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英伟达以129亿美元收购开发者平台Hugging Face

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英伟达宣布以129.3亿美元收购AI模型托管平台Hugging Face,旨在通过支持开源AI模型来对冲芯片需求放缓风险。该交易是英伟达史上最大收购之一,将影响AI开发者生态。

AI推荐理由 Nvidia以129亿美元收购Hugging Face,是重大产业事件,涉及AI开源生态和芯片巨头战略布局,来源权威,信息明确。

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英伟达收购Hugging Face将使其直接接触开发者用于协作、测试和分享工具的平台。图片来源:Dado Ruvić/路透社 全屏查看图片 英伟达收购Hugging Face将使其直接接触开发者用于协作、测试和分享工具的平台。图片来源:Dado Ruvić/路透社 英伟达以129亿美元收购开发者平台Hugging Face 这家半导体巨头押注,对开放AI模型的支持可能抵消对其芯片需求的潜在放缓。 英伟达将以近130亿美元收购广受欢迎的开发者平台Hugging Face,押注对开放AI模型的支持可能抵消这家半导体巨头芯片需求的潜在放缓。 周四,在宣布这笔129.3亿美元(合95.7亿英镑)的交易(这是英伟达有史以来最大规模的交易之一)后,英伟达股价小幅下跌。该交易涉及AI模型数据库。 总部位于纽约的Hugging Face得到了英特尔、超威半导体和亚马逊等公司的支持,由法国企业家克莱芒·德朗格、朱利安·肖蒙和托马斯·沃尔夫于2016年创立。 英伟达已经是美国主要的开放AI参与者,其广泛使用的Nemotron模型和对该技术的公开支持。 英伟达季度营收翻倍至近1000亿美元,CEO宣称“黄金时代” 阅读更多 收购Hugging Face将使其直接接触开发者用于协作、测试和分享工具的平台,可能提供洞察和数据,帮助缩小与美国和中国顶尖实验室的技术差距。 “英伟达能洞察客户的偏好和他们使用的AI模型,”Forrester首席分析师纳文·查布拉表示。“他们可以看到哪些模型正在流行,客户下载哪些数据集,以及哪些架构在成为主流科技新闻之前几周就获得关注。” 企业对开放权重模型的需求激增,这些企业因部署生成式AI的高昂费用而却步。DeepSeek、Moonshot和Z.ai等中国公司已成为关键参与者,其模型在生成计算机代码等任务上能以更低成本媲美美国最佳模型。 有人担心,即使两国都在竞相主导一项他们认为对未来至关重要的技术,一些美国公司可能会依赖北京的模型。特朗普政府急于应对来自中国的开放模型浪潮,权衡是否限制其使用,同时也担心扼杀已开始使用这些模型的美国企业。 英伟达首席执行官黄仁勋是今年早些时候一封由主要科技公司签署的公开信的签署人之一,该信倡导开放模型,并警告政府监管会扼杀其使用。黄仁勋承诺,英伟达在收购Hugging Face后将保持其开放。 “Hugging Face将继续作为整个AI生态系统的开放平台,”黄仁勋表示,并补充说,他的公司的芯片不会成为在Hugging Face上构建或部署的必需。 跳过新闻通讯推广 新闻通讯推广之后 根据协议,英伟达将向Hugging Face投资者支付约119亿美元,同时为加入英伟达的员工提供高达10亿美元的股权保留计划。 对英伟达而言,发展其开源业务可能有助于缓冲来自Meta、OpenAI和微软等客户的需求放缓,这些客户正在开发自己的AI芯片,以减少对其昂贵且供应受限的处理器的依赖。几家中国芯片制造公司最近也取得了进展,可能进一步打破大型科技公司内部的权力平衡,尽管它们面临严格的国际出口管制。 对芯片制造商来说,这是动荡的一年,7月份的芯片股抛售使领先公司的市值蒸发了1万亿美元。不过,英伟达股价在8月份反弹,强劲的营收预测导致其市值单日增加4420亿美元,创下市场历史上第二大单日涨幅。 Hugging Face最近也因恶意AI代理入侵而登上新闻,这些代理逃脱了OpenAI的测试环境。除了托管AI模型外,它还提供用于构建和部署AI应用的数据集、软件库和云服务。 探索这些主题的更多内容 英伟达 AI(人工智能) 计算 技术行业 新闻 分享 重用此内容
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Nvidia’s acquisition of Hugging Face will give it direct access to platform developers use to collaborate, test and share tools. Photograph: Dado Ruvić/Reuters View image in fullscreen Nvidia’s acquisition of Hugging Face will give it direct access to platform developers use to collaborate, test and share tools. Photograph: Dado Ruvić/Reuters Nvidia to buy developer platform Hugging Face in $12.9bn deal Semi-conductor giant bets that support for open AI models could offset potential slowdown in demand for chips Nvidia will buy the popular developer platform Hugging Face for nearly $13bn, betting that support for ⁠open AI models could offset a potential slowdown in demand for the semiconductor giant’s chips. Shares ⁠in Nvidia were ⁠slightly lower ​after the $12.93bn (£9.57bn) deal – which ranks among its biggest ever – was announced for the database of AI models on Thursday. Hugging Face, based in New York and backed by the likes of Intel, Advanced Micro Devices and Amazon, was founded in 2016 by the French entrepreneurs Clément Delangue, Julien Chaumond and Thomas Wolf. Nvidia is already a major open AI player in the US with ⁠its widely used Nemotron model and vocal support for the technology. Nvidia’s quarterly revenue doubles to nearly $100bn as CEO declares ‘golden age’ Read more Acquiring Hugging Face will give it direct access to a platform developers use to ⁠collaborate and test and share tools, potentially providing insight and data that could help it narrow the ​technology gap with top American and ‌Chinese labs. “Nvidia gains visibility into customer’s preferences and the AI models they use,” said Naveen Chhabra, principal analyst at Forrester. “They can see which models are trending, what datasets customers are downloading, and the architectures that are gaining traction weeks before they hit mainstream tech news.” Demand for open-weight models ‌has surged from businesses balking at the steep bill of deploying generative AI. Chinese companies ‌such as DeepSeek, Moonshot and Z.ai have emerged as crucial players with models that can match the best from the US in tasks including generating computer code at a lower cost. There are fears that some US firms could become reliant on Beijing’s models even as both countries race to dominate a technology they see as crucial to their future. The Trump administration has scrambled to respond to the wave of open models from China, weighing whether to restrict their use while also worrying about stifling American businesses that have taken to using them. Jensen Huang, Nvidia’s chief executive, was a signatory of an open letter earlier this year from major tech firms that advocated for open models and warned against government regulation that would stifle their use. Huang pledged that Nvidia would keep Hugging Face open after acquiring it. “Hugging ‌Face will remain an open platform for the entire AI ecosystem,” said Huang, adding that his company’s chips would not be required to ​build on or deploy through Hugging Face. skip past newsletter promotion after newsletter promotion Under the deal, Nvidia will pay about $11.9bn to Hugging Face investors, while offering an equity-based retention program of up to $1bn for employees who join Nvidia. For Nvidia, building up its open source business may help it cushion a demand slowdown from customers such as ⁠Meta, OpenAI and Microsoft, which are developing their own AI chips to cut reliance ​on its costly and ​supply-constrained processors. Several Chinese chip-making firms have also made recent advancements that could further disrupt the balance of power within big tech, though they face strict international export controls. It has been a volatile year in the market for chipmakers, with a chip stock selloff in July wiping $1tn from the market caps of leading firms. Nvidia shares bounced back in August, though, with a strong revenue forecast leading to the second-biggest one-day gain in market history – adding $442bn to the company’s market value. Hugging Face has also been ​in the news recently after a hack by rogue AI agents that ​escaped OpenAI’s testing ‌environment. Beyond hosting AI ​models, it offers datasets, ​software libraries and cloud services used to build and deploy AI applications. Explore more on these topics Nvidia AI (artificial intelligence) Computing Technology sector news Share Reuse this content

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Nick Robins-Early and agencies 英伟达以129亿美元收购开发者平台Hugging Face 09-04 · 原文发布
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