Nvidia, AI's Cosigner: $105B and Counting
Nvidia caps its guarantees for OpenAI's Ohio data-center campus leases at $105B, according to its 10-Q, as reported by Reuters and CNBC on 17 Aug 2026. Nvidia is in talks to provide credit support for Nscale's West Virginia data-center campus for Anthropic, The Information reported via Reuters on 29 Oct; the deal has not been signed and terms could still change. TechCrunch reported the talks on 30 Oct. Nscale's first 460MW contract with Anthropic is worth up to ~$44.6B, according to Nscale's S-1.
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- Primaryhttps://www.cnbc.com/2026/08/17/nvidia-financing-open-ai-data-center-ohio.html
- Alsohttps://www.reuters.com/business/media-telecom/nvidia-invest-15-billion-sb-energy-under-openai-data-center-deal-2026-08-17/
- Alsohttps://www.streetinsider.com/Reuters/Nvidia+in+talks+to+give+credit+support+for+Nscales+deal+with+Anthropic%2C+The+Information+reports/27259701.html
- Alsohttps://techcrunch.com/2026/10/30/nvidia-weighs-playing-the-cosigner-for-nscales-ai-data-center-in-west-virginia/