英伟达对OpenAI俄亥俄项目的担保降至1200亿美元以下
据《华尔街日报》报道，英伟达为OpenAI计划中的俄亥俄州数据中心提供的初始担保，预计将低于1200亿美元，此前讨论的规模是2500亿美元。担保缩水之后，外界开始关注这座10GW园区怎么融资。
林晓雯人工智能、模型与技术
担保额下调至1200亿美元以下
《华尔街日报》周五报道，英伟达修改了支持OpenAI拟建俄亥俄州数据中心项目的方案，初始担保预计低于1200亿美元，此前讨论的数字是2500亿美元。Data Centre Magazine援引《华尔街日报》的报道称，整个项目规模可能超过5000亿美元，其中包含为该项目供应的英伟达芯片。
知情人士向《华尔街日报》透露，OpenAI就租赁该地块已谈判数周，进展深入。据Data Centre Magazine报道，这项担保将支持OpenAI租赁软银在俄亥俄州南部开发的10GW园区容量。该刊称，项目如果建成，将是已宣布的、为支持人工智能负载而建设的最大数据中心项目之一。
担保为何重要
Data Centre Magazine报道称，OpenAI是一家尚未盈利的私营公司，英伟达的背书可能帮它以更有利的条件获得债务融资。担保还能降低放贷风险，增强SB Energy获取融资的能力。SB Energy是开发俄亥俄项目的软银子公司。
据Business Times报道，SB Energy同样获得OpenAI的支持，从事大规模电力和数据中心基础设施项目的开发。该公司成立于2019年，目前正在建设多个数据中心园区，以满足人工智能负载带来的持续上升的需求。
美国能源部表示，软银与SB Energy计划建设至少9.2GW的天然气发电能力，为10GW的数据中心容量供电。部分协议内容已通过美国总统唐纳德·特朗普的《美日战略贸易与投资协议》公布，其中包括333亿美元的日方资金。
股权与IPO条款
据The Information 8月15日援引知情人士的报道，英伟达还在洽谈向SB Energy投资最多30亿美元。这项拟议投资是围绕为俄亥俄园区提供约1000亿美元信贷支持所进行谈判的一部分。
据The Information报道，英伟达讨论过在俄亥俄交易签署时投入30亿美元中的一半，另一半作为SB Energy计划中的首次公开募股的一部分。SB Energy力争最早在9月上市，可能至少募资50亿美元。
据路透社报道，英伟达和SB Energy在正常工作时间之外未立即回应置评请求。
尚未确认的部分
上述担保报道尚未得到英伟达或SB Energy的确认。
资料来源
36- 01NVIDIA Talks: Backing OpenAI's US$500bn Ohio AI Data CentreEN
- 02CoreWeave Says Nvidia Has Its Back on Data Center FinancingEN
- 03Nvidia in talks to invest US$3 billion in SoftBank subsidiary for OpenAI data centre project: reportEN
- 04Nvidia weighs debt guarantee for Nscale West Virginia AI data centerEN
- 05Nvidia Weighs Billions in Credit Guarantees to Support Nscale's $45bn Anthropic Data Centre DealEN
- 06Nvidia Expands AI Investment Network with Billions in Credit Support for Data Centre ProjectsEN
- 07NVIDIA & Japan: The World's First National AI Infrastructure - Data Centre MagazineEN
- 08How NVIDIA and SK Telecom are Growing AI Computing Capacity - Data Centre MagazineEN
- 09Nvidia weighs guaranteeing financing for Nscale’s planned West Virginia data centerEN
- 10Nvidia Weighs Billions in Debt Guarantees for Nscale Data CenterEN
- 11Nvidia in talks to give credit support for Nscale's deal with AnthropicEN
- 12OpenAI is stepping back from NDAs for data center projectsEN
- 13Google’s first Wyoming data centre will run on gas with carbon captureEN
- 14Nvidia in talks to give credit support for Nscale's deal with Anthropic, The Information reports - CNAEN
- 15 Chinese AI lab Moonshot reportedly looked at European data centers to access Nvidia chips, report claims EN
- 16Brazilian Credit Guarantor Fund Data Breach Affecting PII and Payout DataEN
- 17Aluminum–Air Generators for Data Centres Face a Metal Logistics TestEN
- 18 Nvidia tells data center operators to limit business from Chinese customers with new global restrictions, report claims EN
- 19NVIDIA Considers Credit Guarantee for Nscale Data Center Project in West VirginiaEN
- 20Google to serve as credit backstop for TeraWulf data center in KentuckyEN
- 21Iterated creation, grading, and revision of data science projects by language modelsEN
- 22Meta warns that election backlash against data centers could make AI expansion harderEN
- 23Enforcement, pricing, and the tax credit windowEN
- 24Activists across Europe prepare two days of protests against datacentresEN
- 25Nvidia Weighs Cosigning Debt For Nscale's West Virginia AI Data Center - Startup FortuneEN
- 26Nvidia weighs playing the cosigner for Nscale’s AI data center in West Virginia - TechCrunchEN
- 27Bank of England queries speculative data center loans tied to projects without tenantsEN
- 28Renewable Innovations joins US DOE lab project on fuel cell power for AI data centersEN
- 29Nvidia weighs billions in credit guarantees for Nscale’s West Virginia AI campusEN
- 30Voters rejected AI data centers over resource concerns. Here's why measuring water usage is hardEN
- 31Voters rebuff data centers in every ballot measure except one during the 2026 midtermsEN
- 32Dropbox acquires Tigris Data for $350M to bolster its AI infrastructureEN
- 33Electric cars are about to overtake petrol in the UK, data showsEN
- 34OpenAI pledges to halt NDAs in new data center policy proposal after election rebukeEN
- 35The Results Are In: Voters Hate Data CentersEN
- 36Nvidia, Municipal Leaders Frame AI as Critical Urban InfrastructureEN
本文所有数字与引语均来自下列来源，未添加来源之外的内容。
本内容由编辑部在人工智能辅助下制作完成。
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