On July 27, 2026, Nvidia launched two battle lines in the computing power sector: one involved a large investment in Safe Superintelligence, founded by Ilya Sutskever, which focuses on superintelligence and safety research, announcing a strategic partnership to funnel funds and GPUs into a lab that claims "research has reached a stage suitable for scaling up." The official expectation from SSI is about a tenfold increase in computing power over the next 12 months, although specific hardware and deployment details have been deliberately withheld; on the other hand, Nvidia, along with South Korea's largest internet company Naver and asset management giant Brookfield, jointly announced plans to build gigawatt-level AI cloud infrastructure in South Korea and the United States, expanding the Sejong AI Factory to approximately 200 megawatts, with a target set for 2028, embedding it into Korea's national AI landscape. From increasing AI computing power for superintelligence research to the long-term infrastructure of transnational gigawatt-level clouds, Nvidia's shift from a single hardware supplier to a computing power ecosystem investor was clearly marked on this day. Simultaneously, another front seemingly unrelated to chips and data centers quietly opened: the UK financial technology unicorn Revolut stepped up its marketing investment in the cryptocurrency field by sponsoring crypto KOLs on YouTube and recruiting content creators in the European Economic Area for a program named crypto creator, competing for the attention of young crypto users against native exchanges like Coinbase and Binance, while directing traffic to its compliant crypto trading service. One side focuses on stacking power and GPUs for AI computing arms, while the other contends for user and creator entry in cryptocurrencies; these two expansion lines, which originally belonged to different industry narratives, began to overlap in time in 2026, paralleling the upgrades of AI infrastructure and crypto user competition, becoming an unavoidable background in observing technology capital dynamics in the following years.
Investing in SSI: Nvidia Locks In Superintelligence Computing Power
In the arms race on the computing power front, the cutting-edge lab chosen by Nvidia is Safe Superintelligence, founded by Ilya Sutskever. The substantial investment and long-term strategic cooperation announced on July 27, 2026, superficially aim to provide more computing power to SSI, but the underlying logic resembles an early locking of a potential "computing power channel" toward superintelligence and a group of top-tier research talents. For Nvidia, whoever first approaches the door of superintelligence will steadily and continuously consume massive amounts of training and inference computing power in the coming years, directing orders and technological discourse towards its closely bound hardware and capital providers.
SSI's official statement highlights the timing: research has progressed to a stage suitable for scaling up, and this cooperation mainly serves to press the "multiplication key" on research scale and computing power input. According to public information, SSI expects to increase its computing power by about ten times in the next 12 months, which suggests that Nvidia has already outlined a high-intensity, long-term growth anchor on its computing power map without waiting for superintelligence to truly appear. Compared to previous investments in computing power and cloud service companies like CoreWeave, Nvidia this time is not just betting on the demand growth of a particular data center or cloud platform, but is directly extending capital to source labs focused on AI safety and superintelligence research, upgrading from "selling GPUs" to "investing in mechanisms generating future computing power demand." Therefore, Nvidia's transformation from a simple hardware supplier to an AI ecosystem investor has become more clearly manifest as a continuous strategic path spanning computing power companies and cutting-edge research institutions.
From CoreWeave to Gigawatt Cloud: Nvidia's Computing Power Blockade
If Nvidia’s prior bet on CoreWeave was an experiment of "from selling cards to selling computing power" in the US, Naver appeared to be a key piece in extending this computing network into the Asia-Pacific region. As South Korea's largest internet company, Naver developed large models like HyperCLOVA, with increasing training and inference demands that naturally make it a regional anchor point in Nvidia's global computing power layout. The "gigawatt-level AI cloud infrastructure" planned in collaboration with Nvidia and Brookfield goes beyond just expanding a data center; it encompasses computing power docking projects covering both South Korea and the United States, integrating transcontinental training and inference loads into a single set of hardware and operational narratives. The planned expansion of the Sejong AI Factory to approximately 200 megawatts, targeting 2028, publicly embeds it in the context of South Korea's national AI strategy, which means this computing power pipeline serves Naver's business model while also binding with a national AI roadmap. Brookfield, as a major asset management institution, provides capital and infrastructure operational capabilities, making this "gigawatt cloud" closer to a long-term asset from financial and engineering perspectives rather than a temporary computing power speculation, while Nvidia consolidates its role as a core computing power supplier and technical standard setter.
From a timeline perspective, Nvidia first tested the waters with computing and cloud service companies like CoreWeave, packaging GPU deliveries and cloud computing into a service directed at developers and model companies. Then, through building gigawatt-level AI clouds with Naver and Brookfield, it implanted this model into a regional hub backed by national strategy. Geographically, CoreWeave in the US and the Sejong AI Factory in South Korea are far apart, yet in Nvidia's computing power map, they are viewed as different nodes of the same "blockade line": the former provides elastic computing power for North American large models, while the latter hosts HyperCLOVA and its subsequent iterations, reserving space for larger scales with the 200 megawatt target. When Nvidia invests in cutting-edge research institutions on one end and binds regional cloud computing operators on the other end while weaving in capital and infrastructure collaborators like Brookfield, a globally encompassing computing service network evolves from scattered investments to deliberate layouts, aiming to lock as much future large model training and inference within Nvidia's leading hardware and cloud ecosystem as possible.
Computing Power Arms Upgrade: AI Cloud and Crypto Applications Pulling Against Each Other
As Nvidia boosts SSI and prepares to amplify its computing power by about ten times over the next 12 months, while also pushing for the gigawatt-level AI cloud and the 200 megawatts target of the Sejong AI Factory with Naver and Brookfield, the computing power arms race has evolved from "point investments" into a rearrangement of the entire resource chain. Upstream GPU and data center electricity, racks, and operational teams are being concentrated and locked into a few projects and partner systems, while the timeline for large model training and inference, and how much computing power can be accessed, is increasingly determined by Nvidia and its cloud collaborators rather than by free competition downstream. For on-chain computing power projects and cryptocurrency narratives that also rely on high-performance GPUs, this signifies an implicit priority ordering: when models like SSI and HyperCLOVA are queued for processing, the production and expansion priority of AI cloud resources might overshadow any projects trying to present a "decentralized computing power" narrative.
Naver seeks to lock East Asian and American large model demands into its own data centers through HyperCLOVA and the planned gigawatt-level AI cloud, while Nvidia, through early investments in computing and cloud service companies like CoreWeave, combined with new collaborations with Naver and Brookfield, anchors itself as the joint upstream player. Traditional internet companies and large asset management institutions converge on the infrastructure end, while fintech platforms scramble for position at the user entry point: Revolut provides crypto trading services within a compliant framework, sponsors YouTube crypto KOLs, and recruits crypto creators in the European Economic Area, hoping to secure more young users in competition with Coinbase and Binance. One side, driven by Nvidia, is expanding AI cloud and data centers, competing for GPUs, electromechanics, and electricity budgets; the other side sees platforms like Revolut reinforcing crypto entry points, competing for users’ attention and asset migration paths. As computing power and entry points are consumed by a few giants, subsequent AI applications and on-chain computing power projects must seek gaps in this established map, without the space to redefine the battlefield.
Revolut's Bet on Crypto KOL Compliance to Capture Young Users
In the entry battlefield, the most aggressive action is not taken by native cryptocurrency exchanges but by the UK fintech unicorn Revolut, which already offers crypto trading services within a compliant framework. It sponsors crypto KOLs on YouTube, quietly purchasing the display ads, voiceovers, and educational content of leading channels, while according to trader CBB, it recruits crypto content creators in the European Economic Area under a program named "crypto creator." The budget and KOL list are not public, but the pathway is very clear: first occupying the content entry that young users engage with every day, then embedding this content back into Revolut’s product narrative, ensuring that educational videos about "how to buy coins" and "how to secure assets" naturally point to its own app rather than neutral tutorials.
From a strategic perspective, this is a content infiltration experiment of a compliant fintech platform into the crypto sphere. Native cryptocurrency exchanges like Coinbase and Binance have already established a high penetration rate and community culture among young crypto users worldwide. Revolut chooses to bypass technology and product differences and directly confront them in discourse: having creators tell the story of "compliant entry," using KOL credibility to dilute young users' reliance on native exchanges. When a compliant platform begins to build its own crypto content ecosystem, other fintech companies find it hard to stand idly by. Coinbase and Binance also have to monitor and partially imitate this model, strengthening their creator programs or adjusting strategies toward KOL collaborations. The entire KOL battlefield thus evolves from purely brand exposure to a long-term tug-of-war for narrative control and asset migration routes between compliant and native platforms.
The Next Steps for the Computing Power Empire and New Crypto Customers
Nvidia's layout in computing power has upgraded from a single GPU supplier to the architect of a global computing power empire: while injecting substantial funds into Safe Superintelligence and pledging to help amplify its research-required computing power by about ten times over the next 12 months, it is also promoting gigawatt-level AI cloud infrastructure in South Korea and the US with Naver and Brookfield, expanding the Sejong AI Factory to approximately 200 megawatts, targeting 2028, weaving a computing power network's framework from mid-term SSI expansion and long-term national-level AI factory timelines. Parallel to this is Revolut's offensive at the user entry point—providing crypto trading services under existing regulatory frameworks, while sponsoring YouTube crypto KOLs and recruiting crypto creators in the European Economic Area, directly vying for the entrance of the next batch of new crypto customers. For investors, the supply of computing power and user platforms is rapidly concentrating around a few giants, which means one can bet on winners along the two main lines of "hardware—cloud—research institutions" and "compliant platforms—content ecosystem—asset entry." It also necessitates a reassessment of the bargaining power imbalances, technical and regulatory single-point failure risks brought by centralization, and how much flexible strategic space different roles can retain in this computing power and entry battle after Nvidia discloses the specific terms for SSI and financial details of the gigawatt cloud project.
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