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Updated daily · 2026-09-20

Latest in ChipsRanked by KeyRank
ChipsThe Decoder
KeyRank 92

OpenAI signs record Ohio data center lease with Nvidia backing up to $105 billion

OpenAI's record 8GW data-center lease, backed by Nvidia's unprecedented residual-value guarantee, marks a structural shift in AI infrastructure financing. It also locks Nvidia as the exclusive supplier for one of the world's largest AI compute clusters — a vertical integration move that reshapes the chip-to-cloud stack and signals the scale at which frontier labs now operate.

2026-09-20

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