OpenAI to lease massive new AI data center in US, backed by Nvidia
Yahoo Finance ·
OpenAI to lease massive new AI data center in US, backed by Nvidia AFP Mon, August 17, 2026 at 4:59 PM EDT 3 min read ChatGPT-maker OpenAI will lease a massive new data center in the United States for 20 years, backed by a $105 billion financing commitment from Nvidia, according to a regulatory filing published Monday. The project will be built on the site of a former Cold War-era uranium enrichment plant in Ohio and could eventually grow to have 8 gigawatts of capacity, making it the largest single data center for artificial intelligence (AI). The data center will also run "exclusively" on Nvidia chips. SoftBank and the data center's owner, a subsidiary called SB Energy, will invest more than $4 billion into local energy infrastructure and "build at least 10 GW of new energy generation" to power the data center. OpenAI will commit $40 million to "support local priorities." Additionally, Nvidia will invest $1.5 billion into SB Energy, though the company preemptively pushed back on critiques about so-called circular financing, which has fueled fears about an AI bubble that will eventually burst. "OpenAI will pay the lease," Nvidia wrote in a blog post on Monday, and continued that the deal was made with "the same discipline we apply to supply-chain management." However, Nvidia's financing guarantee, its largest, marks a shift in scale for a practice that has become common in the sector: despite explosive revenue growth, AI developers still depend on financial backing from their own suppliers to build the giant infrastructure underpinning this technological revolution. Nvidia previously considered providing a backstop of $250 billion dollars, according to the Wall Street Journal and Bloomberg in July. Nvidia's shares fell by 5 percent after those reports but they're up by more than 19 percent this year. "This is going to be a huge site, with enough computing power to help millions of people use AI to do things we can only start to imagine today," OpenAI CEO Sam Altman said in a statement. OpenAI expects the project to create 35,000 temporary construction jobs over six years and 2,500 "long-term operating jobs," it said in a blog post. Promises about jobs and energy investments are a response to growing hostility toward data centers, which need heavy amounts of electricity and water to operate. More than 70 percent of Americans oppose building them near their homes, according to a Gallup poll from March, and rising electricity bills, attributed in part to these sites, are fueling debate in the midterm elections. OpenAI and SB Energy maintain that they will cover the data center's energy and infrastructure costs without passing them on to local residents. It will initially have 4.25 GW of capacity with the possibility of adding an additional 3.75 GW. A nuclear power plant can provide around 1 GW of energy. The entire city of San Francisco consumed just over 5 GW of energy in 2024, according to state data. Last year, OpenAI, Nvidia and SoftBank – alongside other partners including Oracle – also announced a $500 billion, multiyear data center project called Stargate, in which they've committed to building out 10 GW of capacity across multiple sites. Half of that capacity is being built in UAE. Elon Musk's SpaceX, which now owns his AI subsidiary SpaceXAI, has 1 GW of capacity at its Colossus data centers across Tennessee and Mississippi. Meta has a 5 GW data center project in Louisiana.
AI 시장 분석
OpenAI announced a 20-year lease agreement to build a mega AI data center in Ohio, backed by $105 billion in funding from NVIDIA. The facility will expand to a capacity of up to 8 gigawatts (GW) and will exclusively run NVIDIA chips. This massive infrastructure investment is accelerating the growth of the AI ecosystem while focusing market attention on the surge in power demand.
상승 영향
- AI — A mega data center with a capacity of 8 GW is being built with an investment of $105 billion, exclusively featuring NVIDIA chips, which directly promotes revenue growth for related semiconductor and AI companies.
- Utilities — SB Energy and others are investing over $400 million to build more than 10 GW of new power infrastructure to operate the data center, causing orders for power and energy-related companies to surge.
하락 영향
- Electric Vehicles — As massive amounts of power are consumed to run the large-scale data center, upward pressure on electricity rates and concerns over energy shortages are growing, which could increase cost burdens for other industries such as manufacturing and electric vehicles.
DYAX 전담 분석
The mega data center project by OpenAI and NVIDIA is explosively driving demand for AI hardware and infrastructure, acting as a direct boon to the revenue growth of related companies. With the accompanying expansion of 10 GW of new power infrastructure, the capital circulation structure across the supply chain is being strengthened.
The bullish scenario is the acceleration of earnings for related companies driven by surging power and chip demand, while the bearish scenario is the realization of circular investment controversies and AI bubble concerns. Investors should monitor NVIDIA's chip supply volume and the progress speed of energy infrastructure construction as key indicators.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 31% · Bearish (Short) 69%
392 participants
Related News
- Nvidia Lines Up $105 Billion For OpenAI. Here's What it Means For Investors.
- Situational Awareness’ 13F Reveals an $11 Billion AI Bet That Unraveled in Under a Month
- 아밀릭스 주가, 3상 임상시험 결과 발표일 확정에 상승
- NorthStrive Acquisition, 나스닥에서 1억 달러 규모 IPO 가격 책정
- Financial Advisors Love Warren Buffett, but They Don’t Always Agree With Him
- BlackRock (BLK) & NVIDIA Corporation (NVDA): BlackRock’s Larry Fink Says the US Alone Needs 70 Gigawatts of Power for AI
