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Nvidia to Provide Up to $105 Billion Guarantee for OpenAI’s Ohio Data Center

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Nvidia has agreed to provide up to $105 billion in financial guarantees to support OpenAI’s lease of a massive AI data center being developed in Ohio by SoftBank-owned SB Energy.

The chipmaker will also invest $1.5 billion in SB Energy, adding to earlier funding from OpenAI and SoftBank. Nvidia will serve as the exclusive chip supplier for the facility, which could eventually reach 8 gigawatts of capacity, with the first 800 megawatts expected to come online in 2028.

OpenAI has signed a 20-year lease for the Pike County site. Nvidia’s guarantee will cover portions of lease and power obligations while also protecting a minimum value for the facility if OpenAI defaults.

The arrangement reflects Nvidia’s growing role in financing the infrastructure built around its processors. While the strategy supports long-term demand for its AI chips, it has also raised investor concerns about increasingly interconnected funding relationships across the AI sector.

CEO Jensen Huang said the company is using its financial strength and long-term visibility to secure infrastructure where Nvidia hardware can operate across multiple generations.

The Ohio project will also require major energy investment. SoftBank and SB Energy plan to develop at least 10 gigawatts of new power generation and invest billions in regional grid infrastructure to support the site.

Cerebras Slumps as Mixed Quarterly Results Test AI Growth Narrative

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Cerebras Systems shares fell more than 18% in premarket trading after the AI chipmaker reported mixed quarterly results that raised fresh questions about whether its hardware business can sustain the growth needed to challenge Nvidia.

The company’s cloud business was the strongest part of the quarter, with revenue roughly quadrupling to $126 million from a year earlier. However, hardware sales, including AI chips, declined to $54.1 million from $70.3 million.

Cerebras also reported a weaker adjusted gross margin of 40.6%, down from 46.5% in the previous quarter, while total revenue missed analyst expectations despite the company raising its annual outlook.

The results suggest Cerebras is becoming increasingly dependent on cloud computing revenue rather than direct AI chip sales. That shift has complicated the company’s growth story, which had been built around positioning its specialized processors as an alternative to Nvidia’s dominant AI hardware.

Investor expectations remain high across the AI infrastructure sector after massive spending commitments from major technology companies. Cerebras shares had risen about 41% from their IPO price before the latest decline, reflecting optimism around continued expansion in AI computing demand.

Analysts now see execution as the key challenge, particularly as Cerebras must rapidly expand infrastructure capacity to support cloud growth while proving that its hardware business can remain competitive.

Foxconn and Intel Join Forces to Build Next-Generation AI Infrastructure

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Foxconn and Intel have announced a strategic partnership to jointly develop next-generation artificial intelligence infrastructure, strengthening their positions in one of the fastest-growing segments of the global technology industry as demand for AI computing capacity continues to accelerate.

The collaboration combines Intel’s processor and AI accelerator technologies with Foxconn’s large-scale manufacturing and system integration expertise. Together, the companies plan to build advanced AI data center equipment, including high-performance server racks powered by Intel Xeon processors and specialized AI chips designed for large-scale machine learning workloads.

Beyond traditional cloud infrastructure, the partnership also targets emerging applications where artificial intelligence is increasingly moving into the physical world. The companies intend to develop AI computing platforms for factories, smart cities, robotics, and other industrial environments, reflecting the growing importance of so-called “physical AI” systems.

A key focus of the alliance will be optimizing the broader AI hardware ecosystem through innovations in high-speed interconnects, cooling technologies, and energy efficiency. As AI models become larger and more computationally demanding, reducing power consumption and improving thermal management are becoming critical competitive advantages for infrastructure providers.

The agreement also opens the door for future collaboration on custom chip development and integrated AI systems, potentially allowing the two companies to compete more effectively against dominant AI infrastructure players. While financial details and customer commitments were not disclosed, the partnership highlights how manufacturers and semiconductor companies are increasingly aligning to capture the enormous investment flowing into AI data centers worldwide.

For Foxconn, the deal represents another step beyond its traditional role as an electronics assembler toward becoming a provider of advanced computing infrastructure. For Intel, it strengthens its ecosystem strategy as the company seeks to expand its influence in AI hardware markets dominated by Nvidia.

The partnership underscores a broader industry trend: the AI race is no longer centered only on chips themselves, but on complete computing platforms that integrate processors, manufacturing, networking, cooling, and intelligent system design.