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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

#871

Earlier quoted context omitted.

nothing stopping you from doing that

Can't buy a decent modern Intel gpu to run AI on because of nividias "donation"

I stand corrected. For some reason I had written off this generation but it does look capable.

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

#872

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Or even “why would I pay for a flight when I can simply walk across the country” It’s all about the convenience, minimising the time and effort from “looks interesting” to “running the model”. Nvidia don’t care if you do it on their cloud, someone else’s cloud, or on your own machine - they win either way, as it further propagates the technology on which they are building their future.

Torrents aren't that scary. If you have the patience for local AI you can figure out qBitTorrent in less than an hour.

Torrents are trivial. Each individual bit is trivial. But being able to click a button that says “run model” is even more trivial.

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

#873

Earlier quoted context omitted.

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?

Why I don’t think it’s sustainable to run a compute-intensive business on low monthly plans? If they’re like OpenAI and Anthropic, monthly plan users can spend many times the amount of money in a month than they pay, and unlike regular lower-compute SaaS businesses, overhead increases significantly with usage. That means the more users many of these services get, the more money they lose. Some surmise OpenAI was hiding the actual cost in marketing expenses to make their business look less unprofitable. Anthropic was smart enough to focus on customers most likely to be willing to pay for API pricing, so they’re in a better position. If hugging face is primarily focused on selling monthly accounts rather than token based billing which bills more as the company’s expenses increase, its not likely to ever be sustainable without significant changes.

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

#874

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Nasdaq becomes more and more like a “normal” exchange every year. Historically, they’ve always just done their own thing for their own purpose, so it makes sense. ** for those that don’t know: NASDAQ stands for “National Association of Security Dealers - Automated Quotation (service)”. It was forced into existence by the SEC. Prior to that there was only the NASD, who traded blocks of shares amongst themselves so tha…

Don’t disagree there, though this has been status quo for nearly two decades now. By that measure regional exchanges were their own beasts for a long time. The environment has definitely streamlined a ton since RegNMS was implemented and the exchanges consolidated a bit. Even the technology stacks the current markets run are basically identical within three families of design (even the upstart markets, and even those…

Agreed. Even LTSE is just running the MEMX stack.

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

#875

Earlier quoted context omitted.

Locking the next generation of programmers into CUDA

Translating CUDA kernels to ROCm (or any other ecosystem, tbh) is going to become trivially easy with AI. Not saying that code is the only glue that Nvidia has when it comes to their ecosystem, but it’s certainly a large part of it.

It's not that difficult at the moment. Don't know why you would need an LLM to translate between two nearly identical language extensions.

Optimization is different, but that's not really a translation level task.

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

#876

Earlier quoted context omitted.

3dfx had their own API which locked in game developers. This was far worse than anything NVidia has tried

have you heard of PhysX, Hairworks, or the CUDA moat?

3dfx hardware didn’t run anything but Glide very well. It did run some OpenGL after iD twisted their arm, but it was a really crummy implementation

While ATI and Nvidia never tried to implement a Glide emulation layer, several hobbyists did and 3dfx shut them down with legal threats

Were there any legal barriers to ATI/AMD or Intel implementing CUDA or PhysX on their systems?

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

#877

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150 million a year? Why, at that rate NVidia will make their money back in just 86 years.

Solid point. I'm sure Nvidia went into this deal expecting completely flat growth and no other benefits to their core business. Sorta like how Meta never increased Instagram's revenue from $0 and is still waiting for it to pay off that billion dollar acquisition price. Or like GitHub, which was generating something like 200 million in ARR and had never hit profitability when Microsoft bought it for $7.5 billion back…

With all the spending and valuations in the AI space being so reasonable and grounded in reality, sure. Huggingface will surely be exactly like GitHub and Instagram with their extremely low and stable per-user overhead, and large, extremely dedicated user bases.

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

#878
post #551

HF has been a close part of my ML/AI career, coinciding exactly when I moved into this space 10 years ago. There are lot of nuances here (if the deal goes through). Some people say it's a loss for EU sovereign AI but HF is technically an American corporation. On the positive note, the founders (Julien, Thomas and Clem - all French) stem to make significant amount of money, which they are likely to pour into a new fro…

> HF has been a close part of my ML/AI career, coinciding exactly when I moved into this space 10 years ago.

This is wildly offtopic, but: what's it been like for you?

A niche seemingly academic interest in 2016 has exploded into revolutionary practicality.

I bet you have some insights and good stories.

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

#879

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If SAP appears in a list of successes then clearly EU is fucked.

SAP isn’t a company to be crazy proud of, but it doesn’t make it not a success nor does it mean “EU is fucked”. May I remind you that in the US, Facebook is in that same list of top successes? Have you ever heard the phrase “the top minds of this generation of Americans are all working on ads”? Also, if huggingface is “technically” American, then fuck me, Stripe is technically European. Hell, their CEO is insanely pr…

I mean EU can cope all it wants, the most successful startup in Germany being a weapons company is all that you really need to know. It is sad how far these countries have fallen and I am German myself.

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

#880
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.

Why will this be an antintrust case but msft owning github is not?
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