Nvidia Agrees to Buy Open-Source Hub Hugging Face for $12.9 Billion
CNBC treats this as routine vertical integration, but the deal hands the chipmaker that already prices the hardware a stake in the open-source models running on it.
Theo Kaplan
Bureau: San Francisco
AWS Commits to Two Million More Nvidia GPUs as Amazon Burns Cash
Nvidia and AWS frame this as customer demand outrunning every forecast, but the hyperscaler placing the order posted negative free cash flow the same week it was announced.
Morgan Stanley's First Nvidia Credit Note Calls the AI Boom's Risk Opaque
A bank's own credit desk, not a short-seller, is now on record saying Nvidia's financing structure carries risk it cannot yet quantify.
Musk Says Nvidia and SpaceX Are Building a Data Center for Orbit
For once X has the story first — Musk's own post detailed an orbital AI chip deployment days before any outlet wrote it up.
Huang Says OpenAI and Anthropic Will Go Public Soon
Nvidia's CEO is both vendor and investor to OpenAI and Anthropic — his IPO forecast reads as an earnings-call footnote, not a disclosed conflict.
Identity-Verification Startup Socure Raises $156 Million, Buys a Rival
A useful counter-example to the AI-vendor-financing loop: a company raising and acquiring on commercial merit, backed by Goldman and Wells Fargo, not a chipmaker.