算力商业
siliconangle.com ·
@Maria Deutscher
Nvidia确认以129亿美元收购AI托管平台Hugging Face
Nvidia确认以约129.3亿美元收购Hugging Face,交易前已有传闻。
AI推荐理由 Nvidia确认以129亿美元收购Hugging Face,重大产业并购,对AI基础设施和生态有深远影响。来源可靠,信息明确。
85
正文
更新于美国东部时间2026年9月3日16:25
AI
英伟达确认以129亿美元收购AI托管平台Hugging Face
作者:Maria Deutscher
英伟达公司今天确认已同意以略高于129.3亿美元的价格收购Hugging Face公司。
CNBC报道称,收购谈判始于几周前。有关交易正在进行的传言于上周一浮出水面,当时消息人士向Business Insider透露了讨论情况。两天后,The Information报道称英伟达已敲定这笔交易。
这笔129亿美元中的一部分将流向这家芯片制造商的主要竞争对手。超威半导体公司、英特尔公司和高通公司支持了Hugging Face最近一轮融资。Salesforce公司也加入了它们,据报道,在英伟达介入之前,Salesforce曾试图收购这家公司。
Hugging Face运营着一个类似GitHub的平台,研究人员用它来共享开源人工智能模型。它还托管相关的技术资产,如训练数据集。英伟达首席执行官黄仁勋今天在博客文章中透露,该平台托管了超过50万个数据集和四倍于此数量的模型。
多年来,Hugging Face已涉足其他几个市场。上周,它推出了一款配备轮滑鞋的机器鸭,可以用喙拾取物品。五天之内销售额超过500万美元。该公司早些时候与一个由1000多名研究人员组成的团队合作,开发了自己的大型语言模型。
Hugging Face的主要收入来源是一套面向AI开发团队的云服务。其中一项服务是Hugging Face Hub,它允许创建其AI项目托管平台的私有版本。该公司的其他服务使开发人员能够将其推理模型托管在托管云基础设施上。
Hugging Face的付费产品可能不是英伟达花费193亿美元进行收购的主要原因。
Forrester首席分析师Naveen Chhabra表示:“英伟达获得了对客户偏好及其使用的AI模型的可见性。他们可以看到哪些模型正在流行,客户正在下载哪些数据集,以及哪些架构正在获得关注,这些信息比它们成为主流科技新闻早数周。”
黄仁勋在今天博客文章中写道,Hugging Face将继续支持能够在多种AI芯片和云上运行的AI项目。他补充说,英伟达不会要求该平台的用户将其工作负载部署到其芯片上。
Chhabra说:“英伟达还获得了数据驱动的洞察力,了解他们需要根据开发者的习惯构建哪些下一代芯片架构。他们正在确保软件层的安全,因为仅靠硬件的公司会随着时间推移而被商品化。”
GoodData.AI首席执行官Roman Stanek在电子邮件中告诉SiliconANGLE,这笔交易与其说是英伟达整合AI,不如说是市场正朝着更小、更专业的模型与前沿模型并行运行的方向发展。
他说:“英伟达收购Hugging Face支持了我们的信念,即更小、更专业的模型(Hugging Face已成为这些模型的主要中心)最终将为80%的AI应用提供动力。前沿模型仍将重要,但大多数现实世界的AI工作负载将青睐更快、更便宜、更专业且能够在应用及其数据附近运行的模型。”
此次收购是英伟达第二大初创企业交易,仅次于去年与Grok公司达成的200亿美元许可协议。该交易使公司获得了推理优化芯片架构和大量相关人才的访问权。英伟达利用该技术开发了Groq 3 LPU,这是一款针对运行延迟敏感型LLM进行优化的处理器。
照片:英伟达
来自SiliconANGLE联合创始人John Furrier的消息:
通过参与theCUBE社区,支持我们保持内容开放和免费的使命。加入theCUBE校友信任网络,技术领导者在此交流、分享情报并创造机会。
1500万+ theCUBE视频观众,推动AI、云、网络安全等领域的对话
11.4k+ theCUBE校友——通过独特的基于信任的网络,与超过11,400名塑造未来的技术和商业领袖建立联系
您是AWS客户吗?通过从我们的Marketplace门户页面和链接购买AWS服务来支持SiliconANGLE:https://siliconangle.com/aws-marketplace/
关于SiliconANGLE Media
SiliconANGLE Media是数字媒体创新的公认领导者,将突破性技术、战略洞察和实时受众参与相结合。作为SiliconANGLE、theCUBE Network、theCUBE Research、CUBE365、theCUBE AI和theCUBE SuperStudios的母公司——在硅谷和纽约证券交易所设有旗舰地点——SiliconANGLE Media在媒体、技术和AI的交汇处运营。
SiliconANGLE Media由技术远见者John Furrier和Dave Vellante创立,建立了一个由行业领先的数字媒体品牌组成的动态生态系统,覆盖超过1500万精英技术专业人士。我们新的专有theCUBE AI视频云正在受众互动方面开辟新天地,利用theCUBEai.com神经网络帮助技术公司做出数据驱动的决策,并保持在行业对话的前沿。
最新报道
OpenAI首席科学家主张放缓AI研究
黑客从Liquid Network窃取3.2亿美元比特币,修补后归还大部分
高光谱卫星初创公司Pixxel获得1亿美元投资
优步前首席执行官Travis Kalanick重返机器人出租车竞赛
OpenAI将在代理接管wiki后制定错位披露规则
DigiCert世界量子准备日活动期待什么:加入theCUBE 9月17日
最新报道
OpenAI首席科学家主张放缓AI研究
AI - 作者:MARIA DEUTSCHER . 9小时前
黑客从Liquid Network窃取3.2亿美元比特币,修补后归还大部分
安全 - 作者:MARIA DEUTSCHER . 11小时前
高光谱卫星初创公司Pixxel获得1亿美元投资
新兴
技术 - 作者:MARIA DEUTSCHER . 14小时前
优步前首席执行官Travis Kalanick重返机器人出租车竞赛
新兴技术 - 作者:MIKE WHEATLEY . 1天前
OpenAI将在代理接管wiki后制定错位披露规则
AI - 作者:DUNCAN RILEY . 1天前
DigiCert世界量子准备日活动期待什么:加入theCUBE 9月17日
安全 - 作者:MARK ALBERTSON . 3天前
查看原文(中文正文为 AI 翻译)
UPDATED 16:25 EDT / SEPTEMBER 03 2026
AI
Nvidia confirms $12.9B acquisition of AI hosting platform Hugging Face
by Maria Deutscher
Nvidia Corp. today confirmed that it has agreed to buy Hugging Face Inc. for just over $12.93 billion.
CNBC reported that the acquisition talks began a few weeks ago. Rumors that a deal was in the works surfaced last Monday, when sources tipped off Business Insider about the discussions. Two days later, The Information reported that Nvidia had clinched the deal.
Some of the $12.9 billion will go to the chipmaker’s top competitors. Advanced Micro Devices Inc., Intel Corp. and Qualcomm Inc. backed Hugging Face’s most recent funding round. They were joined by Salesforce Inc., which reportedly sought to buy the company before Nvidia swopped in.
Hugging Face operates a GitHub-like platform that researchers use to share open-source artificial intelligence models. It also hosts related technical assets such as training datasets. Nvidia Chief Executive Officer Jensen Huang disclosed in a blog post today that the platform hosts more than 500,000 datasets and four times as many models.
Hugging Face has ventured into a few other markets over the years. Last week, it introduced a rollerblade-equipped robotic duck that can pick up items with its beak. Sales topped $5 million in five days. The company earlier teamed up with a group of more than 1,000 researchers to develop its own large language model.
Hugging Face’s main source of revenue is a set of cloud services for AI development teams. One offering, the Hugging Face Hub, makes it possible to create private versions of its AI project hosting platform. The company’s other services enable developers to host their inference models on managed cloud infrastructure.
Hugging Face’s paid products likely aren’t the main reason Nvidia is spending $19.3 billion on the acquisition.
“Nvidia gains visibility into customer’s preferences and the AI models they use,” said Forrester principal analyst Naveen Chhabra. “They can see which models are trending, what datasets customer are downloading, and the architectures that are gaining traction weeks before they hit mainstream tech news.”
Huang wrote in today’s blog post that Hugging Face will continue to support AI projects capable of running across multiple AI chips and clouds. He added that Nvidia won’t require users of the platform to deploy their workloads its silicon.
“Nvidia also gets data-driven foresight into what next-generation chip architectures they need to build based on developer habits,” Chhabra said. “They are securing the software layer because hardware-only companies get commoditized over time.”
Roman Stanek, CEO of GoodData.AI, told SiliconANGLE in an email that the deal is less about Nvidia consolidating AI and more about the market moving toward smaller, more specialized models running alongside frontier models.
“Nvidia’s acquisition of Hugging Face supports our belief that smaller, specialized models, for which Hugging Face has become the leading hub, will ultimately power 80% of AI applications,” he said. “Frontier models will remain important, but most real-world AI workloads will favor models that are faster, cheaper, more specialized, and can run close to the application and its data.”
The acquisition is Nvidia’s second largest startup deal after its $20 billion licensing agreement with Grok Inc. last year. That transaction bought the company access to an inference-optimized chip architecture and a significant amount of related talent. Nvidia used the technology to develop the Groq 3 LPU, a processor optimized to run latency-sensitive LLMs.
Photo: Nvidia
A message from John Furrier, co-founder of SiliconANGLE:
Support our mission to keep content open and free by engaging with theCUBE community. Join theCUBE’s Alumni Trust Network, where technology leaders connect, share intelligence and create opportunities.
15M+ viewers of theCUBE videos, powering conversations across AI, cloud, cybersecurity and more
11.4k+ theCUBE alumni — Connect with more than 11,400 tech and business leaders shaping the future through a unique trusted-based network
Are you an AWS customer? Support SiliconANGLE financially by buying your AWS services from our Marketplace portal page and links: https://siliconangle.com/aws-marketplace/
About SiliconANGLE Media
SiliconANGLE Media is a recognized leader in digital media innovation, uniting breakthrough technology, strategic insights and real-time audience engagement. As the parent company of SiliconANGLE, theCUBE Network, theCUBE Research, CUBE365, theCUBE AI and theCUBE SuperStudios — with flagship locations in Silicon Valley and the New York Stock Exchange — SiliconANGLE Media operates at the intersection of media, technology and AI.
Founded by tech visionaries John Furrier and Dave Vellante, SiliconANGLE Media has built a dynamic ecosystem of industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations.
LATEST STORIES
OpenAI chief scientist argues for AI research slowdown
Hackers steal $320M in bitcoin from Liquid Network, return most of it after patch
Hyperspectral satellite startup Pixxel nabs $100M investment
Former Uber CEO Travis Kalanick is returning to the robotaxi race
OpenAI to set misalignment disclosure rules after agents took over a wiki
What to expect during DigiCert's World Quantum Readiness Day event: Join theCUBE Sept. 17
LATEST STORIES
OpenAI chief scientist argues for AI research slowdown
AI - BY MARIA DEUTSCHER . 9 HOURS AGO
Hackers steal $320M in bitcoin from Liquid Network, return most of it after patch
SECURITY - BY MARIA DEUTSCHER . 11 HOURS AGO
Hyperspectral satellite startup Pixxel nabs $100M investment
EMERGING TECH - BY MARIA DEUTSCHER . 14 HOURS AGO
Former Uber CEO Travis Kalanick is returning to the robotaxi race
EMERGING TECH - BY MIKE WHEATLEY . 1 DAY AGO
OpenAI to set misalignment disclosure rules after agents took over a wiki
AI - BY DUNCAN RILEY . 1 DAY AGO
What to expect during DigiCert's World Quantum Readiness Day event: Join theCUBE Sept. 17
SECURITY - BY MARK ALBERTSON . 3 DAYS AGO