OpenAI Infrastructure and Compute Expansion

NVIDIA filed 8-K confirming $105B residual value guarantee for a 4.25 GW Ohio data center (OpenAI tenant), with optional 3.8 GW more. Nvidia also investing $1.5B in SB Energy, the data center builder behind the Ohio project, offering $105B in credit. Cerebras securing $20B+ deal/equity stake. Broadcom in $18B custom chip financing talks. AMD $90B 6GW GPU deal for Stargate. Qualcomm partnering on custom smartphone processors. These moves signal massive compute buildout ahead of next-gen models and IPO, deepening partnerships with key hardware suppliers.