Nvidia CEO Jensen Huang says land, power and data centres are becoming as crucial as chips as AI companies race to expand computing capacity.

OpenAI has signed a 20-year lease for 8 gigawatts of AI computing capacity at SB Energy's PORTS-Pike campus in Pike County, ...

OpenAI, SoftBank’s SB Energy, and Nvidia announced a massive 20-year data center site in ...

In a post on X, Huang said the AI industry was entering a phase where infrastructure availability could determine how quickly companies expand their AI capabilities, particularly as frontier AI ...

Nvidia has agreed to provide a more than $100bn backstop for a huge new OpenAI data centre in Ohio that is being developed ...

Nvidia has agreed to secure infrastructure for a planned 8-GW AI computing campus in Ohio that will serve OpenAI, while investing $1.5 billion in developer SB Energy.

Tech stocks fell Tuesday, as the Nasdaq dropped more than 1%. The Philadelphia Semiconductor Index also fell nearly 5%.

The $105B lease guarantee + $1.5B equity investment locks in long-duration demand for Nvidia compute (up to ~12–16 GW through ...

Nvidia has pledged up to $105 billion to guarantee lease payments for OpenAI's new data center in Ohio, with major investments planned for AI computing capacity and infrastructure development. The ...

Nvidia has made billions selling the chips powering the AI boom. Now the company CEO Jensen Huang says chips alone are not enough, and the company will now give AI labs infrastructure and power.

OpenAI announced a 10-year lease for a sprawling data center in central Ohio with financing partly guaranteed by Nvidia, ...

Nvidia's $105 billion OpenAI data center deal, announced Aug. 17 after a 5% selloff, still raises concerns after earlier dot-com comparisons.