Nvidia in Talks to Provide $250B Guarantee for OpenAI Ohio Data Center

According to the Wall Street Journal, Nvidia is in talks to provide about $250 billion in financing guarantees for OpenAI's large data center project in Ohio. This move signifies a deep binding between the leading GPU supplier and AI infrastructure expansion, potentially becoming one of the largest computing-related investments in recent years.

Confirmed

Multiple sources indicate the Ohio data center campus is planned with a capacity of 10 GW, developed by SoftBank, with total costs potentially exceeding $500 billion. The first phase is expected to be operational by 2028. Power supply arrangements will be controlled by the U.S. government. As relayed by @mkheck and @rohanpaulai, Nvidia's guarantee means it is not directly funding now but promises to cover if OpenAI defaults on loans or lease obligations. The guarantee covers debt for data center leasing and construction, not OpenAI's overall operations. Additionally, @快鲤鱼 noted that OpenAI reportedly became aware of the guarantee plan days after the matter occurred. Following the news, @GaryMarcus pointed out that Nvidia's stock fell nearly 2%, dragging down the broader market.

Unconfirmed

Currently, Nvidia's $250 billion guarantee is still in the negotiation stage, and final implementation is uncertain. Regarding Nvidia's motivation, @curiousvii analyzed that if Nvidia provides the guarantee, a more reasonable path would be to channel computing demand to emerging cloud service providers it supports, rather than benefiting hyperscale cloud vendors that are developing their own chips.

Why it matters

This event reflects the formation of tighter capital alliances across the AI industry chain. Addressing doubts about the $500 billion total cost, @firstadopter argued that given OpenAI's current annualized revenue (ARR) may already be in the hundreds of billions and could reach trillions in the coming years, such a massive infrastructure investment scale may not be exaggerated.

2026-07-27 ~ 2026-07-28 · 19 related posts

• Nvidia is reportedly discussing a $250 billion backstop for an OpenAI data center in Ohio — 4KTV · 2026-07-27
• [source] Nvidia reportedly discusses a $250B backstop for OpenAI’s Ohio data center — Wonderful_Buffalo_32 · 2026-07-27
• OpenAI ARR may already be in the tens of billions, making a $500B plan easier to swallow — firstadopter · 2026-07-27
• WSJ: Nvidia is in talks to backstop about $250 billion of OpenAI's data center plan — KateClarkTweets · 2026-07-27
• A repeat of the Nvidia–OpenAI $250B data-center guarantee report — rohanpaul_ai · 2026-07-27
• Nvidia reportedly weighs a $250 billion guarantee for OpenAI’s Ohio data-center deal — 快鲤鱼 · 2026-07-27
• Nvidia May Back OpenAI's Massive Compute Leases to Funnel Through NeoClouds — curious_vii · 2026-07-27
• [source] Nvidia reportedly eyes up to $250B of backing for OpenAI compute leases — GaryMarcus · 2026-07-27
• Post says Nvidia’s $250B OpenAI roundtrip is weighing on AI stocks — GaryMarcus · 2026-07-28

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