OpenAI · Nvidia · Compute · NVIDIA Blog
AI factories are the defining infrastructure of the AI era—where compute transforms energy and data into intelligence that powers
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In the AI economy, compute is revenue.
Key facts
- Each generation of NVIDIA AI factory systems deployed at PORTS-Pike could represent approximately 1.5 million NVIDIA GPUs, or approximately $150 billion to $200 billion in NVIDIA revenue
- At these levels, the opportunity represents roughly $600 billion of NVIDIA compute through 2030
- NVIDIA may also choose to extend the arrangement at PORTS-Pike beyond the initial 4.25 gigawatts to secure the remaining capacity of 3.75 gigawatts
- NVIDIA is supporting the LPS infrastructure at PORTS-Pike for approximately 4 gigawatts over a 20-year term, securing a site on which NVIDIA compute will be exclusively deployed
Summary
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. AI factories require a full stack of critical resources: advanced chips, packaging, memory, and networking, as well as land, power and shell. As NVIDIA has used its scale, long-term visibility and supply-chain partnerships to secure critical semiconductor resources, they are now applying that same discipline to secure LPS capacity exclusively for NVIDIA AI factories. Today, they are partnering with SB Energy to secure LPS capacity at the exceptional PORTS-Pike Technology Campus in Portsmouth, Ohio, to host NVIDIA compute. For the vast majority of NVIDIA customers, securing LPS has long been a part of their infrastructure strategy.