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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

#841

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…

I think they should worth much much more than this

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

#842
post #133
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 is one of the most open labs. They even share many of their pre-training and even post-training datasets for Nemotron on HuggingFace; for example: https://huggingface.co/datasets/nvidia/Nemotron-Post-Trainin... Which other lab shares this? Yes, there is no question NVIDIA wants to lock you into CUDA and their hardware. But also, they’ve consistently demonstrated the most openness when it comes to model trainin…

> NVIDIA is one of the most open labs.

A few years ago everyone said _Open_AI is the the most open labs. How did that turn out? Lots of coy, deceiving actions till the whole company was turned into whatever rent seeking amoral borg adjacent shell of it's former past it is now.

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

#843

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…

Marginal tax rates are meaningless because, even in the 1950s, the system was complex and can be gamed.

If you want to judge the net effect of tax policy over time, look at the percentage of GDP captured by federal receipts (the vast majority of which are taxes). In the U.S., it's averaged ~16.5%-~17.5% with occasional spikes and dips. Currently, it's very close to what it was in those 90%-marginal-rates 1950s.

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

#844

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…

Call me a conspiracy theorist, but I think it might have something to do with OpenAI's model hacking HF thing, especially considering OpenAI is one of Nvidia's most important customers.

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

#845
post #554

Earlier quoted context omitted.

Yes, this is a real possibility imho. Having Nvidia behind HF will now probably have a bunch of litigious entities salivating to sue them for not only allowing, but also distributing uncensored AI models that will then be used for deepfakes, porn, spam, scam, hacking, etc. Sure that could have also been done to HF before, but I'm thinking Nvidia is a much juicier target. Should also now be much easier for the governm…

>Should also now be much easier for the government to just eventually force NVidia to restrict access to Chinese open models seeing as it will now become an American company that needs to obey to American law and we all know how American AI companies are lobbying for exactly that. Using regulation to avoid having to be competitive is the American Way! In all seriousness though, probably time to start an underground e…

Maybe we'll eventually have some sort of Anna's archive for AI ¯\_(ツ)_/¯

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

#846
post #82

Obviously, NVIDIA is trying to own the AI development chain. Owning HF -- the discovery and distribution channel -- is one thing, but I think the biggest threat vector is the privileged access to HF platform data, that includes HW survey info and model download pattern. This can be a borderline anti-trust case.

This brings back memories of the CVS/Aetna merger for me, which ended up going through of course. Hopefully the anti-trust enforcers have some experts in the ML/AI pipeline, but I wouldn't be surprised if they didn't bat an eye at this one. Hope I'm proved wrong though.

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

#847

Earlier quoted context omitted.

The upcoming RTX Spark [0] is aiming to fill that space -- consumer GPUs with tons of memory. [0] - https://www.nvidia.com/en-us/products/rtx-spark/

This is not a GPU, this is a laptop SoC with CPU and integrated GPU, and knowing nvidia it will probably be even more closed than an intel CPU. You will own even less of your hardware

Nearly all ARM CPUs are "even more closed than an intel CPU" on a driver level. Nvidia stands out by supporting UEFI on ARM, which even Apple refuses: https://docs.nvidia.com/dgx/dgx-spark/uefi-settings.html

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

#848

Earlier quoted context omitted.

It's not too dissimilar from GitHub, but geared towards ML. They have a 9/mo pro plan for individual users for upgraded storage/usage, and an enterprise version of Hub that larger orgs can pay for. I think the enterprise has some contract minimum + 50/mo per seat. https://huggingface.co/pro They also have inference endpoints with metered prices, and their spaces product (though i'd imagine this is a smaller portion o…

I’d be curious to see how much that’s subsidized. Maybe they’re different, but when I see ML and monthly plan in the same sentence, I see zero sustainability.

I'm curious why?

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

#850

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…

It’s a core part of the open model infrastructure. Their hardware business benefits greatly if this works really well and open models proliferate to every corner of the economy, with everyone buying GPUs with a lower capacity factor/duty cycle than the centralized ones. It also helps people across the world to collaborate on new uses for this, effectively running a massive search in the search space of what’s possible with these things, for every year (see the endless variety of quants and finetunes to fit in different cards, and bias their abilities on different tasks). More use cases pop up, some of them are killer apps, buying Nvidia’s hardware becomes more valuable at whatever price point, more people do it at higher prices, Nvidia stock chart goes up.

If Anthropic, OpenAI buy them, this org gets very different priorities, owning them ensures that doesn’t happen.

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