Tag: ai-infrastructure
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NVIDIA partners with SB Energy to secure AI factory infrastructure
649BNVIDIA announced a partnership with SB Energy to secure liquid power and shell (LPS) capacity at the PORTS-Pike Technology Campus in Portsmouth, Ohio, where OpenAI will operate as the tenant. The initial deployment is expected to provide 4.25 gigawatts of AI factory capacity using NVIDIA's full-stack AI factory platform. NVIDIA will support LPS infrastructure for approximately 4 gigawatts over a 20-year term through defined lease and power payment support and residual-value commitment. OpenAI has committed to substantial NVIDIA compute deployments through 2030, representing approximately 12 gigawatts with potential expansion to 16 gigawatts.
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NVIDIA secures exclusive AI compute at Ohio PORTS-Pike campus
598BNVIDIA announced a partnership with SB Energy to secure land, power, and shell capacity at the PORTS-Pike Technology Campus in Pike County, Ohio, exclusively hosting NVIDIA AI compute. OpenAI will be the customer, with an initial deployment supporting 4.25 IT-GW capacity and an option to extend beyond that. NVIDIA will invest $1.5 billion in SB Energy and provide credit support for initial buildout. The campus is planned to come online in phases beginning in 2028 and is expected to create tens of thousands of jobs while SB Energy invests at least $4.2 billion in regional grid infrastructure.
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NVIDIA Partners with Major Investors to Finance AI Infrastructure
564BNVIDIA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish financing platforms designed to mobilize over $500 billion in third-party capital for AI infrastructure buildout. NVIDIA positions AI compute as an investable infrastructure asset that generates revenue, improves through software updates, and can be redeployed across customers. The financial institutions will independently assess each opportunity, with NVIDIA potentially providing residual-value support of up to 25% on a project-by-project basis.
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NVIDIA, Google, Microsoft develop 800 VDC power architecture for AI factories
659BNVIDIA, Google, and Microsoft have developed 800 VDC architecture through the Open Compute Project to improve power distribution for AI compute. The architecture distributes power at higher voltage through direct current, reducing conversion stages and inefficiencies compared to traditional AC distribution. An NVIDIA MGX-compatible 800 VDC power rack arriving in the second half of 2026 enables hybrid deployment in existing AC infrastructure without building modifications. Over 80 equipment manufacturers are building products to this specification, with row power centers expected in 2027 and facility-scale DC power blocks planned for new installations.
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NVIDIA partners with major financial firms on $500B AI infrastructure financing
484BNVIDIA announced strategic partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish compute financing platforms designed to mobilize over $500 billion in third-party capital for AI infrastructure development. Memorandums of understanding have been signed to create dedicated pools of capital at scale for NVIDIA customers, including frontier AI labs, enterprises, and AI clouds. The partnerships remain subject to execution of final agreements.