AI Infrastructure and Compute Deals: Stripe-OpenRouter $10B, RSI-AWS $410M

Stripe is negotiating a potential $10B acquisition of OpenRouter, an API routing platform for 400+ models. This shows that middleware and billing layers are capturing value in the AI stack. Separately, Recursive Superintelligence (RSI) signed a $410M compute deal with Amazon AWS, highlighting the strategic importance of compute access for recursive self-improvement research. Both deals challenge the assumption that only model builders profit, and signal a shift toward infrastructure and compute as key value capture points.