Nvidia reportedly weighs $250B OpenAI backstop while backing SSI with a $5B bet
新智元 · wechat · 2026-07-28
A report says Nvidia is deepening its bets on frontier AI labs with two huge moves: a long-term partnership with Ilya Sutskever’s SSI and a potential financing backstop for OpenAI’s next massive compute buildout.
- Nvidia and SSI announced a strategic partnership, with the article citing a $5 billion Nvidia investment and a 10x increase in SSI’s compute access over the next 12 months.
- The same report says Nvidia is considering up to $250 billion in financing support for OpenAI, tied to a planned $500 billion supercomputing campus with about 10 GW of power demand.
- The piece frames this as Nvidia moving beyond selling GPUs and into backing the labs and infrastructure that will buy them, while also hedging between the “scale more” and “new paradigm” camps in AI.
Related event: Nvidia's $750B+ AI Deals Spark Circular Financing Concerns(8 posts)→
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