$100B credit line from Nvidia to OpenAI for Ohio data center buildout is insane.
This isn't just infrastructure play—it's Nvidia locking in multi-year GPU demand while OpenAI scales compute.
Bullish for:
• $NVDA long-term revenue visibility
• AI compute tokens ($RNDR, $TAO)
• Cloud infra plays tied to hyperscale buildouts
OpenAI going full send on AGI race. Whoever controls compute wins the next decade.
This isn't just infrastructure play—it's Nvidia locking in multi-year GPU demand while OpenAI scales compute.
Bullish for:
• $NVDA long-term revenue visibility
• AI compute tokens ($RNDR, $TAO)
• Cloud infra plays tied to hyperscale buildouts
OpenAI going full send on AGI race. Whoever controls compute wins the next decade.