Capital de TokensNvidia isn't betting against SSI: it's buying insurance
Watch on YouTube To me, this deal is also an insurance policy. Insurance against what? Against the possibility that the next wave of AI is not trained primarily on Nvidia. SSI reportedly used a lot of Google's compute, including TPUs. If you're Nvidia and you see that one of the world's most respected researchers is
To me, this deal is also an insurance policy. Insurance against what? Against the possibility that the next wave of AI is not trained primarily on Nvidia. SSI reportedly used a lot of Google’s compute, including TPUs. If you’re Nvidia and you see that one of the world’s most respected researchers is building something outside your ecosystem, you have a potential problem. Because if SSI discovers a new recipe using Google’s infrastructure, technical prestige could shift. Exactly. Nvidia doesn’t want to be just the dominant supplier for the current generation. It wants the next generation of labs to depend on its platform from the start. So the investment isn’t necessarily a sign that “we know SSI is going to achieve superintelligence.” It may be a sign that “we can’t afford to let Sutskever’s lab scale away from us.”
Full episode: https://youtu.be/KxrPS4mR6P0
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