支付技术公司Stripe正在洽谈收购AI模型聚合平台OpenRouter,潜在交易价格可能达到100亿美元(约合人民币680亿元)[1]。这笔交易若最终成立,将标志着OpenRouter估值的大幅飙升——该公司两个月前完成B轮融资时的估值仅约13亿美元,意味着估值在不到两个月时间内涨幅接近7倍[1]。
OpenRouter通过为开发者提供统一接口来调用超过400个AI模型,目前连接了70多家模型和推理服务商[1]。平台的规模增长势头明显,每周处理的Token数量在半年内从5万亿个增至25万亿个,服务用户超过800万名开发者[1]。值得注意的是,开源模型在平台生态中的地位快速上升,由开源模型处理的Token占比从34%升至65%[1]。OpenRouter创始人曾将这家公司比作"AI领域的Stripe"[1],暗示了两家公司在各自领域的相似定位——都致力于为客户提供接入关键基础设施的统一入口。
Stripe, the payments processing company, is negotiating the acquisition of OpenRouter, an AI model aggregation platform, with a potential deal value reaching $10 billion (approximately 680 billion yuan) [1]. The transaction would represent a dramatic valuation increase for the startup, which completed its Series B funding round just two months prior at a valuation of approximately $1.3 billion [1]. Should the deal close at the proposed price, OpenRouter's valuation would increase nearly sevenfold in less than two months [1].
OpenRouter operates as a unified interface enabling developers to access over 400 AI models from more than 70 model and inference service providers [1]. The platform currently serves more than 8 million developers [1]. Weekly token processing on the platform grew substantially, expanding from 5 trillion tokens to 25 trillion tokens over a six-month period [1]. Among tokens processed on the platform in the first half of 2026, the share attributed to open-source models increased from 34% to 65% [1]. The company's founder previously characterized OpenRouter as "the Stripe of the AI field," highlighting its positioning as an essential infrastructure layer in the artificial intelligence ecosystem [1].