Story perspectives

Nvidia to Provide Exclusive AI Compute for Ohio Campus

8/17/2026

Summary

Story summary

Jensen Huang announced $105 billion credit and $1.5 billion equity for an OpenAI data-center in Ohio.
SB Energy will own the campus under a 20-year lease with OpenAI as sole tenant.
Nvidia will be the exclusive AI compute provider, initially supplying 4.25 GW (expandable to 8 GW) and starting 800 MW in 2028.
Investor pressure forced Nvidia to cut its original $250 billion guarantee to under $120 billion, limiting the credit backstop to the first phase.

History

Historical Context

In 2012 AWS launched a large data-center campus in Northern Virginia, cementing the region’s status as the nation’s biggest data-center cluster—over 250 facilities by 2024. The move foreshadowed today’s AI-focused builds, such as Nvidia’s $105 billion credit pledge and SB Energy’s 20-year Ohio lease, tying regional economies to long-term AI infrastructure and intensifying competitive pressure on global tech rivals.

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Story summary

Jensen Huang announced $105 billion credit and $1.5 billion equity for an OpenAI data-center in Ohio.
SB Energy will own the campus under a 20-year lease with OpenAI as sole tenant.
Nvidia will be the exclusive AI compute provider, initially supplying 4.25 GW (expandable to 8 GW) and starting 800 MW in 2028.
Investor pressure forced Nvidia to cut its original $250 billion guarantee to under $120 billion, limiting the credit backstop to the first phase.

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