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The release is dated August 17, 2026 ("NVIDIA announced that it has secured land, power and shell (LPS) capacity through a partnership with SB Energy[5]"), and NVIDIA's 8-K says it announced the partnership and entered the residual value guaranties on August 17, 2026; the release gives no time, so the pin is all-day.
The developer's project site: a 10 GW data center across private and remediated DOE land, a 20-year lease with OpenAI and NVIDIA[1] credit support, 9.2 GW of new gas generation under the U.S.-Japan Strategic Trade and Investment Agreement, and a first 800 MW phase starting construction in 2026 with capacity online in phases beginning in 2028.
Trade analysis of the August 17 announcement and the 8-K: explains the $105 billion cap as a contingent residual-value guarantee rather than a capital commitment, and recaps the March 2026 plan (up to 10 GW of new generation including 9.2 GW of gas, $4.2 billion of AEP Ohio transmission, an initial 800-MW phase targeted for 2028).[1]
NVIDIA's[1] filing on the same day: residual value guaranties with SB Energy[5] on leases for about 4.25 GW of IT load at the Portsmouth Site, an option on about 3.8 GW more, an aggregate payment obligation capped at $105 billion, OpenAI as tenant (which reimburses NVIDIA for any payments), obligations ending no later than 20 years after lease commencement, and ready-for-service expected beginning in 2028.
SB Energy's own publication of the joint announcement, datelined Santa Clara and Redwood City, Aug. 17, 2026, with the same terms: exclusive NVIDIA[1] compute, a 20-year lease to OpenAI, 4.25 IT-GW initial capacity and NVIDIA's $1.5 billion investment in SB Energy.
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