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The Markets Desk — Week 46 · Wed 11 Nov 2026
Compute / the Ledger · 1 deal

Who is paying whom for compute.

Every deal dated, typed in plain words, and linked to the document it comes from.

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The LedgerRead against its source

Deals with SB Energy as a party. SB Energy’s page · Show every party

Compute deals, newest first
AnnouncedDealPartiesTypeValueTermsSource
17 Aug 2026Nvidia gives SB Energy residual value guaranties, capped at $105B, on ~4.25 GW of Ohio data center leases to OpenAISignedPORTS Technology Campus, Pike County, Ohio; an OpenAI affiliate is the tenant. Nvidia pays the shortfall versus guaranteed minimum value on OpenAI insolvency or non-payment. Obligations start when ready-for-service conditions are met, expected from 2028. The site will host Nvidia infrastructure.Backstop$105BCumulative cap of $105B on the initial commitment; Nvidia may, at its discretion, back ~3.8 GW more.4,250 MWNVIDIA 8-K, 2026-08-17Regulatory filing

chip named on 0 of 1 · term on 0 · price on 0

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How the Ledger is kept

  • Every row is a deal read in its source, and links to that source.
  • Every row says what kind of document it comes from: a regulatory filing, the company’s own release, an earnings call, or a news report. A news report stays a news report until a filing confirms it.
  • Values are the headline figures as the parties disclosed them, in US dollars, unadjusted. “Undisclosed” means they did not say.
  • The end date is the start plus the term, worked out here — it is not a reported figure.
  • Facts only. The Ledger holds no view on any deal.