Securing the Infrastructure of Intelligence

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NVIDIA announced a strategic push into land, power, and shell (LPS) — the physical infrastructure layer beneath AI factories — partnering with SB Energy to secure capacity at the PORTS-Pike Technology Campus in Portsmouth, Ohio. OpenAI will be the first tenant, building and operating an AI factory using NVIDIA's full-stack DSX platform including GPUs, CPUs, networking, and software. The deal addresses a structural gap in the AI ecosystem: frontier AI labs have massive compute demand but often lack the balance sheet depth and decades-long infrastructure contracts needed to secure LPS capacity independently. NVIDIA is stepping in as the infrastructure enabler, applying the same supply-chain discipline it uses for semiconductor procurement to land and power. The initial deployment targets 4.25 GW of capacity, with each generation representing approximately 1.5 million NVIDIA GPUs and $150-200 billion in NVIDIA revenue potential. The site design allows for multiple upgrade cycles over 20+ years. NVIDIA may also extend to secure the remaining 3.75 GW of campus capacity. This is a notable strategic shift: NVIDIA is no longer just selling chips. By controlling land and power agreements for cash-constrained frontier labs, it positions itself as the single infrastructure partner for the most compute-hungry AI companies — securing hardware sales and infrastructure control simultaneously.