Nvidia 向 SoftBank 旗下数据中心开发商投资 15 亿美元，为 OpenAI 项目提供芯片

Nvidia 周一表示，将向与 SoftBank 和 OpenAI 有关联的数据中心开发商 SB Energy 投资 15 亿美元。

根据该公司向美国证券交易委员会（SEC）提交的文件，这项投资确保 Nvidia 将成为 OpenAI 位于俄亥俄州辛辛那提附近 Ports-Pike 数据中心的唯一计算基础设施供应商。Nvidia 还将提供最高 1050 亿美元的信贷，以协助建设该设施；其规模可从初始的 4.25 吉瓦扩展至 8 吉瓦。

SB Energy 的现有投资者包括 SoftBank 和 OpenAI。SoftBank 此前持有价值 58 亿美元的 Nvidia 股票，并于11 月出售，以帮助为其他 AI 投资提供资金。

这家数据中心与电力开发商将在该地点建设一座 9.2 吉瓦的天然气发电厂。该地块归美国能源部所有，过去曾为美国核武库以及美国海军潜艇浓缩铀。

这座发电厂预计将耗资 330 亿美元。据 BloombergNEF 数据，这一高昂成本反映出天然气发电厂建设成本急剧攀升，过去两年已上涨 66%。

当 SB Energy 的发电厂及其他项目建成时，它们将与出口市场争夺天然气；这种叠加效应可能导致美国部分地区的天然气价格上涨至原来的三倍。

Nvidia said on Monday that it will invest $1.5 billion in SB Energy, a data center linked to SoftBank and OpenAI.

The investment ensures that Nvidia will be the sole supplier of compute infrastructure at OpenAI’s Ports-Pike data center near Cincinnati, Ohio. Nvidia will also provide up to $105 billion in credit to help build the facility, which could scale from an initial 4.25 gigawatts to 8 gigawatts in size, according to documents the company filed with the SEC.

SB Energy’s existing investors include SoftBank and OpenAI. SoftBank had previously held $5.8 billion worth of Nvidia stock, which it sold in November to help fund other AI investments.

The data center and power developer will build a 9.2 gigawatt natural gas power plant on the site, which is land owned by the U.S. Department of Energy. The site previously enriched uranium for the U.S. nuclear arsenal and for U.S. Navy submarines.

The power plant is expected to cost $33 billion. The steep sum reflects the skyrocketing costs of building natural gas power plants, which have risen 66% in the last two years, according to BloombergNEF.

By the time SB Energy’s power plant and others are completed, they’ll be competing for natural gas with export markets, a confluence that could triple natural gas prices in some parts of the country.