Report: OpenAI and Nvidia in talks to team up for 10-gigawatt data center in Ohio - Sherwood News

Recent reports indicate that OpenAI is in talks with semiconductor giant NVIDIA to build a 10-gigawatt data center in Ohio. The facility, to be constructed on federal land, would surpass current data ... Read original →

This 10-gigawatt data center transcends conventional AI infrastructure, directly accelerating commercialization of advanced packaging, liquid cooling, and optical interconnects. NVIDIA’s financing model effectively locks OpenAI into long-term GPU dependency, reinforcing its pricing dominance. While federal land sidesteps local permitting, the facility’s massive power draw invites scrutiny under the Inflation Reduction Act’s clean energy mandates, and SB Energy’s complex capital structure may inflate compliance overhead. In response, AMD and Intel will likely fast-track cloud partnerships for MI300X and Gaudi3, while expanding TSMC’s CoWoS capacity in Taiwan, China to capture substitution demand. Within 18 months, such mega-projects will force grid modernization and shift AI development from algorithmic efficiency toward hardware-native optimization—raising entry barriers and marginalizing smaller players.