英伟达宣布向Safe Superintelligence（SSI）公司投资约50亿美元，这笔投资既包含现金也包含等值算力[1]。SSI由前OpenAI首席科学家Ilya Sutskever创办[1]，这位AlexNet作者之一曾担任OpenAI联合创始人，并于2024年5月离开该公司[1]。
投资协议中，英伟达承诺在12个月内将SSI的算力规模提升10倍，并向其提供下一代Vera Rubin计算平台[1]。这笔交易的特点是SSI成立一年多来仅拥有30多名员工，且没有任何可以公开的产品[1]，但英伟达通过投资获得了接触其核心研究成果的机会[1]。SSI的核心理念是"只有一个目标、一个产品：安全的超级智能"[1]。
根据交易价格推算，SSI的估值已从2024年9月的50亿美元上升至本次投资后的330亿至500亿美元之间[1]。这笔投资体现了AI行业的新趋势：算力正逐步取代现金成为核心资产，投资决策也越来越看重人才而非传统产品指标[1]。
Nvidia announced an investment of approximately $5 billion in Safe Superintelligence (SSI), the AI safety startup founded by former OpenAI Chief Scientist Ilya Sutskever, on July 27, 2025 [1]. The investment comprises both cash and computational resources of equivalent value, with Nvidia pledging to expand SSI's compute capacity tenfold over the next 12 months and providing access to its next-generation Vera Rubin computing platform [1]. In exchange, Nvidia gains access to SSI's core research findings [1].
The deal is particularly notable given SSI's nascent stage of development. The company, which has been operating for just over a year, employs only around 30-plus people and possesses no publicly available products [1]. SSI's operational philosophy centers on a singular mission: "only one goal, one product—safe superintelligence" [1]. Despite these constraints, the investment reflects a significant valuation trajectory, with SSI's estimated worth rising from $5 billion in September 2024 to $320 billion in April 2025, with analysts projecting a post-investment valuation between $330 billion and $500 billion [1].
This transaction underscores a fundamental shift in the artificial intelligence industry, where computational resources are increasingly replacing cash as the primary currency of investment and where backing individual researchers has become paramount [1]. Sutskever, a co-author of AlexNet and co-founder of OpenAI, left his position as Chief Scientist in May 2024 to establish SSI [1]. The two parties reportedly reached agreement in an exceptionally short timeframe of only several weeks [1].
