International Perspective · August 11, 2026
① Nvidia Teams With Six Wall Street Giants to Mobilize $500B AI Infrastructure Financing Platform [详见中文版] — On Aug 10 Nvidia signed MOUs with Apollo, Blackstone, BlackRock's GIP, Brookfield, Goldman Sachs and KKR to build an AI compute infrastructure financing platform mobilizing over $500 billion in third-party capital for AI chip procurement, power generation and data-center construction; Nvidia confirmed the arrangement on its website. (Nvidia IR / Financial Times)
② TSMC July Revenue Jumps 44.7% YoY to NT$467.58B on AI Chip Demand — TSMC reported July 2026 revenue of NT$467.58 billion (~$14.5B), up 44.7% YoY and among its strongest monthly prints, as AI-related chip demand continued to strengthen; cumulative 2026 revenue is up ~37%. (TSMC / CNBC)
③ Lumentum Set to Report Q4 FY2026 Tonight: AI Optical Demand in Focus — Lumentum is scheduled to release its Q4 FY2026 (full-year) results after the U.S. close on Aug 11 (call at 5:00 PM ET); the report is watched for 1.6T/CPO laser shipments, EML demand and AI data-center optical traction. (Lumentum IR / Sina Finance)