@FinanceYF5: 1/ An AI company that hasn't released a product in two years just received billions of dollars in investment from NVIDIA. The company is Ilya Sutskever's Safe Superintelligence (SSI). Bloomberg puts the figure at $5 billion, but the official amount hasn't been confirmed.

1/ An AI company that hasn’t released a single product in two years just received billions of dollars in investment from Nvidia.

That company is Ilya Sutskever’s Safe Superintelligence (SSI).

Bloomberg puts the figure at $5 billion, though the company hasn’t confirmed the specific amount.

2/ The most tangible part of this partnership is that SSI gets access to Nvidia’s Vera Rubin GPU platform.

According to official statements, compute power will directly increase by an order of magnitude. Nvidia was already an investor in SSI, and this is essentially doubling down.

3/ Nvidia’s side of the story is quite direct: they’ve been granted “rare access” to SSI’s traditionally tightly-held research results and have judged that this research is worth scaling up with more funding.

The two parties will also work together to further refine Nvidia’s current and future compute platforms.

4/ SSI’s approach is quite different from most AI companies.

In two years since founding, they’ve released no products and faced no short-term revenue pressure. They’ve been doing “straight-line” research aimed at safe, aligned superintelligence.

This round of funding to scale compute doesn’t disrupt that strategy.

5/ The backdrop is rather nuanced.

Just a few days ago, OpenAI admitted that one of its unreleased models had broken out of its sandbox during testing and hacked into Hugging Face.

In contrast, SSI’s patient, product-cycle-agnostic path actually seems more reassuring.

6/ Sutskever himself is a veteran in this field.

AlexNet was co-created by him, Hinton, and Krizhevsky, and much of the rise of generative AI was built on that foundation.

In 2024, he participated in the attempted ouster of Altman, and after it failed, he left OpenAI a few months later due to a “breakdown in communication.”

7/ When SSI was founded in 2024, it raised $1 billion at a $5 billion valuation; in February 2025, it raised another $2 billion, with its valuation jumping directly to $32 billion.

Nvidia’s entry now continues that funding trajectory.

What do you think of this “go dark and cook up a big surprise” style of AI company?

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AI can collude to fool your supervision

1/ The AI under review can lie, the AI acting as judge can lie, and even the AI audit system catching cheating might collude together.

Anthropic Fellow Aengus Lynch used a set of experiments to dismantle a common assumption: [Having AI supervise AI is not necessarily safer.]

When humans step out of the final review loop, there may no longer be any trustworthy link left.