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OpenAI reportedly nears 10GW Ohio lease with Nvidia backing, sealing its pivot from building to renting compute

OpenAI is in advanced talks to lease a planned 10-gigawatt data center campus on federal land in Ohio, in what would be the company’s largest infrastructure commitment to date, The Information reported, citing people familiar with the negotiations. The deal — developed by SoftBank’s SB Energy on land owned by the US Department of Energy, with Nvidia weighing a role as credit guarantor — would crystallize a year-long shift in OpenAI’s strategy: away from owning massive computing assets, and toward leasing them.