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Nvidia invests $1.5B in SB Energy to secure sole chip supply for OpenAI's Ports-Pike data center

Nvidia's $1.5 billion investment in SB Energy, plus up to $105 billion in credit, guarantees Nvidia as the sole compute infrastructure supplier for an OpenAI data center near Cincinnati that could scale to 8 gigawatts.

WHY IT MATTERS

This ties Nvidia's chip supply directly to one of the largest planned AI data centers in the U.S., locking in a massive customer while committing enormous capital. The facility's planned 9.2 gigawatt natural gas power plant, expected to cost $33 billion, underscores the energy scale required for next-generation AI infrastructure. Only one feed carries this story, so all details come from a single source.

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The three things worth knowing

01

Nvidia will invest $1.5 billion in SB Energy and provide up to $105 billion in credit to build the facility.

02

The investment makes Nvidia the sole supplier of compute infrastructure at OpenAI's Ports-Pike data center near Cincinnati, Ohio.

03

SB Energy will build a 9.2 gigawatt natural gas power plant on the site, expected to cost $33 billion.

THE CLUSTER

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