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OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports

Artificial IntelligenceTechnology & InnovationInfrastructure & DefensePrivate Markets & Venture

OpenAI is reportedly negotiating a lease for a proposed 10-gigawatt data center campus on federal land in Ohio, with potential financial backing from Nvidia. The deal would support major AI infrastructure buildout and signals continued capital intensity in the sector. The report is positive for AI and data-center supply chain names, but remains preliminary and lacks confirmed terms.

Analysis

OpenAI is reportedly negotiating a lease for a proposed 10-gigawatt data center campus on federal land in Ohio, with potential financial backing from Nvidia. The deal would support major AI infrastructure buildout and signals continued capital intensity in the sector. The report is positive for AI and data-center supply chain names, but remains preliminary and lacks confirmed terms.

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mildly positive

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