Overview
- Nvidia said it has teamed with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to build an independent compute‑financing platform that aims to mobilize more than $500 billion of third‑party capital and to treat AI compute as an investable asset.
- The company said it may provide up to 25% residual‑value support on selected projects to reduce lender concerns about future GPU and system obsolescence, while partners will independently underwrite each deal.
- Reporting shows Nvidia has materially scaled back its direct guarantees for the planned OpenAI‑linked Ohio data‑center project from an initially reported $250 billion to under about $120 billion, with a smaller guarantee expected to cover a roughly 5 GW first phase and OpenAI still pursuing a binding 10 GW lease.
- The Information reports Nvidia is also negotiating up to a $3 billion investment into SB Energy as part of three‑way talks to support the Ohio build; Goldman and Morgan Stanley are serving as advisors on parts of the transaction.
- OpenAI has dismantled its central risk‑prevention team while preparing for an IPO, a governance shift that changes how model and safety risk will be folded into commercial financing decisions and could speed deal timelines while drawing investor scrutiny.