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Applied AI·September 7, 2026·1 min read

'The planets aligned': Nvidia confirms $12.9bn Hugging Face deal in potentially huge AI shake-up

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Nvidia spending $12.9B on Hugging Face is a vertical integration move—owning not just chips, but the open model and tooling community that drives demand for those chips. If you’re building on HF, expect tighter coupling with Nvidia’s stack and start scenario-planning for ecosystem concentration risk.