NVDA · 8-K · 20260817PR000069
Customer Commitments and Demand
NVIDIA CORP · 2026-08-17 · Importance 37 · Surprise 42 · In source text
OpenAI will be the customer for the PORTS-Pike campus under a 20-year lease with SB Energy. The site is planned to provide OpenAI with 8 IT-GW of AI factory capacity, including an initial 4.25 IT-GW deployment. NVIDIA will be the exclusive AI compute infrastructure provider and OpenAI will use NVIDIA’s GPUs, CPUs, networking and DSX platform. Planned capacity is expected to begin coming online in phases in 2028.
Key facts
- NVIDIA will provide credit support on land, power, and shell buildout to secure initial 4.25 IT-GW, with an option to take the remaining 3.75 IT-GW. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| liability | negative | committed | — | NVIDIA will provide credit support on land, power, and shell buildout to secure initial 4.25 IT-GW, with an option to take the remaining… |
| revenue | positive | contingent | — | NVIDIA will provide credit support on land, power, and shell buildout to secure initial 4.25 IT-GW, with an option to take the remaining… |