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Morning Edition · Tuesday, August 18, 2026Published at 2:24 AM EDT · New York
Nvidia Says It Is Locking Up Land, Power and Shell Capacity Exclusively for Its Own AI Factories
Jensen Huang named a partnership with SB Energy at an Ohio campus that OpenAI has separately joined, tying chip supply to secured electricity rather than to fabrication capacity.
Nvidia chief executive Jensen Huang published a post on Monday describing what the company now treats as the binding constraint on AI buildout. Advanced chips, packaging, memory and networking are one part of the stack. The other, in Nvidia…
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