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Analysis

Two AI companies tie scale to physical resources

Safe Superintelligence is expanding compute through Nvidia's Vera Rubin platform, while Enigma ties a 71 million dollar seed round to its own robotic arms, models and fleet of more than 100 robots.

Artificial Intelligence··Morning
Open-air illustration connecting a solar-powered compute terrace to a robotic work yard

Safe Superintelligence expands its compute

TechCrunch reports that Safe Superintelligence has partnered with Nvidia. The deal gives the company access to Vera Rubin hardware and is expected to increase its compute tenfold. It includes an undisclosed Nvidia investment. TechCrunch cites a source describing several billion dollars, while Bloomberg reported $5 billion; neither company confirmed the figure. PitchBook puts total funding at $7 billion and the valuation at $32 billion.[1]

Enigma builds the robot and model together

Enigma raised a 71 million dollar seed round co-led by Index Ventures and Ribbit Capital. Founders Jonathan Jacobi and Gal Niv say it built both robotic arms and their models from scratch. More than 100 robots at sites in Israel and California perform painting, combat simulation and chemistry experiments. Enigma foregrounds control as well as model capability: making robots easier to steer through text, audio, video examples and gestures.[2]

Scale takes two different physical forms

Both deals expand AI research through tangible resources, but put those resources in different places. Safe Superintelligence receives outside compute and investment to run research on Nvidia hardware. Enigma combines capital with its own arms, models and fleet of more than 100 machines. One scales through hardware access; the other by building hardware and models inside one operation. The figures are not outcome measures; they show the physical setup each company chose for expansion.[1], [2]

References

  1. News sourceTechCrunchSafe Superintelligence partners with Nvidia to scale its compute↩1↩2
  2. News sourceTechCrunchEnigma raises a $71M seed round for robot foundation models↩1↩2