软银支持的 SB Energy 申请 IPO，已签约的合同积压达 4390 亿美元和 8.8GW 数据中心容量。OpenAI 是主要客户，投资 5 亿美元并获约 55 亿美元认股权证，还签署了预计贡献近期主要租赁收入的租约。Nvidia 承诺按 IPO 价格投资 15 亿美元，并为俄亥俄州 4.25GW 的 OpenAI 租约提供上限 1050 亿美元的担保，担保随设施完工分阶段生效。
SoftBank-backed SB Energy filed for an IPO with $439B / 8.8GW of data-center capacity contracted backlog.
OpenAI is the main customer behind that future revenue. But OpenAI's role extends beyond tenancy because it invested $500M, received warrants valued around $5.5B, and signed leases expected to provide a major share of SB Energy's near-term data-center revenue.
Nvidia is part of the same buildout, committing $1.5B at the IPO price and providing guarantees capped at $105B for 4.25GW of OpenAI leases in Ohio.
Those guarantees activate in phases as facilities are completed, giving SB Energy financing support before most of the planned capacity begins generating lease revenue.
来源：Rohan Paul · x.com