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On August 15th, local time, US President Trump, speaking at an event in Garden City, New York on the afternoon of August 14th, urged Americans to "accept higher gasoline prices" as "the price to pay to prevent Iran from acquiring nuclear weapons." Trump also stated, "After we defeat Iran... I will soon declare the Strait of Hormuz as American territory." The seriousness of his remarks remains unclear.August 15th - According to the Wall Street Journal, sources familiar with the matter revealed that Nvidia and OpenAI are close to reaching a financing agreement to build a large data center campus in Ohio. However, the two parties have restructured the deal, with Nvidia initially only guaranteeing half of the multi-billion dollar expansion plan, instead of the full amount. The revised plan reduces Nvidias financial guarantee from $250 billion to less than $120 billion. This adjustment is in response to investor concerns about the chipmakers exposure as it leverages its balance sheet to boost demand for its AI chips. The agreement could be signed as early as this weekend. Under the framework currently under discussion, Nvidia will provide financial guarantees for the first phase (totaling approximately 5 gigawatts of power capacity), with subsequent phases and financing methods to be decided later. According to two people familiar with the project, OpenAI is still negotiating and plans to sign a binding lease for 10 gigawatts of capacity in the project within the next few days.Indonesias Geophysical Agency: The tsunami warning issued after the 7.7 magnitude earthquake has been lifted.On August 15th, according to two people familiar with Anthropics finances, the company projects revenue of approximately $190 billion to $200 billion by 2028. This projection significantly exceeds the $47 billion "annualized revenue" the company announced in May. Four sources stated that bankers and investors are using enterprise value multiples based on these projections. Using revenue multiples is common for high-growth software companies that havent yet established a mature profit model. However, extending the projection period to two years in advance is unusual, reflecting the speed of Anthropics business expansion and the difficulty of setting a valuation benchmark for a company still heavily investing in AI infrastructure.Sources say Anthropic expects its revenue to reach $190 billion to $200 billion by 2028.
