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Chamath Palihapitiya x.com
This will turn out to be a very consequential and important acquisition in AI It is increasingly clear that the future of AI will be ultra capable and ultra cheap sources of intelligence tokens. Huggingface can help Nvidia accelerate this inevitability for the industry. This also allows Nvidia to have another competitive piece on the chess board. As the hyperscalers keep moving down (spinning their own silicon), Nvidia moves up. Game on!
HuggingFacehyperscalersinevitability
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15 August 2025
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central takeaway is that is that the hyperscalers are not power cost sensitive they are power availability sensitive
11 August 2025
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