Nvidia is discussing a $250B guarantee for OpenAI’s 10GW Ohio data-center lease
rohanpaul_ai · x · 2026-07-27
WSJ reports that Nvidia is discussing a $250B guarantee that could back OpenAI’s 10GW Ohio data-center lease.
- The guarantee would cover lease obligations and construction debt, not a cash transfer to OpenAI.
- Lenders would treat Nvidia’s credit as protection against default, helping SB Energy finance the campus on better terms.
- The structure links three parties: SB Energy builds, OpenAI rents, and Nvidia absorbs part of the risk.
- The DOE-confirmed site pairs 10GW of data-center capacity with 10GW of new generation.
- Separate talks could finance another $350B of chips, deepening Nvidia’s role from supplier to credit backstop.
The core question is whether OpenAI can monetize that capacity before Nvidia’s support becomes a balance-sheet liability.
Related event: Nvidia in Talks to Provide $250B Guarantee for OpenAI Ohio Data Center(19 posts)→
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