The angle here isn’t that Nvidia is hedging against OpenAI. It’s that they’re building a customer. Safe Superintelligence needs an order of magnitude more compute to work, which means it needs Nvidia GPUs. Which Nvidia will sell.
Sutskever’s lab isn’t a competitor to Nvidia. It’s infrastructure that justifies Nvidia’s pricing and keeps the demand curve steep. That’s not diversification, that’s vertical integration dressed as a venture bet.
