Nvidia in talks to invest $3 billion in SB Energy as part of OpenAI data center deal, the Information reports

Nvidia is reportedly negotiating a major expansion of its exposure to the OpenAI Ohio data center project, with talks to invest as much as $3 billion in SB Energy, the SoftBank subsidiary developing the campus. The investment would be part of broader discussions in which Nvidia could provide around $100 billion in credit support for the planned data center. The news reinforces the scale of AI infrastructure spending and suggests Nvidia is willing to use its balance sheet to secure strategic compute capacity tied to OpenAI demand. While Reuters could not independently verify the report, the prospect underscores the intensity of competition among AI chip and infrastructure players and could be viewed as supportive for Nvidia’s long-term revenue opportunities, but also raises financing and execution risk around an enormous project.