ComputeLabs Research

AI & Compute Infrastructure — August 17, 2026

Edition of · 20 stories

NVIDIA signed residual-value guaranties covering 4.25 IT gigawatts, capped at $105 billion, with ready-for-service conditions expected from 2028.

NVIDIA entered into multiple residual-value guaranties with SB Energy relating to leases covering approximately 4.25 gigawatts of aggregate information-technology load at the PORTS-Pike Technology Campus in Pike County, Ohio. Each guaranty generally becomes effective when the applicable lease commences, and NVIDIA’s cumulative payment obligation for the initial commitment is capped at $105 billion.

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