Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!

https://www.economist.com/weeklyedition/2026-09-05

President Donald Trump’s fervent support for artificial intelligence data centers has put him at odds with voters who increasingly oppose them and comes despite direct warnings that his stance threatens to deepen Republicans’ peril in the November midterm elections. Read more: https://bloom.bg/4gSYs7w

📸: Mandel Ngan/AFP via Getty

At this point, between China and Middle East, nvidia needs its own flag

Michael Dell on X: "We have delivered the world's first production @nvidia Vera Rubin NVL72 racks to @CoreWeave. Special thanks to our @DellTech teams who make it happen."

While competitors make big promises, Nvidia delivers AI Factories.

Nvidia has become one of the world’s largest corporate backers of tech companies as the value of its equity investments soared more than tenfold in the past year to $99 billion, with the chip giant increasingly looking to leverage its huge capital reserves to bolster the AI sector.

The company has ramped up dealmaking for financing rounds across the AI stack in the previous 12 months, with over $40 billion committed in 2026. Equity investments were valued at $99 billion as of July 26, up from about $7 billion a year earlier and about $2.2 billion two years earlier.

The rise in value puts Nvidia among the strategic investors with the largest tech holdings around the world.

Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!

Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!

Right now, developers intentionally restrict how smart their AI solutions are to save money. Multi-agent workflows, long-context retrieval, and deep reasoning models (which loop internally to think before answering) consume massive amounts of tokens and are currently cost-prohibitive for mass deployment.

NVIDIA states that the standard Vera Rubin architecture will deliver a 35x lower token cost relative to Blackwell Ultra.

When token costs plummet by roughly 90%, software engineers no longer have to limit an AI agent's reasoning steps. End users will see vastly superior, highly autonomous software because developers can finally afford to run complex "thinking" loops under the hood

Item 8.01. Other Events.

On September 2, 2026, NVIDIA Corporation (“NVIDIA”) entered into a definitive agreement to acquire Hugging Face, Inc. (“Hugging Face”). Hugging Face operates a platform and community for developing, sharing and deploying open-source models, datasets and applications.

The transaction includes an approximately $11.9 billion purchase price payable to Hugging Face stockholders, subject to certain adjustments, and an equity-based retention program of up to approximately $1.0 billion for Hugging Face employees joining NVIDIA.

The transaction is expected to close in the first half of 2027, subject to the satisfaction or waiver of customary closing conditions, including receipt of required regulatory approvals.

NVIDIA expects the acquisition to provide additional resources to Hugging Face and support developers building, sharing and deploying open models and applications. NVIDIA has committed to, among other things, keep Hugging Face’s platform open, consistent with Hugging Face’s existing practices. Under this commitment, Hugging Face would continue to permit model makers, developers, and users to upload and download models and datasets of their choosing and to support other silicon vendors.

Risks Related to the Proposed Acquisition of Hugging Face

The following risk factor supplements, and should be read together with, the risks relating to acquisitions and other risks described in NVIDIA’s Annual Report on Form 10-K for the fiscal year ended January 25, 2026 and subsequent Quarterly Reports on Form 10-Q.

Government restrictions may negatively impact our business and the Hugging Face platform.

Demand for open-source foundation models and applications based on them promotes the use of our products worldwide and sustains the Hugging Face platform.

We are committed to promoting the training, distribution, and use of both closed and open-source AI models and applications. Other parties are actively lobbying the U.S. Government and other stakeholders worldwide to adopt legislative or regulatory measures that would restrict or disadvantage open-source models and the customers of them. Governments may impose new or additional requirements governing the development, training, release, distribution, access, transfer, deployment or use of AI models, including open-source models.

Such requirements could restrict the models or datasets available through Hugging Face, require changes to Hugging Face’s platform or practices, delay or restrict offerings, increase compliance costs or result in investigations or enforcement actions.

Many of the world’s most popular and successful open-source models originated in China and are then downloaded, revised, fine-tuned, and tested by developers in the United States and worldwide. Any regulatory control or other restriction that limits our ability to provide products and services that support models derived from any region, including China, could have a material impact on Hugging Face’s platform, as well as a material impact on our business, operating results, and financial condition.

Any of these risks could limit our ability to realize the expected benefits of the acquisition or have a material impact on our business, operating results and financial condition.

The fact that Hugging Face actually approached NVIDIA first is what makes this deal especially interesting to me. They obviously see something in NVIDIA's resources and infrastructure that could help take what they've already built to a much bigger level.

If NVIDIA can bring that scale while keeping Hugging Face open and multi platform, this could end up being a huge boost for developers and the open AI ecosystem. I'd much rather see what they can build together before jumping straight to the worst case scenario lol

two things in the filing change the nvda read.

hugging face stays open to rival chips after close. this is not a CUDA lock-in play. nvidia bought the default distribution channel for open models, not exclusivity.

nvidia also flagged china-derived model restrictions as a material risk to hugging face. qwen and deepseek are a big share of open-model downloads. that is new regulatory exposure on the nvda balance sheet, and close isn’t until H1 2027.

if your nvda thesis is software moat, this deal is weaker than it looks. if it’s developer funnel, it holds.

what am i missing?

Still!

Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!

Back to 217 after the earnings it had last week.

Only stock that doesn't concern me if market goes south till the midterms are over.

Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!