WS #14267
Holding: newest synthesis is 90d 5h old
Nvidia guarantees up to $105B in lease payments for OpenAI's Ohio data center, invests $1.5B in SB Energy, securing 8GW capacity and exclusive chip supply, boosting AI infrastructure names. Indium phosphide price hikes and AI infrastructure demand drive optics stocks (AXTI, COHR, LITE) and networking names (MRVL, CRDO) sharply higher.
Nvidia-OpenAI Ohio Data Center Deal
Nvidia guarantees up to $105B in lease payments for OpenAI's Ohio data center, invests $1.5B in SB Energy, securing 8GW capacity and exclusive chip supply, boosting AI infrastructure names.
Indium phosphide price hikes and AI infrastructure demand drive optics stocks (AXTI, COHR, LITE) and networking names (MRVL, CRDO) sharply higher.