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04.09.26 - 10:06
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South Korea taps chip windfall for next tech push (Digitimes)
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South Korea is turning a semiconductor-driven tax windfall into a broader technology investment push, directing record fiscal firepower toward chips, Nvidia's Vera Rubin computing platform, AI data centers, robotics and the power and water infrastructure needed to support them....
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04.09.26 - 04:06
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Analysts read Nvidia′s Hugging Face deal as a hedge, not a software bet (Digitimes)
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Nvidia's agreement to buy Hugging Face for roughly US$13 billion is being framed by analysts less as a move into software than as insurance against three ways its core business could deteriorate: cheaper open-weight models eroding the frontier labs that buy its chips, those same labs diversifying their silicon, and enterprises pulling workloads out of hyperscaler bundles. On each of those paths, owning the industry's main model repository pays off....
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04.09.26 - 02:18
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Nvidia buys the front door to open AI with a US$12.93 billion Hugging Face deal (Digitimes)
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Nvidia's agreement to acquire Hugging Face for US$12.93 billion pushes the world's dominant AI chip supplier past silicon and into the layer where developers actually pick their models — a position that gives it early sight of demand shifts, a structural hedge against customers designing their own accelerators, and a neutrality problem it has already had to answer for in writing....
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