Think of Nvidia’s $13 billion deal for Hugging Face as a form of ‘health insurance’
THE SO WHAT
Spending $13B on Hugging Face is Nvidia underwriting the open-source ecosystem to keep model diversity—and thus GPU demand—high. If you’re building on open models, expect tighter coupling to Nvidia’s stack over time, from optimized runtimes to bundled credits, and plan accordingly for lock-in and pricing power.
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