NVIDIA Makes Substantial Investment in SSI's Computing Power Expansion
NVIDIA has made a "substantial" investment in Ilya Sutskever's SSI.
SSI stated that this investment will allow it to increase its computing power tenfold within the next 12 months.
The two parties have also established a long-term strategic partnership, with SSI gaining access to NVIDIA's next-generation Vera Rubin platform.
Source: Public Information
ABAB AI Insight
The key to this investment is not whether SSI has products, but NVIDIA's decision to invest early in the next generation of superintelligence after observing its research progress.
This capital strategy is a typical case of "computing power first, research amplified later": first using hardware and capital to scale up research, then using greater computing power to validate whether the path is worth further investment.
Similar cases can be compared to the early funding models of OpenAI, Anthropic, and various cutting-edge laboratories, but SSI is more extreme because it has almost no publicly available products or revenue yet has entered the strategic investment list of top chip manufacturers.
Essentially, this is about capital concentration, as NVIDIA is no longer just selling chips but is directly allocating computing power to a few research teams deemed most likely to define the next generation of AI.
ABAB News · Cognitive Laws
The most expensive thing is not the model, but the validated possibilities.
Concentrating computing power first will shape the path.
Top capital often bets not on results, but on amplifiers.