NVIDIA Backs Its Own Ohio AI Campus With Credit, OpenAI as Tenant
As seen on the 24/7 Wall St. homepage on August 17, 2026.
NVIDIA Guarantees SB Energy's PORTS-Pike Technology Campus in Ohio to Exclusively Host NVIDIA AI Compute
Nvidia is now underwriting its own demand: it is putting up credit support for the first 4.25 IT-GW of Ohio capacity in developer SB Energy, with OpenAI signing on as the tenant. Capacity phases in starting 2028, locking a multi-year DSX-based revenue channel to a single anchor customer.
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NVIDIA is putting up its own credit support to backstop a data center deal, giving SB Energy the confidence to build 4.25 IT-GW at the PORTS-Pike Technology Campus in Pike County, Ohio, exclusively for NVIDIA compute.
OpenAI is the anchor tenant, so the chain runs from NVIDIA's balance sheet through SB Energy's infrastructure to the model-training workloads of the most prominent AI lab in the world.
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Capacity begins phasing in starting 2028, making this a multi-year revenue commitment tied to a single customer that reduces volume uncertainty while concentrating counterparty exposure.
NVIDIA is now willing to use its own credit to manufacture demand certainty at scale, treating the infrastructure buildout as a long-term competitive moat.
Mentioned: NVDA