$NVDA just locked in a $105B lease guarantee for OpenAI's Ohio data center—backed by SoftBank's SB Energy. This isn't just a deal, it's infrastructure dominance.
Here's what matters:
$NVDA investing $1.5B into SB Energy and securing up to 8 gigawatts of AI compute capacity under a 20-year lease. They're not renting—they're owning the rails.
Phased rollout starts 2028 in Pike County, Ohio. Initial 4.25 GW, with an option for another 3.75 GW. $NVDA supplying ALL the AI infrastructure exclusively.
SoftBank + SB Energy building 10+ gigawatts of new power gen and dropping $4.2B into regional grid upgrades with AEP Ohio. This is nation-state level capex.
Jensen Huang says OpenAI's chip spending alone = $600B of compute capacity through 2030. That's not a customer—that's a captive revenue stream.
35,000 construction jobs + 2,500 permanent ops jobs. This is economic moat-building in real time.
Context: Last week $NVDA partnered with 6 major banks on $500B+ in third-party AI infra financing. They're not just selling chips—they're financing the entire AI stack.
TLDR: $NVDA is vertically integrating AI infrastructure at a scale that makes everyone else look like they're playing with LEGOs. Bullish doesn't even cover it.
Here's what matters:
$NVDA investing $1.5B into SB Energy and securing up to 8 gigawatts of AI compute capacity under a 20-year lease. They're not renting—they're owning the rails.
Phased rollout starts 2028 in Pike County, Ohio. Initial 4.25 GW, with an option for another 3.75 GW. $NVDA supplying ALL the AI infrastructure exclusively.
SoftBank + SB Energy building 10+ gigawatts of new power gen and dropping $4.2B into regional grid upgrades with AEP Ohio. This is nation-state level capex.
Jensen Huang says OpenAI's chip spending alone = $600B of compute capacity through 2030. That's not a customer—that's a captive revenue stream.
35,000 construction jobs + 2,500 permanent ops jobs. This is economic moat-building in real time.
Context: Last week $NVDA partnered with 6 major banks on $500B+ in third-party AI infra financing. They're not just selling chips—they're financing the entire AI stack.
TLDR: $NVDA is vertically integrating AI infrastructure at a scale that makes everyone else look like they're playing with LEGOs. Bullish doesn't even cover it.