La première entrée est toujours la source de l’épingle. La confiance globale est une moyenne pondérée de la fermeté avec laquelle chaque référence étaye les heures de début et de fin retenues ci-dessus ; une référence compte moitié moins pour chaque tranche de 180 jours d’ancienneté par rapport à la plus récente.
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.
Il manque quelque chose ou une erreur s'est glissée ? Dites-le avec vos mots : un lien qui étaye cette épingle, une autre date de début ou de fin et pourquoi, ou une information absente ou erronée. L'IA la vérifie au regard des sources de l'épingle, en cherche de meilleures et ajoute toute page qui vous donne raison. Les sources de l'épingle restent celles qui comptent le plus.
