International Perspective · August 17, 2026
① Nvidia Trims OpenAI Ohio Datacenter Guarantee from $250B to Under $120B [详见中文版] — Nvidia and OpenAI are nearing a financing deal for a 10GW datacenter campus in Ohio (chip procurement ~$350B, developed by SoftBank's SB Energy); Nvidia cut its financial guarantee from an initial $250B to under $120B (down >50%), backing only about half the build, to address investor concerns over its balance-sheet exposure, WSJ reported Aug 15. (WSJ / 新浪财经)
② Stripe Clinches Over $7B Deal to Acquire AI Gateway Startup OpenRouter — Stripe has finalized a deal to acquire AI model-routing gateway OpenRouter for more than $7 billion, Bloomberg reported Aug 16 — one of Stripe's largest deals ever, months after OpenRouter raised at a ~$1.3B valuation, underscoring demand for AI inference routing and payments infrastructure. (Bloomberg / TechCrunch)
③ SK Hynix Restarts Dalian NAND Fab 2, Adding ~50% Local Capacity [详见中文版] — SK Hynix's Solidigm has restarted construction of its idled Dalian NAND Flash Fab 2 in China (paused ~4 years), which will lift local NAND capacity by ~50% (existing Fab 1 ~100k wafers/month, Fab 2 adds ~50k), Seoul Economic Daily reported Aug 11 — tied to AI server/datacenter SSD demand and local supply-chain positioning. (Seoul Economic Daily / 新浪财经)