OpenAI and SoftBank Invest $1 Billion in AI Data Centers via SB Energy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 10 2026
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Source: Benzinga
- Major Investment: OpenAI and SoftBank are each investing $500 million, totaling $1 billion in SB Energy, to address the surging demand for AI computing power in the U.S., marking a significant collaboration in the AI sector.
- Data Center Development: OpenAI has selected SB Energy to construct and operate its 1.2 GW data center in Milam County, with the first facilities expected to be operational by 2026, thereby accelerating the development of AI infrastructure.
- Strategic Importance: SB Energy's co-CEO, Rich Hossfeld, emphasized that this partnership will expedite the delivery of advanced AI data centers and associated energy infrastructure, securing America's competitive edge in AI.
- SoftBank's AI Strategy: This investment follows SoftBank's substantial $40 billion commitment to OpenAI, demonstrating its ongoing focus on AI and reinforcing its leadership position in global tech investments.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 192.510
Low
200.00
Averages
264.97
High
352.00
Current: 192.510
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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