Browsing Tag
OpenAI
201 posts
Stripe agrees to acquire OpenRouter in what reporting values above $7bn
Stripe's $7.5bn OpenRouter deal, 5x May's valuation, tests whether it can stay neutral on AI routing while it processes payments for OpenAI and Anthropic.
AEP’s $4.2bn Ohio AI grid build equals 13% of its entire five-year transmission plan
The $4.2 billion PORTS-Pike transmission programme equals about 13% of American Electric Power Company’s planned five-year transmission spending. At 8 GW of AI capacity, the infrastructure works out to roughly $525 per kilowatt.
AEP’s $4.2bn Ohio transmission opportunity moves closer as OpenAI locks in massive AI load
OpenAI’s 20-year Ohio lease strengthens the commercial case behind AEP’s planned $4.2 billion transmission build as AI electricity demand reshapes utility investment.
Cerebras CS-4 targets AI inference bottleneck as $CBRS races toward 600 MW
Cerebras launches CS-4 with a 30x inference claim as 600 MW expansion, $25.4 billion of obligations and cloud margins put $CBRS execution in focus.
SpaceX finalises $60bn Cursor acquisition, targets Anthropic in AI coding fight
SpaceX closed its $60B all-stock Cursor acquisition on Aug 14, diluting 3.4% as Cursor's coding share slid from 41% to 26% under Anthropic pressure.
Adyen N.V. processed €804bn in H1, but net revenue yield fell to 16.2 basis points
Adyen N.V. processed €803.8 billion in H1 2026, up 24%, while net revenue rose 19%. That pushed implied net revenue per €1,000 processed down from about €1.68 to €1.62, making payment mix an important metric behind the headline recovery.
Adyen (AMS: ADYEN) jumps 16% as growth guide rises but margins tighten
Adyen surged 16% after raising 2026 growth guidance. Can Talon.One, Orb and AI payments justify the €33bn valuation and higher spending?
Vantage Data Centers explores $100bn IPO as AI infrastructure boom puts mega-valuation to the test
Vantage Data Centers is reportedly evaluating an IPO that could value the hyperscale infrastructure company at about $100 billion, alongside possible sale options. The potential valuation would put Vantage close to Equinix in public-market scale, making contracted AI demand, debt, power availability and returns on billions of dollars of new capacity the critical tests.
Microsoft earned $133.7bn, yet free cash flow fell. Where did the cash go?
Microsoft Corporation (NASDAQ: MSFT) delivered record fiscal 2026 revenue, operating income and net income, but cash property investment rose faster than operating cash flow and pushed a consistent free-cash-flow measure down 6.5%.
Cerebras Systems Q2 core revenue doubles to $210m as cloud business quadruples
Cerebras Systems doubled core Q2 revenue to $209.9m and raised 2026 guidance to $890m, yet a widened GAAP loss sent CBRS lower after the pre-earnings rally.