About 600,000 Nvidia H200 chips are sitting in storage in Hong Kong, waiting to cross into mainland China, Reuters reported on November 5, citing two people familiar with the matter. The US licensed the sales. Beijing is the one holding them back. A year ago almost everyone assumed the chokepoint on Chinese AI chips would be American. Now it runs the other way. How we got … [Read more...] about 600,000 Nvidia H200 Chips Sit in Hong Kong as Beijing Withholds the Import Approvals Washington Already Gave
NVIDIA
Nvidia Buys the Distribution Layer: Hugging Face at $12.9 Billion and the China-Model Risk Disclosure
Nvidia's agreement to acquire Hugging Face values the platform at roughly $12.9 billion, of which about $11.9 billion goes to shareholders and up to $1 billion is retention equity for employees. The deal is expected to close in the first half of 2027, subject to regulatory approval. It is Nvidia's second-largest acquisition, behind the Groq asset purchase at the end of last … [Read more...] about Nvidia Buys the Distribution Layer: Hugging Face at $12.9 Billion and the China-Model Risk Disclosure
Nvidia’s Equity Stakes Hit $99 Billion as It Buys Into Hugging Face
The value of Nvidia's equity investments has risen roughly tenfold in a year, to about $99 billion. In the same week, the company reached a deal with Hugging Face, the platform where most of the world's open-weight models are hosted and downloaded. The two facts belong in the same analysis. A Supplier With a Sovereign Wealth Fund Ninety-nine billion dollars in strategic … [Read more...] about Nvidia’s Equity Stakes Hit $99 Billion as It Buys Into Hugging Face