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 ·
jensen huang — Lorien Times
Nvidia and MediaTek define compute power through proprietary stacks
The latest round of capital flowing from Nvidia to MediaTek is not merely an investment; it is a declaration of intent regarding who controls the next generation of computational infrastructure.
By Dana Whitfield ·
$96 billion revenue masks operational limits at Nvidia
The numbers are, by any metric—and I mean this in the most literal sense—staggering.
By Nikhil Raghavan ·
Nvidia's engine runs on too few hands: Amazon and Google dependency
The numbers coming out of Nvidia are staggering—$92 billion expected revenue for the quarter, according to Euronews’ analysis.
By Grant Colby ·
AI is making daily life more expensive, at least for now. Here’s why
It is always the periphery that feels the squeeze first. We are told this AI boom—this colossal race to build computational gods—is merely an investment cycle, a necessary cost of progress.
By Aoife Gallagher ·
Nvidia's $500B bet ignores the constraint of the Red Sea
The narrative surrounding today’s markets is one of sheer, unadulterated technological momentum.
By Dana Whitfield ·
Goldman Sachs and BlackRock show AI is infrastructure finance
The sheer magnitude of the capital being discussed—$500 billion, and potentially more—is not a technological achievement; it is an economic one.
By Dana Whitfield ·
AI Compute Mania: How Debt is Fueling a $1T Infrastructure Bubble
The race for AI power is creating an unprecedented debt bubble that treats energy consumption as collateralized real estate.
By Imani Sutton ·
Jensen Huang pitches GPUs to Wall Street titans; it's pure finance
The whole thing stinks of financial engineering dressed up in silicon varnish.
By Ray Dombrowski ·
Nvidia's Huang heads to Capitol Hill for AI talks
The defining feature of American economic history has always been the establishment of a foundational utility—be it canals, railroads, or, most recently, electricity grids.
By Tom Beckwith ·