Nvidia buys Hugging Face to turn a community hub into a moat
On Thursday, September 3, 2026, Jensen Huang decided that owning the hardware was no longer enough; he wanted to own the directory.
By Adele Rutherford ·
On Thursday, September 3, 2026, Jensen Huang decided that owning the hardware was no longer enough; he wanted to own the directory.
By Adele Rutherford ·
The sheer volume of data—the teraflops, the DDR5 memory speeds, the dizzying price tags—is enough to make one feel physically ill.
By Elena Rossi ·
The market’s reaction to AMD’s Q2 earnings was less a correction and more a violent reminder of how much we are still operating on pure narrative hype.
By Maya Ellison ·
The semiconductor sector just had its moment—a spectacular, over-leveraged fireworks display that left many investors dizzy and some stocks twitching.
By Imani Sutton ·
The market has an astonishing habit of forgetting fundamental economics when it comes to consumer electronics.
By Bram de Vries ·
The sheer scale of it all—the numbers alone are enough to make one’s stomach clench. We hear about these colossal expenditures: Amazon spending $200 billion; Google spending nearly $185 billion.
By Caroline Ashford ·