Ilya Sutskever’s Safe Superintelligence Inc. and NVIDIA Announce Long-Term Strategic Partnership
Rhea-AI Summary
NVIDIA (NASDAQ:NVDA) and Safe Superintelligence (SSI), led by Ilya Sutskever, announced a long-term strategic partnership under which NVIDIA will both invest in SSI and provide access to its next-generation Vera Rubin compute platform.
According to the companies, NVIDIA’s substantial investment and Vera Rubin access are expected to expand SSI’s compute capacity by roughly an order of magnitude, supporting SSI’s focused effort to develop a safe superintelligent AI system. The partners also plan to collaborate on the technical advancement of NVIDIA’s current and future compute platforms, using SSI’s research insights into the future of AI. NVIDIA said it entered the partnership after gaining rare visibility into SSI’s closely guarded research, while SSI called the Vera Rubin platform a key enabler for scaling its work.
Positive
- Long-term NVIDIA–SSI partnership with strategic AI compute collaboration
- NVIDIA investment provides additional capital to SSI
- Compute capacity for SSI expected to grow by about one order of magnitude
- Joint development on current and future NVIDIA Vera Rubin platforms
Negative
- None.
News Explained
The announcement says NVIDIA has invested in SSI, but provides no investment amount, ownership or dilution terms, use of proceeds, or conversion mechanics, leaving the transaction’s direct economic effect on existing NVIDIA common holders unquantified.
News Market Reaction – NVDA
In the Jul 27 session, NVDA declined 4.99%, reflecting a moderate negative market reaction. Argus tracked a trough of -6.8% from its starting point during tracking. Our momentum scanner triggered 6 alerts that day, indicating moderate trading interest and price volatility.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Previous Partnership Reports
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Mar 16 | Strategic partnership | Positive | -0.7% | Expanded autonomous-driving collaboration using NVIDIA DRIVE Hyperion for vehicle and robotaxi development |
| Mar 02 | Strategic partnership | Positive | +3.0% | Multiyear optics partnership included purchase commitments and a $2 billion NVIDIA investment |
| Dec 01 | Strategic partnership | Positive | +1.6% | Integrated accelerated computing and AI tools into Synopsys engineering and simulation workflows |
| Oct 28 | Strategic partnership | Positive | +5.0% | Targeted a global Level 4 autonomous ride-hailing network beginning in 2027 |
| Jun 11 | Strategic partnership | Positive | -0.8% | AI collaboration targeted accelerated drug-discovery research with Novo Nordisk and DCAI |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Across five tag-matched partnership events, NVDA had two aligned positive reactions and three divergences, with an average move of 1.63%.
Key Terms
accelerated computing technical
forward-looking statements regulatory
safe harbor regulatory
AI-generated analysis. How Rhea-AI works. Not financial advice.
Access to NVIDIA’s Best-in-Class Vera Rubin Systems Expands SSI’s Compute by an Order of Magnitude
SANTA CLARA, Calif. and PALO ALTO, Calif., July 27, 2026 (GLOBE NEWSWIRE) -- Safe Superintelligence Inc. (SSI) and NVIDIA today announced a long-term partnership to rapidly accelerate SSI’s strategic growth. NVIDIA has additionally made an investment in SSI.
For SSI, NVIDIA’s substantial investment combined with access to the next-generation, best-in-class NVIDIA Vera Rubin platform will allow SSI to increase its compute by an order of magnitude. The two companies will also collaborate on the technical advancement of NVIDIA’s current and future compute platforms, leveraging SSI’s unique insights into the future of AI.
For the last two years, SSI has been quietly advancing a new research direction to unlock a powerful and robustly aligned artificial intelligence. NVIDIA entered this partnership to accelerate SSI’s next stage of growth after obtaining rare access into the company’s closely guarded research.
“Ilya has pioneered fundamental breakthroughs at the foundation of modern AI, beginning with AlexNet,” said Jensen Huang, founder and CEO of NVIDIA. “We are excited to see what new breakthroughs SSI will discover powered by our Vera Rubin platform.”
“We have research that is worthy of scaling up, and having access to a big NVIDIA computer will let us do so,” said Ilya Sutskever, cofounder and CEO of SSI. “We’re incredibly proud to be partnering with Jensen and the NVIDIA team, and we are confident that our big bet on the Vera Rubin platform will take us to the next level.”
About SSI
Safe Superintelligence Inc. (SSI) is the world’s first straight-shot SSI lab, with one goal and one product: a safe superintelligence. Founded in 2024, the company is led by Ilya Sutskever and Daniel Levy. Sutskever’s research laid the foundation for modern AI, with contributions to AlexNet, AlphaGo, Sequence-to-Sequence learning, and the GPT models. He also spearheaded the research that led to reasoning models such as OpenAI o1. SSI’s investors include Andreessen Horowitz, DST Global, Greenoaks, and Sequoia Capital.
About NVIDIA
NVIDIA is the world leader in AI and accelerated computing.
For further information, contact:
Mylene Mangalindan
Corporate Communications
NVIDIA Corporation
press@nvidia.com
Gloria Labbad
Media Inquiries
SSI
comms@ssi.inc
Certain statements in this press release including, but not limited to, statements as to: expectations with respect to NVIDIA’s partnership with SSI; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/65acb244-82c0-4dea-9023-59d66f334807
