On August 17, it was reported that OpenAI has signed an agreement with SB Energy, a subsidiary of SoftBank, for a 10-gigawatt data center project in Ohio. According to sources familiar with the matter, the agreement is backed by a commitment from NVIDIA, aimed at helping OpenAI secure debt financing while avoiding excessive risk exposure for NVIDIA. NVIDIA has agreed to guarantee the value of the completed portions of the data center, starting from the first phase (approximately 5 gigawatts of power). In return, NVIDIA will become the exclusive chip supplier for the first half of the project and acquire an equity stake in SB Energy, with the option to extend the guarantee to the entire campus at a later stage. Sources indicate that NVIDIA's move is designed to make project financing more accessible and cost-effective. Even if OpenAI is no longer the tenant, its guarantee will enhance lenders' confidence in the data center's value retention. This commitment structure significantly reduces NVIDIA's risk exposure by guaranteeing the value of the data center assets rather than relying on OpenAI's continued rental payments.