The Wall Street Journal·2 months ago·
12
● 3 sources
Nvidia invested in Safe Superintelligence, Ilya Sutskever's newly founded AI lab, and will supply the startup with significant quantities of its flagship GPUs. The deal provides SSI with substantial computational resources from Nvidia's most advanced hardware to support its research operations. This arrangement expands Nvidia's influence in the AI ecosystem while giving SSI the infrastructure needed to pursue its safety-focused research agenda.
Asian semiconductor stocks fell sharply on Tuesday, with South Korea's KOSPI down 9% and Japanese chipmakers like SK Hynix and Kioxia losing 13-18%, triggered by concerns over Nvidia's $750 billion in new AI financing commitments and reports of Chinese competition in advanced chip equipment. Major US tech companies including Microsoft, Meta, Apple and Amazon report earnings this week while facing scrutiny over rising capital expenditure, with the five largest hyperscalers set to invest over $690 billion in fiscal 2026, increasingly funded by debt that has risen from 9% to 32% of capex since 2024. The broader question for markets is whether AI infrastructure spending will generate sufficient revenue growth to justify the mounting debt load, with credit conditions showing early signs of tightening.
AMD's Lisa Su announced leadership claims across CPUs, GPUs, and AI infrastructure at the Advancing AI event, positioning the company to compete directly with Nvidia rather than merely serve as a secondary platform. The company is targeting 90% parity with CUDA on vLLM merge-gating tests and achieved an 18-times improvement in Kimi K2.5 interactivity in 30 days through software optimization. AMD's success will depend on building engineering velocity—the ability to continuously improve its entire platform faster than competitors through stable development infrastructure, automated validation, and rapid customer feedback integration.
Safe Superintelligence Inc., founded by former OpenAI researcher Ilya Sutskever, has secured access to Nvidia's Vera Rubin GPUs in a deal valued at multiple billions of dollars. The agreement increases SSI's available compute by an order of magnitude and represents a significant investment from Nvidia, which gained rare access to SSI's research. This computational power will enable SSI to scale up its research toward developing safe artificial superintelligence without the distraction of commercial product demands.
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