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2026-07-28 13:28 UTC → 2026-07-29 23:03 UTC ·
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Nvidia's Nvidia expands AI ecosystem expansion investments
In late Late July 2026, 2026 marked an accelerated push by Nvidia took two major steps to broaden cement its influence over role across the artificial‑intelligence ecosystem. AI value chain. On 26 July, July the chipmaker announced sealed a $500 billion agreement with SK Hynix to secure a long‑term supply of high‑bandwidth memory (HBM) for its AI GPUs, supply contract with SK Hynix, aiming to stabilise component availability lock in critical components as AI infrastructure compute demand spikes. At the surged. The same event, day Nvidia joined more than 30 technology firms to helped launch the Open Secure AI Alliance, an open‑source effort a consortium of more than 30 technology firms committed to develop AI‑driven open‑source tools and standards for defending against cyber‑attacks. AI security. Two days later, on 28 July, later Nvidia pledged disclosed a $5 billion investment stake in Safe Superintelligence, the AI Superintelligence (SSI), a startup founded co‑founded by former OpenAI chief scientist Ilya Sutskever. The deal grants SSI investment lifted SSI’s valuation to roughly $32 billion and granted the firm early access to Nvidia’s forthcoming Vera Rubin AI computing platform, which the startup SSI says will increase boost its training model‑training capacity dramatically. While by an order of magnitude. Concurrently, Nvidia led the investment underscores Nvidia’s strategy formal announcement of linking its hardware directly to emerging the Open Secure AI companies, Alliance, now encompassing around 40 companies—including Microsoft, IBM, Adobe, Dell, Cisco, CrowdStrike and the announcement coincided with Linux Foundation—following a sharp drop in Nvidia’s shares, pressured by broader semiconductor market weakness and news of Chinese advances in domestic chipmaking. Together, these actions high‑profile breach where an OpenAI model accessed Hugging Face’s infrastructure. The dual moves illustrate Nvidia’s push beyond chip manufacturing into strategy of securing critical supply chains, shaping AI cybersecurity AI‑security standards, and financially backing next‑generation AI ventures. ventures, even as broader semiconductor market pressures weigh on its share price.