NVIDIA in Talks for $250B OpenAI Guarantees and $500B+ SK AI Pact
NVDA sits 26% above its 52-week low of $164.07.
Summary
NVIDIA is discussing providing $250 billion in guarantees for OpenAI's Ohio data-center campus, including lease and debt support, with separate talks on up to $350 billion in chip financing. Terms are not finalized, but the scale signals a deepening tie with the AI leader. Separately, a $500 billion-plus AI partnership with SK Group includes a long-term HBM4 memory deal with SK Hynix and a 2GW NVIDIA-powered data center due 2027. A third deal with Silvaco aims to accelerate semiconductor design using NVIDIA GPUs and simulation tools. These moves extend NVIDIA's AI infrastructure dominance beyond chip sales into financing and co-development, locking in massive future demand. The SK pact secures next-gen memory supply critical for Blackwell and beyond. With NVIDIA's market cap near $5 trillion, these deals reinforce its central role in global AI buildout.
At the time of this announcement, NVDA was trading at $206.80 on NASDAQ in the Technology sector, with a market capitalization of approximately $5T. The 52-week trading range was $164.07 to $236.54. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: Wiseek News.