OpenAI is executing a long-horizon vertical coupling strategy across power, data centers, chips, and compute with an 8 GW Ohio campus commitment and 4+ GW NVIDIA capacity.

OpenAI's power-and-compute strategy is getting very literal: Two related posts suggest OpenAI is moving beyond 'GPU supply' narratives into long-horizon control of the full infrastructure stack. @markchen90 described a 4+ GW NVIDIA capacity commitment; @kimmonismus added detail on an 8 GW Ohio campus, with SB Energy building and operating the site, NVIDIA backing the initial 4.25 GW, and a multi-year buildout through 2032. For infra engineers, the notable point is not just scale, but vertical coupling across power, data centers, chips, and long-dated access.

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