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Nvidia agrees to acquire Hugging Face for $13B

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Re: Nvidia agrees to acquire Hugging Face for $13B

#561
This is the opening move of the end game for the current "AI" wave.

Hyperscalers and hardware manufacturers will absorb the overgrowth and hopefully (for them, sucks for us) settle at the top of the software value chain. The only way to make all the money poured into compute for the last 4 years pay for itself at any level is selling people and corporations on very inefficient software for the next couple of decades.

Not too different from what "the cloud" did to this market from 2015 or so...

Re: Nvidia agrees to acquire Hugging Face for $13B

#563
post #108

Nvidia's been pretty terrible for open source / free software. No need to quote Linus Torvalds here. They want to control what runs on their hardware. They want to you write code against their proprietary drivers and APIs, not directly against the hardware (which these days of course also contains plenty of software, but still). Don't expect things to go differently this time around. Nvidia wants control over the sof…

> Nvidia's been pretty terrible for open source / free software.

Their strategy for AI is pretty clear and they bank on on-premises OSS models for the busines, with their really cool open-source software: https://www.youtube.com/watch?v=tmcn1-jFLWY

This is a really good watch and is a glimpse into what the actual future shapes up to be considering the current situation in where the OSS Chinese models successfully compete with proprietary US ones.

Re: Nvidia agrees to acquire Hugging Face for $13B

#564

Earlier quoted context omitted.

EEE is impossible already. They can't close pandoras box now. Why is it alarming for a shovel salesman to also sell plants?

Context: Liz Lemon has been buying two products together because one of them creates a need for the other. Jack Donaghy: The only thing I will be discussing with the House Subcommittee on Baseball, Quiz Shows, Terrorism, and Media is vertical integration. Liz Lemon: What's vertical integration? Jack Donaghy: Imagine that your favorite corn chip manufacturer also owned the number one diarrhea medication. Liz Lemon: Th…

That's not vertical integration though. Vertical integration would be the corn chip maker buying corn farms for example. I don't think there's a name for "buying makers of complementary goods".

Re: Nvidia agrees to acquire Hugging Face for $13B

#567

This is the opening move of the end game for the current "AI" wave. Hyperscalers and hardware manufacturers will absorb the overgrowth and hopefully (for them, sucks for us) settle at the top of the software value chain. The only way to make all the money poured into compute for the last 4 years pay for itself at any level is selling people and corporations on very inefficient software for the next couple of decades.…

Someone gets it. The start of the end to the AI bubble bursting.

Re: Nvidia agrees to acquire Hugging Face for $13B

#569

Earlier quoted context omitted.

Context: Liz Lemon has been buying two products together because one of them creates a need for the other. Jack Donaghy: The only thing I will be discussing with the House Subcommittee on Baseball, Quiz Shows, Terrorism, and Media is vertical integration. Liz Lemon: What's vertical integration? Jack Donaghy: Imagine that your favorite corn chip manufacturer also owned the number one diarrhea medication. Liz Lemon: Th…

That's not vertical integration though. Vertical integration would be the corn chip maker buying corn farms for example. I don't think there's a name for "buying makers of complementary goods".

vertical integration
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