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Nvidia agrees to acquire Hugging Face for $13B

businessinsider.com

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

#801

Post by Exoristos »

Insanity wrote: post #753
DebtDeflation wrote: post #697

Earlier quoted context omitted.

Nvidia is hedging their bets against becoming too dependent on OpenAI, Anthropic, and the hyperscalers as their only customers. If on-prem deployments of open models starts taking off in corporate America, this acquisition positions them well.

Nvidia really is best positioned to benefit from the AI wave. They are the main provider for GPUs to the cloud-based LLM companies, and their GPUs are still preferred for local models as well. So either way they win.

Unless even factoring in those advantages, they are still massively overvalued, which seems to be their fear.

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

#802

Post by naikrovek »

ClarityJones wrote: post #767
maerF0x0 wrote: post #747

Earlier quoted context omitted.

1. America needs to repeal citizens united, it's the source of many angles of corruption 2. I think it will happen much sooner than 2245 given how easily capital and the rich are able to move around the globe in 2026 (compared to 1945)

Citizens United is a very sound ruling. People have a right to support candidates > they can print a sign and stand on a street corner > printing signs costs money > people have a right to spend money supporting candidates. People have a right to assemble > they can stand on a street corner with their friends > they can hold a big sign together > they can have lots of friends and form a group and print a really big s…

[dead]

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

#803

Post by metalliqaz »

Roark66 wrote: post #673

Soo, what are they buying exactly? Can I setup a forgejo instance, upload a bunch of open source models to it and get bought out for $13bln? I fail to see the point of this. Their inference hosting is a joke (I don't think I ever had a working response from a "try this model" form). Their brand alone surely is not worth this much. So what are they paying for? I worry the answer is, for control over who is allowed to…

Eventually they can close it off to seamless integration with AMD, Intel, and any other upstarts that threaten them.

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

#804

Post by ericd »

randusername wrote: post #601

Grim prediction: "Quantized models are no longer permitted on the Hugging Face platform. Reduced precision models are a safety hazard and a violation of our TOS. Click here to speak with a sales representative about our many exciting cloud hosting offerings or enterprise GPU packages."

I really, really doubt that, and I'm a bit surprised (not too surprised, HN has gotten really cynical) that this is the top comment. I think the future nvidia most doesn't want is a small number of closed labs that run away with it, and gain power to steer a large part of the hardware spending towards nvidia's competitors, as leverage in pricing negotiations for big hardware buys. Their ideal would seem to be lots of competition in the model space, driving lots of innovation in lots of areas, at low margins for the model makers, driving use and demand for hardware way up. They want the portion of the economy working on this to go up, and that's not going to happen if there's just a few companies that can afford to build models.

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

#805

Post by atq2119 »

ClarityJones wrote: post #782
imglorp wrote: post #779

Earlier quoted context omitted.

People yes. Corporations no.

What is a corporation but people? Companies are groups of people. They're one or more owners, some managers, possibly some staff. If you take away all the people, then there's nothing there.

This is ultimately about power.

Democracy is built on the idea that people are equal and have equal rights. This is only sustainable if the power differential between people isn't too large.

Corporations consist of people, yes, but the power to control where the efforts of these people are directed is concentrated on very few people, giving those people a large amount of power -- so large that without any checks on their influence on government, it undermines democracy.

It's the same argument for why super-wealthy individuals are so problematic. They're literally destroying the fabric of democracy through the power imbalance afforded by their wealth.

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

#806

Post by hector_vasquez »

randusername wrote: post #601

Grim prediction: "Quantized models are no longer permitted on the Hugging Face platform. Reduced precision models are a safety hazard and a violation of our TOS. Click here to speak with a sales representative about our many exciting cloud hosting offerings or enterprise GPU packages."

Ex-NVIDIA employee here who worked on inference software. When it comes to inference software and models, NVIDIA's strategy is advancing the state of the art in the open model realm. They are building software and services business for those markets that need to be competitive on their own merits, and quantization and precision tuning are techniques they use themselves constantly.

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

#807

Post by pstuart »

ClarityJones wrote: post #767
maerF0x0 wrote: post #747

Earlier quoted context omitted.

1. America needs to repeal citizens united, it's the source of many angles of corruption 2. I think it will happen much sooner than 2245 given how easily capital and the rich are able to move around the globe in 2026 (compared to 1945)

Citizens United is a very sound ruling. People have a right to support candidates > they can print a sign and stand on a street corner > printing signs costs money > people have a right to spend money supporting candidates. People have a right to assemble > they can stand on a street corner with their friends > they can hold a big sign together > they can have lots of friends and form a group and print a really big s…

Money is not speech. Money is power.

Speech is speech, and what people forget about the First Amendment is that it prevents the government censoring their speech.

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

#808

Post by maerF0x0 »

roosterIllusi0n wrote: post #755
maerF0x0 wrote: post #747

Earlier quoted context omitted.

1. America needs to repeal citizens united, it's the source of many angles of corruption 2. I think it will happen much sooner than 2245 given how easily capital and the rich are able to move around the globe in 2026 (compared to 1945)

We simply need to bring back that 90% federal income tax bracket we had in the 1950s. If we had the same tax policy today, a CEO or investor would be limited to 5 million dollars a year in earnings. This is what fixed everything. If a CEO cannot personally get richer by cutting wages, cutting staffing, and outsourcing; all of it stops. That was the secret of affordability. Don't let a thousand rich people own everyth…

I disagree on this. It's not the wealth that is the issue, it's the corruption that allows wealth to be converted into power. Citizens united is so backwards that it actually encodes the corruption as a right.

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

#809

Post by croes »

newswasboring wrote: post #685
croes wrote: post #583

Earlier quoted context omitted.

Who knows what i sthe next big thing after AI. Maybe something that doesn't need Linux? And I'm not so sure that Mac is out of the equation

Can we at least let the early days of AI play out before we try to guess then next big thing? ChatGPT isn't even half a decade old.

The half-life is becoming shorter partially due to AI

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

#810

Post by micromacrofoot »

huurtehoog wrote: post #729
micromacrofoot wrote: post #668

Earlier quoted context omitted.

horizontal integration

"Horizontal integration is the process of a company increasing production of goods or services at the same level of the value chain, in the same industry . A company may do this via internal expansion or through mergers and acquisition" [emphasis mine] https://en.wikipedia.org/wiki/Horizontal_integration Anything else you care to throw at the wall to see if it sticks, just go ahead and assume I disagree with you give…

diagonal integration
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