Nvidia's Biggest Acquisition Ever: $12.9B for Hugging Face (Can It Survive Regulators?)

Podcast: Chip Stock Investor Podcast · Nicholas Rossolillo; Kasey Rossolillo

Opublikowano: 2026-09-10

Nvidia just proposed its largest acquisition ever — $12.9 billion for Hugging Face. But regulators in the US, EU, and China may have other plans. Nvidia has announced plans to acquire Hugging Face, the leading open-source repository for AI and machine learning code, in a deal valued at $12.9 billion — technically the largest acquisition in Nvidia's history. In this episode, we break down what Hugging Face actually does, why it matters to Nvidia's broader ecosystem strategy, and how this move fits into Nvidia's history of vertical and horizontal acquisitions, from Mellanox to the failed Arm Holdings bid. We also...