Nvidia's AI Power Play
Nvidia commits $250 billion guarantee for OpenAI's massive computing lease at SoftBank's Ohio hub
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Key Points
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SoftBank Group's energy subsidiary is developing the southern Ohio data center hub, highlighting SoftBank's involvement through its energy arm in AI infrastructure expansion.
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Nvidia's near-monopoly position on high-end AI training chips (H100 and successor GPUs) underpins the strategic appeal of the financing deal.
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The Ohio hub project is described as the largest data center construction plan announced worldwide, signaling unprecedented scale for AI infrastructure.
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Nvidia's GF Value is reported as about 368.30, suggesting the stock may be undervalued by roughly 43.8% at its current price, providing a contextual investment lens around the financing.
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A July 26 report (as cited) notes Nvidia is in talks to provide roughly $250 billion in guarantees to support OpenAI’s lease of compute capacity at the Ohio data center hub, illustrating the growing integration of data-center investment and AI compute demand.
Nvidia is in talks to provide roughly $250 billion in guarantees to back OpenAI's lease of computing power at a massive new data center in southern Ohio, according to Reuters. The deal would be one of the largest financing arrangements in technology history.
The Ohio facility is being built by SoftBank's energy subsidiary and could reach 10 gigawatts of capacity — enough to power a small city. Total project costs could near $500 billion, according to GuruFocus.
How a $250 Billion Guarantee Would Actually Work
A guarantee is a form of credit support. It tells lenders: if the borrower can't pay, we will. Nvidia's guarantee would help OpenAI secure the funding it needs to lease computing capacity at the Ohio hub. Without it, OpenAI's scale of borrowing would be much harder to pull off.
The Ohio data center is described as the largest such construction plan announced anywhere in the world, according to BigGo Finance. AI chips are in short supply, and locking in access to 10 gigawatts of compute would give OpenAI a major edge in training and running its AI models.
Nvidia Shifts From Chip Seller to Financial Power Broker
Nvidia already controls the market for high-end AI training chips, including its H100 and newer GPUs. Now it is positioning itself as a financial architect of AI infrastructure — not just a hardware supplier. That is a significant shift in how the company operates.
By backing OpenAI's lease deal, Nvidia gains leverage across the entire AI ecosystem. It ties the world's leading AI lab to its hardware and financing in a single arrangement. Bloomingbit noted the deal could reshape how AI compute is funded industry-wide.
SoftBank's Ohio Hub at the Center of AI's Buildout
SoftBank's energy arm is developing the southern Ohio site. The hub is a key piece of SoftBank's broader bet on AI infrastructure in the United States. The Japanese conglomerate has been pushing aggressively into American AI investment in 2025.
The 10-gigawatt scale of the project is staggering. For comparison, a typical large data center runs on about 100 megawatts. This facility would be 100 times that size. BigGo Finance called it a catalyst for OpenAI's ongoing expansion plans.
What This Means for the AI Infrastructure Race
The Nvidia-OpenAI-SoftBank triangle shows how AI is changing the way big tech money moves. Data centers, chip supply, and financing are no longer separate businesses. They are merging into one interconnected system, with a handful of players controlling the flow.
Nvidia's stock has soared on AI demand. GuruFocus reported the company's GF Value — a measure of fair price — at roughly $368, suggesting the stock may be undervalued by about 43.8% at its current price. A deal of this scale would only deepen Nvidia's central role in the AI economy.
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