Monday, September 14, 2026
AI 인프라 · 뉴스 & 분석
반도체·하드웨어리포트
반도체·하드웨어 · 리포트

Nvidia는 OpenAI의 전직 최고 과학자 Ilya Sutskever가 이끄는 프론티어 AGI 랩 Safe Superintelligence(SSI)에 '상당한' 규모의 자본을 투자하고 있으며, Google의 TPU 생태계에서 벗어나고 있습니다.

Nvidia의 AGI 연구에 대한 전략적 투자; frontier labs에서 Google에서 Nvidia로의 경쟁 우위 이동; post-inference 워크로드 지출 포착을 겨냥한 칩 공급자 전략
업계 전문지Slicast · July 29, 2026 · 글로벌 · 출처: The Decoder
중요도 93

Nvidia is investing a "substantial" sum into Safe Superintelligence (SSI), the AI lab founded by Ilya Sutskever, OpenAI's former chief scientist. The companies announced the partnership on Monday but did not disclose the exact amount.

Under the long-term agreement, SSI will gain access to Nvidia's next-generation Vera Rubin GPU platform, which the companies say will increase its compute capacity tenfold. The lab has previously relied primarily on Google's TPU chips, according to the Wall Street Journal. The partnership also positions Nvidia to compete with Google as a chip supplier amid the current AI expansion.

Sutskever described the research as focused on "overlooked aspects of how the human brain functions." SSI was established in 2024 with a single objective: a "straight-shot" sprint toward safe superintelligence. The company has raised approximately $2 billion from Andreessen Horowitz, Sequoia Capital, DST Global, and Greenoaks, and was most recently valued at around $30 billion.

원문 보기