OpenAI Secures NVIDIA-Guaranteed Loan While Pursuing New $674 Billion Financing Round - 36Kr

Recent reports indicate that OpenAI is pursuing a financing round valued at approximately 674 billion yuan (about 100 billion USD), with NVIDIA providing a credit guarantee to support the lease of a l... Read original →

OpenAI’s latest financing round, backed by NVIDIA’s credit guarantee, signals a strategic shift in AI infrastructure competition—from chip performance to energy, capital, and access. NVIDIA’s move to invest in data center and power infrastructure firms like SB Energy and Lancium solidifies its role as a central node in the AI ecosystem. This development pressures global chipmakers to scale advanced manufacturing and energy-efficient designs. With U.S. export controls tightening, NVIDIA may face operational constraints in China and other markets. Competitors such as AMD are likely to pursue similar partnerships with regional infrastructure providers. Over the next 12–24 months, the AI data center landscape will increasingly be defined by power efficiency and capital access, with NVIDIA’s early investments likely to shape global AI infrastructure dominance.