Securing Infrastructure for Intelligence

The core infrastructure of the AI era is the AI factory, which transforms compute from energy and data into intelligence. In the AI economy, compute capability directly translates to revenue, necessitating not only advanced chips and networking but also critical resources such as LPS (Land, Power, Shell).

NVIDIA has secured LPS capacity at the PORTS-Pike Technology Campus in Portsmouth, Ohio, in partnership with SB Energy. This facility will serve as dedicated space to host OpenAI's computing.

Key deployment plans and scale are as follows:

• Initial Deployment Scale: Secured 4.25GW of AI factory capacity.
• Revenue Potential: Expected NVIDIA revenue of approximately $150 billion to $200 billion per generation.
• OpenAI's Scalability: Planned NVIDIA infrastructure of approximately 12GW to 16GW by 2030.

Frontier AI labs are growing so rapidly that they cannot independently secure infrastructure based solely on asset size or creditworthiness. NVIDIA acts as a Flywheel, directly securing infrastructure to resolve these compute constraints and support the growth of AI labs.