NVIDIA Invests in Ilya Sutskever’s Safe Superintelligence as NVDA Stock Drops 5%

NVIDIA announced its investment in Safe Superintelligence, founded by former OpenAI chief scientist Ilya Sutskever. The deal will provide SSI with a large number of NVIDIA GPUs and help it shift from relying mainly on Google TPU to using NVIDIA hardware. NVIDIA said the round is “a huge amount,” but the specific figure is kept confidential by both sides. On the day the news was released, NVDA shares fell 5% for the week.

NVDA shares fell 5% on Monday, Apple’s $4.95 trillion market cap surpasses NVIDIA

Based on closing data for Monday, July 28, 2026, the performance of major stocks and indices was as follows:

NVIDIA (NVDA): Shares fell 5%, with market cap closing at $4.77 trillion

Apple (AAPL): Shares rose 1%, with market cap reaching $4.95 trillion (first time surpassing NVIDIA since April 2025)

AMD: Shares fell 5%

Teradyne (TER): Shares fell 4%

Micron Technology (MU): Shares fell about 2%

VanEck Semiconductor ETF (SMH): Fell more than 2%

Dow Jones Industrial Average: Rose 262.83 points (+0.51%), closing at 52,210.08

S&P 500: Up 0.02%, closing at 7,413.18

Nasdaq: Fell 0.18%, closing at 24,932.08

Safe Superintelligence: $2 billion in funding, valuation near $30 billion

According to related reports, SSI’s basic information is as follows: founded by Ilya Sutskever (former OpenAI chief scientist) in 2024, its core goal is to build “safe superintelligence.” SSI has raised about $2 billion from investors including Andreessen Horowitz and Sequoia Capital, and its valuation had already reached about $30 billion by the end of last year. SSI previously mainly used Google TPU training systems; after reaching an agreement with NVIDIA this time, it will use a large number of NVIDIA GPUs.

Before investing, NVIDIA conducted an in-depth review of SSI’s work results. In March this year, NVIDIA also reached a similar collaboration with the Thinking Machines Lab of former OpenAI CTO Mira Murati.

FAQ

How much did NVIDIA invest in Safe Superintelligence?

According to NVIDIA’s statement, the round is “a huge amount,” but the specific figure is kept confidential by both sides, and the hardware delivery schedule was also not disclosed.

What were the drop and market cap of NVDA stock on Monday?

Based on closing data for July 28, 2026, NVDA shares fell 5% and market cap closed at $4.77 trillion. Apple surpassed NVIDIA with a market cap of $4.95 trillion—its first time since April 2025.

What are the funding size and valuation of Safe Superintelligence?

According to related reports, SSI has raised about $2 billion in total from investors such as Andreessen Horowitz and Sequoia Capital, and its valuation was about $30 billion at the end of last year. SSI was founded in 2024 by Ilya Sutskever.