Nvidia Cuts OpenAI Data Center Guarantee Below $120B

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- Nvidia has scaled back its OpenAI data-center funding guarantee to less than $120 billion, according to WSJ, with Reuters identifying the Ohio OpenAI data center as the affected facility
- Nvidia is separately considering a $3 billion investment in SoftBank's SB Energy as part of the broader OpenAI data-center deal, according to The Information
Why it matters: Nvidia has cut its direct funding guarantee for the Ohio OpenAI data center to under $120 billion and is separately weighing a $3 billion investment in SoftBank's SB Energy, moving from a single blanket guarantee toward narrower, project-specific commitments to two different counterparties.
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