NVIDIA secures 4.25 GW AI data center capacity via $105B guaranty with SB Energy; OpenAI tenant

NVIDIA CORP

NVIDIA entered residual value guaranties with SB Energy for 4.25 GW IT load at PORTS-Pike, Ohio; option for additional 3.8 GW.
Aggregate payment obligation capped at $105B; obligations begin 2028 upon ready-for-service conditions.
OpenAI will be tenant, deploying NVIDIA DSX AI factory platform; NVIDIA invests $1.5B in SB Energy.
SB Energy to build 10 GW new energy generation, invest $4.2B in grid; $80M community fund ($40M each from SB/SoftBank and OpenAI).
NVIDIA's guaranty triggers on OpenAI insolvency or payment default; OpenAI indemnifies NVIDIA.

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