AI Compute Deals

SB Energy AI compute deals

SB Energy is party to 1 deal in the ledger, as the seller or provider. The 1 with a stated price add up to $105B in headline value. Stated capacity: 4.25 GW. Counterparties: OpenAI.

Verified 9 Nov 2026. Sums count each row’s headline figure as stated, cancelled deals excluded. Open in the full ledger

  1. NVIDIA guarantees up to $105B of OpenAI leases at SB Energy's PORTS campus (4.25 GW)

    Sells to OpenAI

    Cap on NVIDIA's guarantee exposure (NVIDIA 10-Q), phased over nine construction phases; covers defined lease and power payments, not the full site cost, and ends if OpenAI reaches a set credit rating. NVIDIA also invests $1.5 billion in SB Energy. Capacity comes online in phases from 2028.

    $105B1 4.25 GW signed