Five moves that actually moved AI — Aug 18

Five frontier moves from the last day or so — big compute money, a revenue shock, a teen product, a safety reorg, and a model-routing deal.

Nvidia is putting up to $105B in credit behind OpenAI’s Ports-Pike Ohio campus, plus $1.5B into SoftBank-linked SB Energy, locking in sole GPU supply on a site that could scale toward 8 GW.12

Anthropic’s annualized revenue run rate cleared $65B by end-July (from $47B in May and $9B end-2025). Investors still see $100–120B by year-end, with a possible fall IPO and a $2T+ ask.3

ChatGPT for Teens is live as a dedicated mode for 13–17: auto-applied, tighter defaults, parental quiet hours, and homework redirects into study mode.4

OpenAI disbanded its preparedness team at the end of July, splitting catastrophic-risk ownership (bio, cyber, and the rest) into existing teams on the road to IPO.56

Stripe is reported to be buying OpenRouter for more than $7B — the multi-model gateway that sits between apps and 400+ model APIs. Stripe declined to comment.7