Nvidia is spearheading a new industry coalition called the Open Secure AI Alliance in direct response to the security incident where OpenAI attacked Hugging Face. The alliance, announced on Monday, includes major tech players such as Microsoft, Palantir, SpaceX, and dozens of other US and European companies. Its primary goal is to develop open-source security software that any organization can download, inspect, modify, and run on its own infrastructure.
The impetus came when Hugging Face, after being targeted, found itself unable to use leading US frontier models because their built-in safety controls blocked both malicious and defensive actions. This forced the company to resort to a Chinese open-weight model on its own hardware, which did not restrict the same protective measures. Nvidia highlighted this case as a “practical truth” and warned that closed, proprietary AI systems leave cyber defenders hamstrung.
The Open Secure AI Alliance will focus on remediating and disclosing vulnerabilities using open technologies, enabling defenders to run AI agents within private networks and customize software to specific threats without waiting for third-party updates. This push also comes amid US legislative debates on restricting Chinese AI products, including open-weight models, where Nvidia and partners like Meta had previously urged lawmakers not to impose “premature restrictions” that could stifle innovation.
Beyond security, Nvidia is making massive infrastructure bets. It has signed letters of intent with South Korea’s SK Group for projects exceeding $500 billion, covering memory supply, AI factories, and joint development of new memory technology. In South Korea, SK Telecom plans a 2-gigawatt AI cloud using Nvidia’s DSX platform and SK Hynix HBM4 memory, with the first facility opening in H1 2027. Meanwhile, Nvidia is providing a cash guarantee of around $250 billion for an OpenAI data center in southern Ohio, a project that could reach $500 billion in total value and would be the largest announced data center, backed by a SoftBank energy subsidiary. OpenAI itself recently raised its planned computing spend through 2030 to about $750 billion.
