Nvidia 以 129 亿美元收购 Hugging Face，闭源 AI 实验室渐行渐远
Nvidia snaps up Hugging Face for $12.9 billion as closed AI labs pull away
Nvidia 将以 129 亿美元收购开源 AI 平台 Hugging Face，约为其年收入 1.5 亿美元的 80 倍。Hugging Face 运营十年，托管开源模型并提供云服务，接近盈利。此举正值 OpenAI、Anthropic 等闭源厂商自研芯片、减少对 Nvidia 硬件依赖之际，Nvidia 或借此扩大云业务，打造开源模型路由平台。
Nvidia is acquiring open-source AI platform Hugging Face for $12.9 billion, according to The Information. Hugging Face hosts open AI models and offers cloud services. The company has led its space for ten years, generating about $150 million in annual revenue and sitting "close to profitability," according to CEO Clem Delangue. Nvidia is paying roughly 80 times annual revenue.
Nvidia previously committed $26 billion over five years to develop open-source AI models. Closed providers like OpenAI and Anthropic are actively reducing their dependence on Nvidia hardware. OpenAI is building custom chips with Broadcom, signed a billion-dollar deal with chip startup Cerebras, and secured access to AMD chips. Anthropic is developing its own AI chip too, and Google has been doing the same for a while.
Nvidia could scale up Hugging Face's cloud business and position it as a kind of OpenRouter for open-weight models. That would fit the company's existing strategy. Hugging Face is well-known and popular among developers, and the deal would give the company a good reason to buy more Nvidia chips.
来源：The Decoder：AI News · the-decoder.com