Not A Bubble
Not A Bubble
Not A Bubble
Not A Bubble
Not A Bubble
Not A Bubble
Nvidia to acquire Hugging Face
101–110 of 117 posts
Re: Nvidia to acquire Hugging Face
#102Earlier quoted context omitted.
What is hugging face's business? I thought they were just free model hosting.
Data. Loooads of data for Nvidia. And an audience.
I don't think they have much data, they host the (open) models but I don't think they're getting any logs from users or anything like that. I don't believe they monetize data either. I also suspect Nvidia has a much larger audience than Hugging Face.
Re: Nvidia to acquire Hugging Face
#103Earlier quoted context omitted.
What data can an be extracted from hf though? With GitHub you get a lot of user behavior analysis and can offer enterprise features and see private repositories.
The users are the product.
I get that concept, but what part of the user is the product at HF? Even openrouter I get because at least it's a broker of all the user's information. HF to me is a glorified file host with no private user data access, no complex user interaction, etc.
It feels like nvidia has money to burn and just wants to make sure they control the portal to open models in case it could benefit them at an unknown point in the future.
Re: Nvidia to acquire Hugging Face
#104Re: Nvidia to acquire Hugging Face
#105Earlier quoted context omitted.
I’d put it close to zero. He was likely presented with the deal once it was sourced and reviewed by his investment team, who likely did 100% of the work. It doesn’t mean he didn’t make the final decision, but pro athletes dont have time to do much investing work beyond high level networking and approving deals.
Durant is more than just an athlete who gets suggestions from those who handle his investments; he co-founded a venture firm ten years ago that has invested in over 100 companies. https://www.hustlefund.vc/post/angel-squad-kevin-durant-inve... While it's true he may not "do the work" and relies on those he's hired, the same is true of the Mark Cubans of the world.
This is exactly what I was saying (grandparent comment).
I’m not trying to detract from his success or call him stupid, not at all.
But it’s worth pointing out that the only qualification for starting a successful venture firm is having money.
Re: Nvidia to acquire Hugging Face
#106Earlier quoted context omitted.
Outdated take. Nvidia now open sources whatever will make them sell more chips. Keeping the backbone of Oss model delivery afloat seems like it would sell more chips.
> Nvidia now open sources whatever will make them sell more chips Oh what did they release?
* Tensorrt-LLM
* Dynamo
Re: Nvidia to acquire Hugging Face
#107Earlier quoted context omitted.
Most of nvidia's revenue comes from data center scale out. They will loose their ass if local models win.
Any model ran takes compute. Everybody, datacenters and local need compute. And I don't see a future where datacenters lose much to open models. I've ran local server rooms before clouds were a thing. Cooling and power is a very expensive pain in the ass. You're not dropping a rack of local models in most buildings without breaking the local power grid.
What about when the open models get to the point that you don’t need these fancy GPUs? It seems inevitable this will happen over time, we see cracks right now within even just GPT w/ expert streaming and flash attention. ASICs are coming soon too.
Re: Nvidia to acquire Hugging Face
#108Earlier quoted context omitted.
> To me, I think these folks see that the music is getting harder to hear and might stop entirely At the frontier companies, but not for hugging face or nvidia. Their business are going to be around for a while considering how local models are performing now.
What is hugging face's business? I thought they were just free model hosting.
Revenue is the small part of it though. Every training and inference script in the ecosystem imports their client library and pulls from their hub by default, so they sit on the default path between a model and the machine that runs it. For company that sells the machines, owning that default is worth more than any subscription line.
Re: Nvidia to acquire Hugging Face
#109Feels like acquiring Docker Hub (just the hub, not even Docker Inc that controls Docker the software) in ~2018. AI craze valuations are truly out there.
There goes the free lunch
Re: Nvidia to acquire Hugging Face
#110Is the fact that Nvidia is also massively financing the closed-models companies, which stand to lose when open model project(s) take off, a conflict of interest here? I can’t tell if this is nvidia hedging or planning to embrace & extinguish.
no, it's not a conflict of interest to invest in multiple companies who compete with each other.
As a normal investor it isn't, but once you get to double digit percentages and start getting real influence it is a different story.