Nvidia bets $5bn on Ilya Sutskever’s AI breakthrough - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号)。如果该手机号尚未注册,将自动创建 FT中文网账号。短信可能需要几分钟送达,验证码15分钟内有效,请耐心等待:
请您阅读我们的用户注册协议和隐私权保护政策,点击下方按钮即视为您接受。
商业快报

Nvidia bets $5bn on Ilya Sutskever’s AI breakthrough

Safe Superintelligence will use Vera Rubin chips to rapidly expand computing capacity for its secretive research
00:00

{"text":[[{"start":10.04,"text":"Nvidia has agreed a $5bn investment in Safe Superintelligence, the secretive artificial intelligence start-up led by OpenAI co-founder Ilya Sutskever, deepening the chipmaker’s ties with one of Silicon Valley’s most closely watched AI companies."}],[{"start":25.58,"text":"The Silicon Valley group and SSI announced the deal on Monday as part of a “long-term partnership” that will see the start-up use Nvidia’s latest Vera Rubin hardware."}],[{"start":35.62,"text":"The $4.75tn chipmaker has agreed to invest around $5bn, according to people briefed on the terms of the deal. Such large commitments are typically contingent on the start-up hitting certain milestones."}],[{"start":47.88,"text":"The two companies declined to comment on the financial terms of the deal, saying only that the investment was “substantial”."}],[{"start":53.86,"text":"The funds will help SSI to build the computing capacity needed to capitalise on what it says is a research breakthrough."}],[{"start":60.9,"text":"“We have research that is worthy of scaling up, and having access to a big Nvidia computer will let us do so,” Sutskever said on Monday."}],[{"start":68.98,"text":"The investment will allow SSI to increase its available computing power 10-fold over the next 12 months, the company said."}],[{"start":76.5,"text":"The investment is the latest in a series of circular financing deals between AI chipmakers and model developers. Last week, Nvidia rival AMD said it would invest up to $5bn in Anthropic."}],[{"start":88.5,"text":"The start-up, which still has only a few dozen employees, has been working on a new approach to AI research that breaks with the approach underpinning large language models developed by OpenAI, Google and Anthropic."}],[{"start":99.94,"text":"SSI was previously valued at $32bn last year when it raised $2bn from investors including Greenoaks, Lightspeed Venture Partners and Andreessen Horowitz. Nvidia is an existing investor in the company."}],[{"start":113.02,"text":"Despite its lofty valuation and high-profile talent, little is known about what it is working on. The start-up is yet to release its first product or publish any research. Sutskever told the FT in 2024 that he and his team had “identified a new mountain to climb that’s a bit different from what I was working on previously”."}],[{"start":130.7,"text":"Jensen Huang, Nvidia chief executive, said Sutskever had already “pioneered fundamental breakthroughs at the foundation of modern AI”."}],[{"start":139.84,"text":"“We are excited to see what new breakthroughs SSI will discover powered by our Vera Rubin platform,” he added, referring to the latest generation of its AI systems."}],[{"start":150.7,"text":"Nvidia has previously agreed similar large-scale investments with some of its biggest customers, including OpenAI and Mira Murati’s Thinking Machines Lab."}],[{"start":160.18,"text":"Widely regarded as one of the leading AI researchers of his generation, Sutskever was instrumental in the creation of the technology that led to the breakthrough launch of ChatGPT in 2022."}],[{"start":171.64,"text":"He co-founded SSI in 2024 after being closely involved in a boardroom coup against OpenAI’s chief executive Sam Altman the previous year. Altman was quickly reinstated as CEO and Sutskever left OpenAI six months later."}],[{"start":188.26,"text":"Sutskever was one of the first AI engineers to grasp the so-called “scaling law” that showed LLMs became more capable with more data and computing power."}],[{"start":198.24,"text":"In November, he suggested that the returns from that approach were diminishing. “Now that compute is big, compute is now very big, in some sense we are back to the age of research,” Sutskever said in a podcast interview."}],[{"start":211.5,"text":"Bloomberg previously reported details of the latest financing."}],[{"start":220.24,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1785197660_9455.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

AI股票泡沫终于要破裂了吗?

马丁:任何理性的人都能看出AI资产中不可持续的迹象。

埃森哲与“四大”瞄准中型企业市场谋增长

随着AI释放人力、降低服务成本,咨询巨头纷纷将目光投向规模较小的企业,希望以更低价格提供服务。

法拉奇:“我从未支持无休止的战争”

英国改革党领导人在美国共和党中期选举惨败后淡化了自己对伊朗战争的支持。

“蓝色浪潮”对美国经济变革的期待恐将落空

艾肯格林:美国国会的党派构成发生变化,对特朗普剩余任期内的政策制定影响不大。

民主党横扫中期选举,华尔街大金主押注失利

顶级对冲基金经理和私募股权投资公司高管为共和党竞选活动投入逾3亿美元,却几乎未见成效。
13小时前

美国的清晨,市场的黄昏

罗奇:美国中期选举结果再令人震惊,也阻止不了经济金融周期的转向。
设置字号×
最小
较小
默认
较大
最大
分享×