NVIDIA secures land and power for OpenAI's next AI factory in Ohio
heyshrutimishra · x · 2026-08-18
NVIDIA has secured land and power for OpenAI's next AI factory at the PORTS-Pike site in Portsmouth, Ohio.
Key Facts & Data:
- Partnership Model: NVIDIA is backing the infrastructure (land, power, and shell) for a 20-year term, with OpenAI as the tenant.
- Initial Scale: The initial deployment is 4.25 gigawatts, enough to host roughly 1.5 million NVIDIA GPUs.
- Commercial Value: This single site represents a revenue opportunity of $150 to $200 billion for NVIDIA from a single generation of hardware.
- Long-term Planning: OpenAI has committed to approximately 12 gigawatts of total compute across all NVIDIA infrastructure through 2030, with a path to 16 gigawatts. Jensen Huang's team estimates the revenue opportunity at roughly $600 billion.
Core Insight:
The article notes that NVIDIA is not building AI or running models directly but is securing the physical infrastructure—land, power, and shell—that AI factories sit on.
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