NVIDIA Is Buying the Distribution Layer of AI

NVIDIA’s agreement to acquire Hugging Face for approximately $12.9 billion looks, at first, like another large transaction in an AI market already full of large numbers. Look more closely, however, and this is considerably more interesting than a semiconductor company buying a software company.
NVIDIA already dominates one of the most important layers of artificial intelligence: accelerated computing. Hugging Face occupies a different position. It has become one of the principal places whe