Sources: Nvidia in talks to invest up to $3B in SoftBank-backed data center developer SB Energy that aims to IPO soon and is behind a huge OpenAI campus in Ohio
THE SO WHAT
Nvidia moving up the stack into a $3B stake in SB Energy — builder of OpenAI’s Ohio campus — shows that control of powered land and data center development is becoming as strategic as control of GPUs. If you’re planning large-scale AI workloads, you now have to underwrite your counterparties’ power, land, and financing risk, not just their cloud SKU roadmap.
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