NVIDIA Secures the PORTS-Pike AI Campus in Ohio With SB Energy and OpenAI
CONFIRMED87% CONFIDENCEThe release is dated August 17, 2026 ("NVIDIA[1] 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.
NVIDIA guarantees leases on about 4.25 GW of AI factory capacity at SB Energy's PORTS-Pike campus on the old Portsmouth uranium-enrichment plant in Pike County, Ohio, with OpenAI as tenant and NVIDIA's exposure capped at $105 billion.
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