英伟达将收购 Hugging Face
Nvidia to acquire Hugging Face

原始链接: https://www.cnbc.com/2026/09/03/nvidia-agrees-to-buy-hugging-face-for-almost-13-billion-ai-expansion.html

英伟达以129亿美元收购了开源人工智能平台Hugging Face。此举是一项战略部署,旨在将这家芯片制造商的影响力从硬件扩展到更深层的人工智能软件领域。 Hugging Face首席执行官克莱门特·德朗格(Clément Delangue)发起了这项交易,并指出该平台需要更多的资源和规模来支持其快速增长。两家公司均强调,Hugging Face将保持其开放平台的地位,英伟达承诺将进一步提升其基础设施,并为全球开发者提供更好的访问便利。 对英伟达而言,这是其有史以来规模第二大的收购案,标志着公司正向全面的人工智能巨头转型。首席执行官黄仁勋认为,此次合作对安全至关重要。他主张,开源人工智能能够通过社区对威胁的透明协作,为防御者提供“非对称优势”——这一点在Hugging Face近期发生安全事件后显得尤为突出。归根结底,这项交易表明英伟达押注开源开发将成为当前人工智能工业革命的基石。

英伟达收购 Hugging Face 的消息再次浮出水面,在 Hacker News 上引发了关于该交易战略意图及潜在反垄断影响的讨论。 评论者指出,对于英伟达而言,此次收购是巩固开源人工智能生态系统的逻辑之举。通过支持开源,英伟达能促进对其 GPU 的广泛需求,从而有效对冲那些正在开发自研芯片的大型 AI 实验室带来的风险。此外,Hugging Face 对开源模型的专注也契合英伟达在本地推理和机器人领域的利益。 尽管一些用户对垄断力量表示担忧,但另一些人认为,Hugging Face 并不具备显著的竞争“锁定”效应,且对于寻求流动性的投资者和员工来说,这笔交易是一个合理的退出选择。对于英伟达可能利用此次收购对 OpenAI 等竞争对手发起诉讼的传闻,舆论仍持怀疑态度;许多人指出,英伟达已经是 OpenAI 的重要利益相关方,会倾向于避免在 AI 市场制造法律动荡。总体而言,社区认为此次收购是英伟达为维持其在 AI 基础设施层主导地位而采取的一项战略布局。
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原文

Nvidia has officially agreed to buy open-source artificial intelligence platform Hugging Face for $12.9 billion, as the chipmaker moves beyond hardware and further up the AI stack.

With the deal, which has been expected since The Information reported on it last week, Hugging Face will "remain an open platform for the entire AI ecosystem," Nvidia CEO Jensen Huang wrote in a blog post Thursday.

"Together, we will scale Hugging Face's platform, strengthen its infrastructure and expand access to AI for developers and institutions worldwide," Huang wrote.

Hugging Face CEO Clément Delangue told CNBC on Thursday that the company approached Huang over the summer about a deal, "and a few weeks later, here we are."

"During the summer, I think we realized that Hugging Face and open-source AI in general was at the turning point, and that it needed more, more resources, more scale, more visibility," he told CNBC's Becky Quick on "Squawk Box."

Delangue said he approached first because Nvidia was "a perfect home" for his company, adding that discussions went quite fast to get a deal done.

The acquisition marks Nvidia's second biggest on record, following the $20 billion purchase of assets from chipmaker Groq in December. Before that, its largest deal was the purchase of Israeli chipmaker Mellanox for almost $7 billion in 2019.

Nvidia has become the world's most valuable company due to the insatiable demand for its graphics processing units, which have powered the generative AI boom. Hugging Face marks a big bet on a popular AI platform, as Nvidia continues to show that it's more than just a chip company.

Hugging Face was recently at the center of a hacking incident that raised concerns about the rapid evolution of powerful AI and cybersecurity tools.

Delangue, a proponent of open-source models, blamed engineering mistakes for the recent attack on Hugging Face and said his company used an Nvidia version of a Chinese open model to resolve it.

On Thursday, Delangue told CNBC that the breach proved the importance of open models and the need for his company to "double down" on the proliferation of open-source AI.

Huang said that the open-source environment can give defenders an "asymmetric advantage" over attackers.

"When I say asymmetric capability, there are way more people who are protecting than there are people who are attacking," he explained. "And so, the benefit of having the community come together with open models, so that they can collaborate all transparently with each other, gives the defenders an asymmetric advantage."

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