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Schwab Network reported Nvidia is backing SB Energy for a 4.25 gigawatt OpenAI data center while OpenAI pushes to build a 10-gigawatt campus in Ohio and reduce reliance on Microsoft and Oracle. OpenAI building more of its own artificial intelligence (AI) compute stack shifts bargaining power up the supply chain, turning Nvidia from a chipmaker into a critical project partner and putting cloud incumbents on the defensive. For investors, it is a vivid example of where value may land as demand moves from algorithms into chips, racks, and grid connections, and the clip even included an options example for a Mag 7 stock.