Stock Besties · Information node

SB Energy: who it depends on, and who depends on it.

Data-center and power developer. Private company: an information node, no listed shares. 4 sourced relationships in the network, each with its filing or release.

Open SB Energy on the mapRun a what-if
Ties

Dependence, both ways

SB Energy depends on, or is exposed to

Companies that depend on SB Energy

Event exposure

If something happens to SB Energy

The companies each kind of event would reach, up to two steps away, along sourced relationships only. This is a map of connections, not a forecast: how much each company would feel is unknown unless a source states it.

What if SB Energy spends less?

Companies that sell to it (its suppliers and infrastructure providers), then the companies those sellers buy from.

No company in this network is connected to SB Energy that way.

What if SB Energy raises less money or its value falls?

Its investors, holders and guarantors, plus the companies that sell to it (a company that raises less tends to buy less), then their suppliers.

  • NVIDIA · directly, materiality unknownNVIDIA is exposed to the value or credit of SB Energy.
  • OpenAI · directly, materiality unknownOpenAI is exposed to the value or credit of SB Energy.
  • SoftBank Group · directly, materiality unknownSoftBank Group is exposed to the value or credit of SB Energy.
  • AMD · two steps away, a company states an expectationOpenAI is exposed to the value or credit of SB Energy; then AMD depends on sales to OpenAI.
  • CoreWeave · two steps away, a source describes it, no figureNVIDIA is exposed to the value or credit of SB Energy; then CoreWeave depends on sales to NVIDIA. Or: OpenAI is exposed to the value or credit of SB Energy; then CoreWeave depends on sales to OpenAI.
  • Microsoft · two steps away, a source states a figureOpenAI is exposed to the value or credit of SB Energy; then Microsoft depends on sales to OpenAI.
  • Amazon · two steps away, materiality unknownOpenAI is exposed to the value or credit of SB Energy; then Amazon depends on sales to OpenAI.
  • Broadcom · two steps away, materiality unknownOpenAI is exposed to the value or credit of SB Energy; then Broadcom depends on sales to OpenAI.
  • Micron · two steps away, materiality unknownNVIDIA is exposed to the value or credit of SB Energy; then Micron depends on sales to NVIDIA.
  • Oracle · two steps away, materiality unknownOpenAI is exposed to the value or credit of SB Energy; then Oracle depends on sales to OpenAI.
  • TSMC · two steps away, materiality unknownNVIDIA is exposed to the value or credit of SB Energy; then TSMC depends on sales to NVIDIA.

What if SB Energy cannot deliver?

Companies that buy chips, parts or capacity from it, then their own customers.

  • OpenAI · directly, materiality unknownOpenAI depends on compute or data-center capacity from SB Energy.

What if SB Energy's shares or stake lose value?

Holders of its shares, warrants or notes and guarantors of its obligations, then their holders.

  • NVIDIA · directly, materiality unknownNVIDIA is exposed to the value or credit of SB Energy.
  • OpenAI · directly, materiality unknownOpenAI is exposed to the value or credit of SB Energy.
  • SoftBank Group · directly, materiality unknownSoftBank Group is exposed to the value or credit of SB Energy.
  • Microsoft · two steps away, a source states a figureOpenAI is exposed to the value or credit of SB Energy; then Microsoft is exposed to the value or credit of OpenAI.
  • Amazon · two steps away, materiality unknownOpenAI is exposed to the value or credit of SB Energy; then Amazon is exposed to the value or credit of OpenAI.
Filings

Filings by SB Energy’s listed partners

SB Energy files nothing with the SEC here; events reach it through the filings of the listed companies tied to it.

  1. Sep 3, 2026, 08:03 ETNVIDIA filed a current report (8-K): other events (Item 8.01). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
  2. Aug 26, 2026, 16:36 ETNVIDIA filed a quarterly report (10-Q). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
  3. Aug 26, 2026, 16:21 ETNVIDIA filed a current report (8-K): results of operations (Item 2.02). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
  4. Aug 17, 2026, 08:41 ETNVIDIA filed a current report (8-K): material agreement (Item 1.01), new financial obligation (Item 2.03), Regulation FD disclosure (Item 7.01). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
Evidence

Every relationship of SB Energy

SB Energy will lease the PORTS-Pike campus to OpenAI for 20 yearsSB Energy · OpenAI · Aug 17, 2026
InfrastructureCommitted (future delivery)Stated by both companies

SB Energy will build, own and operate a data-center campus in Ohio under a 20-year lease to OpenAI, the customer for 8 IT-gigawatts, coming online in phases from 2028.

  • Infrastructure dependence: OpenAI depends on compute or data-center capacity from SB Energy.
  • Customer dependence: SB Energy depends on sales to OpenAI.
  • OpenAI pays SB Energy for compute or data-center capacity.
First verified evidence
Aug 17, 2026
Latest evidence
Aug 17, 2026
What the sources say

  1. A 20-year lease to OpenAI; SB Energy builds, owns and operates the campus.

    “SB Energy will build, own and operate the data center under a 20-year lease to OpenAI.”
    NVIDIA, SB Energy and OpenAI (joint release filed by NVIDIA), 8-K EX-99.1, Aug 17, 2026excerpt re-checked Oct 18, 2026

  2. OpenAI is the customer for 8 IT-gigawatts.

    “OpenAI will be the customer for 8-IT GW”
    NVIDIA, SB Energy and OpenAI (joint release filed by NVIDIA), 8-K EX-99.1, Aug 17, 2026excerpt re-checked Oct 18, 2026

  3. The capacity is planned to come online in phases from 2028.

    “The planned capacity is expected to come online in phases beginning in 2028.”
    NVIDIA, SB Energy and OpenAI (joint release filed by NVIDIA), 8-K EX-99.1, Aug 17, 2026excerpt re-checked Oct 18, 2026
How much it matters
  • To SB Energy: Unknown SB Energy is private; no source states its revenue split.
  • To OpenAI: Unknown OpenAI is private.
NVIDIA will invest $1.5 billion in SB EnergyNVIDIA · SB Energy · Aug 17, 2026
Investment: sharesAnnounced, not confirmedFiled with the SEC

NVIDIA said in August 2026 it will invest $1.5 billion in SB Energy, whose existing investors are SoftBank Group and OpenAI.

  • Investment exposure: NVIDIA is exposed to the value or credit of SB Energy.
  • Investment dependence: SB Energy relies on capital or credit support from NVIDIA.
  • Capital flows from NVIDIA to SB Energy (announced, not confirmed).
First verified evidence
Aug 17, 2026
Latest evidence
Aug 17, 2026
What the sources say

  1. $1.5 billion, joining existing investors SoftBank Group and OpenAI.

    “NVIDIA will invest $1.5 billion in SB Energy, joining existing investors SoftBank Group and OpenAI.”
    NVIDIA, SB Energy and OpenAI (joint release filed by NVIDIA), 8-K EX-99.1, Aug 17, 2026excerpt re-checked Oct 18, 2026
How much it matters
  • To NVIDIA: Unknown Not stated.
  • To SB Energy: Unknown SB Energy is private.
SoftBank Group is an investor in SB EnergySoftBank Group · SB Energy · Aug 17, 2026
Investment: sharesActiveStated by one company

Named as an existing investor in NVIDIA’s August 2026 release; the size is not stated.

  • Investment exposure: SoftBank Group is exposed to the value or credit of SB Energy.
  • Investment dependence: SB Energy relies on capital or credit support from SoftBank Group.
  • Capital flows from SoftBank Group to SB Energy.
First verified evidence
Aug 17, 2026
Latest evidence
Aug 17, 2026
What the sources say

  1. An existing investor in SB Energy.

    “joining existing investors SoftBank Group and OpenAI”
    NVIDIA, SB Energy and OpenAI (joint release filed by NVIDIA), 8-K EX-99.1, Aug 17, 2026excerpt re-checked Oct 18, 2026
How much it matters
  • To SoftBank Group: Unknown Not stated.
  • To SB Energy: Unknown SB Energy is private.
OpenAI is an investor in its own landlord, SB EnergyOpenAI · SB Energy · Aug 17, 2026
Investment: sharesActiveStated by both companies

Named as an existing investor in NVIDIA’s August 2026 release; the size is not stated.

  • Investment exposure: OpenAI is exposed to the value or credit of SB Energy.
  • Investment dependence: SB Energy relies on capital or credit support from OpenAI.
  • Capital flows from OpenAI to SB Energy.
First verified evidence
Aug 17, 2026
Latest evidence
Aug 17, 2026
What the sources say

  1. An existing investor in SB Energy.

    “joining existing investors SoftBank Group and OpenAI”
    NVIDIA, SB Energy and OpenAI (joint release filed by NVIDIA), 8-K EX-99.1, Aug 17, 2026excerpt re-checked Oct 18, 2026
How much it matters
  • To OpenAI: Unknown Not stated.
  • To SB Energy: Unknown SB Energy is private.

Catalog BESTIES-v1, reviewed Oct 18, 2026. Paper research only, not investment advice. Method and sources

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