NEW YORK, 03 Sept. - (ANA) - If chips were like gasoline, you could think of the frontier labs and hyperscalers as vertically integrated makers of extremely powerful supercars. Nvidia wants to sell its general-purpose gas to every other car company, and it just bought the biggest car dealership in the world with its acquisition of Hugging Face for $12.9 billion.

 

While hyperscalers like Google, Amazon, Microsoft, and OpenAI are building custom chips that will work best with those companies’ specific models, the biggest volume of compute may wind up coming from the long tail of open-weight models, like the 3 million on Hugging Face’s Model Hub. (One note: Nvidia will likely always be a customer of hyperscalers and frontier labs.)

 

Nvidia wants to build chips that can run all of those open-weight models efficiently, and acquiring Hugging Face puts them in the middle of that universe. If AI researchers building open-weight models keep developing for Nvidia chips, it means that all the fine-tuned and customized versions of those models will also run on Nvidia. If successful, Nvidia will be just as ubiquitous as it is today, even if companies like OpenAI serve models on non-Nvidia chips. - (ANA) -

 

AB/ANA/03 September 2026 - - -