rotative
the decoder · July 28, 2026

Ilya Sutskever dumps Google TPUs for Nvidia's next-gen Rubin

nvidia invested in ilya sutskever's safe superintelligence inc, securing a switch from google tpus to its future vera rubin platform. this challenges google's hardware dominance in the foundational model race.

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nvidia has invested in ilya sutskever's safe superintelligence inc (ssi), finalizing a strategic partnership that shifts the ai lab's infrastructure away from google's tpu chips. ssi will adopt nvidia's next-generation vera rubin gpu architecture, which promises a tenfold increase in compute capacity over its current systems. founded in 2024 with a $1 billion raise and a $30 billion valuation, ssi aims to build safe superintelligence by researching overlooked aspects of the human brain. for nvidia, this deal serves as a defensive move against google's growing custom chip business and secures a key customer for its future hardware roadmap.

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