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Nvidia Buys Hugging Face For A Rabbit?

Sep 3, 2026 · 21m

Summary

NVIDIA acquires Hugging Face for $12.9 billion, a move potentially driven by the platform’s role in open-source AI and its new $399 MicroDuck robot for gathering physical AI data. Meta launches Muse Spark 1.3, claiming it rivals top models from OpenAI and Anthic in coding and agent tasks. Microsoft restructures into two segments, Agents and Infra, and Devices and Consumer, reflecting AI’s impact on its business.

Topics discussed

Intro and 8 Sleep Pod sponsorship Nvidia acquires Hugging Face for $12.9B Microduck robot and physical AI data thesis Analysis of Hugging Face's strategic value AT&T Connected Car and Intuit ERP ads Meta launches Muse Spark 1.3 model Microsoft restructures into two segments
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