Nvidia said to back $100bn OpenAI data center in Ohio

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Nvidia said to back $100bn OpenAI data center in Ohio Vlad Schepkov Mon, August 17, 2026 at 10:37 AM EDT 2 min read NVDA Investing.com -- Nvidia has agreed to provide more than $100 billion in credit support for a new OpenAI data center in Ohio, marking one of the largest AI infrastructure deals to date, according to a report by the Financial Times on Monday. The chipmaker will also invest $1.5 billion into SB Energy, an energy company founded as part of SoftBank Group in 2019. OpenAI plans to lease up to 8 gigawatts of AI computing power at the PORTS-Pike Technology Campus in Pike County, Ohio. The project is expected to be completed by 2032, with the first 800 megawatts scheduled to come online in 2028. SB Energy will build, own and operate the data center, while OpenAI will be the main customer under a 20-year lease. Nvidia will provide credit support for the land, power and infrastructure of the facility, capped at $105 billion, according to a regulatory filing. The support covers the development of the property, energy systems and warehouses that will house more than 1 million of Nvidia's AI chips. One condition requires the Ohio facility to be ready to begin operating in 2028. Jensen Huang, Nvidia's chief executive, stated in a blog post on Monday that the company is using its scale and long-term visibility to help build out AI infrastructure. He said land, power and infrastructure have become a critical constraint on AI factory deployment. Huang said Nvidia expects to generate $150 billion to $200 billion in revenue from the site as the exclusive supplier of computing systems. OpenAI's spending on Nvidia chips could reach as much as $600 billion by 2030 if the company extends the Ohio project beyond its initial 4.25 gigawatt commitment. The deal follows last week's $500 billion agreement between Nvidia and a group of Wall Street firms to support AI infrastructure development. SB Energy previously struck a $1 billion alliance with OpenAI in January. Nvidia said to back $100bn OpenAI data center in Ohio These 2 stocks are best positioned to benefit from higher uranium prices: analyst This sector is 'poised for a big, beautiful year': Truist

AI 시장 분석

According to the Financial Times, NVIDIA is providing credit guarantees for OpenAI's $100 billion data center project in Ohio and investing $1.5 billion through SB Energy. This mega-scale infrastructure investment aims for initial 800-megawatt operations by 2028, with NVIDIA expecting $150 billion to $200 billion in revenue through exclusive supply. Investors should monitor the surge in large-scale chip demand and power grid benefits resulting from AI infrastructure expansion.

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DYAX 전담 분석

NVIDIA's $100 billion credit guarantee and $1.5 billion investment via SB Energy are key drivers that resolve AI infrastructure bottlenecks and directly stimulate semiconductor demand. The Ohio project is set to accommodate over 1 million NVIDIA AI chips, acting as a powerful catalyst ensuring revenue growth for the semiconductor and related energy sectors for years to come.

In the bullish scenario, the 2028 operation target proceeds without a hitch, causing earnings for AI chip and energy infrastructure related stocks to soar, while in the bearish scenario, massive financing risks and power supply disruptions could occur. Key monitoring indicators are project progress rates, regulatory approval status, and order backlogs of the related power and semiconductor supply chains.

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