第一项始终是图钉的来源。总体可信度是各份资料对上方所用开始和结束时间支持程度的加权平均；资料每比最新的一份旧 180 天，权重减半。
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.
有遗漏或错误吗？用你自己的话说明：能佐证此图钉的链接、不同的开始或结束日期及理由，或缺失、有误的信息。AI 会对照此图钉的来源进行核实，搜索更好的来源，并添加任何支持你说法的页面。图钉自身的来源仍然最重要。
