$105.0B (ceiling) (contingent guarantee, not in the totals) — 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) (contingent guarantee, not in the totals) — 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
the working
Basis
$105.0B (ceiling) (contingent guarantee, not in the totals) — 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 21
- 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
- Lab IPO Wave
- Nvidia as Lender
- Oracle's Stargate Bet
- The #2 Cashes In
- The Rogue Agent
- The Backlash Prices In
A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to OpenAI.