NVIDIA has trimmed its guaranteed backing for OpenAI’s proposed Ohio data center from a $250 billion ceiling to under $120 billion for the initial 5 GW of a planned 10 GW facility, citing shareholder concerns about exposure to large financing commitments.

A signed agreement could still come together within days, with insiders suggesting the deal and project timelines may proceed over the weekend, per Wall Street Journal reporting.

OpenAI’s project is being developed on a site held by SB Energy, signaling a potential move toward OpenAI owning more of its AI infrastructure, contingent on funding and lease arrangements.

For readers seeking more, a ChainCatcher link is provided along with related coverage on Cryptorank News and Prediction Markets.

Broader market dynamics—competition from China and regulatory/political pressures—continue to color investor sentiment toward AI equities and financing.

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Analyst coverage shows Buy ratings from Needham and Benchmark in recent months, with a broad set of 26 price targets over six months yielding a median target around 308.5.

The backstop could have off-balance-sheet implications and negotiations remain fragile as parties haggle over risk and terms.

The excerpt provides no further article details on timelines or terms beyond the negotiating stage.

If Anthropic’s projections hold, demand for AI services could stay robust and influence valuations and funding expectations, with a potential near-1 trillion dollar valuation for a late-2026 or early-2027 IPO.

Anthropic reported a sharp revenue surge, rising from about $4.7 billion in Q1 to over $11.5 billion in Q2, marking a notable year-over-year acceleration.

Investors are focusing on NVIDIA’s strong growth—revenue up roughly 85% year over year and accelerating earnings per share—driven by ongoing demand in semiconductors.