenAI committed to substantial deployments of Nvidia AI infrastructure through 2030
Nvidia to invest $1.5B in SB Energy for OpenAI Ohio campus, 4.25 GW initial capacitybullish 70 · impact 10
SB Energy to run OpenAI data center under 20-year leaseneutral 50 · impact 30
Nvidia to invest $1.5 billion in SB Energybullish 70 · impact 40
Nvidia commits to SB Energy's Ohio campus solely for its own AI computingneutral 50 · impact 40
Nvidia in talks to invest $3 billion in SB Energy for OpenAI data centerneutral 50 · impact 40
Nvidia and OpenAI rework Ohio data center deal; guarantee drops to under $120Bbullish 70 · impact 60
Nvidia reportedly in talks to invest up to $3 billion in SoftBank's SB Energy for OpenAI data centerbullish 60 · impact 10
Nvidia eyes $3 billion investment in SoftBank's SB Energy for OpenAI Ohio data centerbullish 65 · impact 30
Worth noting, $NVDA’s revised guarantee is now expected to come in under $120B, down from the roughly $250B initially discussed. The guarantee would now cover just the first ~5GWbearish 30 · impact 40
Nvidia close to providing $100B in credit support for OpenAI Ohio data center campusbullish 80 · impact 70 · this page
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