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Nvidia Partners With SB Energy for Ohio AI Factory Site

Nvidia and SB Energy will provide 4.25 gigawatts of infrastructure capacity at an Ohio campus where OpenAI will deploy AI systems.

WHAT YOU NEED TO KNOW
  • Nvidia and SB Energy are securing an initial 4.25 gigawatts of data center capacity in Portsmouth, Ohio, with OpenAI operating the site.
  • Each hardware generation at the campus could represent approximately 1.5 million GPUs and $150 billion to $200 billion in Nvidia revenue over a 20-year period.
  • Nvidia's financial backing covers defined lease, power, and residual-value commitments for roughly 4 gigawatts, taking effect between 2028 and 2030.
  • OpenAI's planned infrastructure pipeline through 2030 totals roughly 12 gigawatts, expandable to 16 gigawatts.

Nvidia announced a partnership with SB Energy to secure land, power, and shell infrastructure capacity at the PORTS-Pike Technology Campus in Portsmouth, Ohio, to host compute hardware for OpenAI.

OpenAI will build and operate the facility using Nvidia's full-stack DSX platform, which includes graphics processing units, central processors, networking equipment, and software. The initial deployment involves 4.25 gigawatts of capacity. Nvidia said each hardware generation deployed at the campus could represent roughly 1.5 million GPUs, accounting for $150 billion to $200 billion in company revenue across multiple 20-year upgrade cycles.

The agreement permits Nvidia to expand the Portsmouth site by another 3.75 gigawatts. Beyond this location, OpenAI has committed to approximately 12 gigawatts of Nvidia infrastructure through 2030, with the potential to reach 16 gigawatts if the Ohio site is extended. Nvidia estimated the total scope of OpenAI's planned deployments through 2030 at approximately $600 billion.

Financial commitments

OpenAI will pay the facility lease directly. Nvidia is supporting the site by backing approximately 4 gigawatts of infrastructure over a 20-year term, limited to defined portions of lease and power payments alongside a residual-value commitment. The support phases in as facilities become operational between 2028 and 2030, with Nvidia's remaining financial exposure decreasing as OpenAI makes payments.

SB Energy and Nvidia are dedicating the campus exclusively to Nvidia hardware, though Nvidia stated the infrastructure can be transferred to other cloud providers, startups, or enterprise customers if needed. Nvidia added that most of its customers, including large cloud service providers, will continue to contract their own land, power, and facilities independently.

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