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加入 June 2018
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Weekly Tech Update NVIDIA BANKROLLS A $105 BILLION AI FACTORY IN OHIO $NVDA will provide up to $105 billion in financing and compute for a massive OpenAI data center in Pike County, Ohio, according to a securities filing released Monday. SB Energy will build and manage the campus under a 20 year lease, starting with 4.25 gigawatts of capacity phasing online in 2028 and room to expand to 8 gigawatts. The deal is the latest in a string of $NVDA financing moves that have fueled concerns about circular financing in the AI trade, even as OpenAI touts 35,000 construction jobs through 2032. ALIBABA CASHES OUT OF GAMING WITH $2 BILLION LINGXI SALE $BABA is set to reap more than $2 billion by selling its entire stake in game developer Lingxi Games to Asia focused private equity firm Trustar Capital, a source told Reuters. Lingxi, best known for the hit strategy title "Three Kingdoms: Strategy Edition," will keep CEO Zhou Bingshu and his management team in place after the ownership change. The divestiture continues $BABA's push to shed non core assets, following recent sales of Sun Art and Intime, as it funnels capital toward AI and cloud. THE "STRIPE FOR AI" IS ABOUT TO BE OWNED BY STRIPE Stripe has finalized a deal to buy AI gateway startup OpenRouter for more than $7 billion, according to Bloomberg, capping talks first reported last month. OpenRouter, which lets customers route tasks across more than 400 AI models from a single access point, raised a $113 million Series B in May at a reported $1.3 billion valuation, backed by Sequoia, Andreessen Horowitz, Menlo Ventures, and $GOOGL CapitalG. That means a roughly fivefold markup in about three months, though Stripe says it does not comment on rumors or speculation.
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