$105.0B (ceiling) — Guarantee obligations "capped at a total of $105 billion," becoming effective in phases as the leased data centers reach service readiness (first phase expected fiscal 2029); Nvidia also holds an option to extend credit support to roughly 3.8 additional GW as the site scales toward 8GW total
$105.0B (ceiling) — Guarantee obligations "capped at a total of $105 billion," becoming effective in phases as the leased data centers reach service readiness (first phase expected fiscal 2029); Nvidia also holds an option to extend credit support to roughly 3.8 additional GW as the site scales toward 8GW total
Sourced figures 1
- Nvidia Form 8-K, Q2 FY2027 CFO commentary (SEC filing, direct fetch) In August 2026, we entered into guarantees to provide credit support on the land, power, and shell buildout to secure approximately 4.25 gigawatts (GW) at SB Energy's PORTS-Pike Technology Campus in Ohio, which will exclusively host NVIDIA infrastructure under 20-year leases to OpenAI... Our guarantee obligations are capped at a total of $105 billion
the working
Basis
$105.0B (ceiling) — Guarantee obligations "capped at a total of $105 billion," becoming effective in phases as the leased data centers reach service readiness (first phase expected fiscal 2029); Nvidia also holds an option to extend credit support to roughly 3.8 additional GW as the site scales toward 8GW total
Threads 24
- GPT-5.6
- Jalapeño
- OpenAI IPO
- Microsoft's Hedge
- Circular Financing
- Stargate
- Frontier Gatekeeping
- Containment Breach
- Nippon Life v. OpenAI
- Where the Capex Lands
- Compute Spend
- Datacenter Sites
- Nvidia's Order Book
- In-House Silicon
- Camellia
- Big Tech into Health
- OpenAI Health
- Lab IPO Wave
- Nvidia as Lender
- Oracle's Stargate Bet
- The #2 Cashes In
- The Rogue Agent
- AI Psychosis
- The Backlash Prices In
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