Securing the Infrastructure of Intelligence

AI factories are the defining infrastructure of the AI era—where compute transforms energy and data into intelligence that powers every business, industry and country.

In the AI economy, compute is revenue.

AI factories require a full stack of critical resources: advanced chips, packaging, memory, and networking – as well as land, power and shell.

Just as NVIDIA has used its scale, long-term visibility and supply-chain partnerships to secure critical semiconductor resources, we are now applying that same discipline to secure LPS capacity exclusively for NVIDIA AI factories.

Today, we are partnering with SB Energy to secure LPS capacity at the exceptional PORTS-Pike Technology Campus in Portsmouth, Ohio, to host NVIDIA compute. OpenAI will be the tenant.

LPS: The Next Strategic Resource

For the vast majority of NVIDIA customers, securing LPS has long been a part of their infrastructure strategy.

The world’s largest cloud service providers and investment-grade enterprises have balance sheets, infrastructure expertise, and long-term contracts to secure LPS independently. They build and operate AI factories using NVIDIA accelerated computing, networking, systems and software.

This model will continue to represent most of NVIDIA’s business.

But frontier AI labs are different.

Frontier AI labs have extraordinary demand for training and inference compute, but many are growing faster than their balance sheets and long-term credit profiles can support. They may have…