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Chamath Palihapitiya · Sep 6, 03:19 PM UTC

Uber, Waymo, and Tesla Race for Robotaxis

xyz:NVDABUYHIGH confidenceUpdated Sep 6, 03:37 PM UTC

Historical operation · Retained

“1) Nvidia Buys the Home of Shared AI Models For $12.93B”

Quoted source · Chamath Palihapitiya · 7 source segments

  • [1] Chamath Palihapitiya
  • [2] Chamath Palihapitiya
  • [3] Chamath Palihapitiya
  • [4] Chamath Palihapitiya
  • [5] Chamath Palihapitiya
  • [6] Chamath Palihapitiya
  • [7] Chamath Palihapitiya
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Model assessment

Nvidia's acquisition of Hugging Face for $12.93B is presented as a highly strategic move that strengthens its position in open AI models and counters closed-source rivals. Chamath's enthusiastic endorsement and the platform's massive user base suggest a positive catalyst for Nvidia's long-term fundamentals.

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