NVIDIA appears determined to not only control the proverbial pickaxes (GPUs) in the ongoing AI gold rush but also the mining infrastructure itself, replete with acquiring one of the biggest distribution layers for open-weight models - Hugging Face. NVIDIA's latent desire is to become the go-to compute provider for running inference on models hosted on Hugging Face As stated earlier, NVIDIA has just inked an agreement to acquire Hugging Face for $12.93 billion. For the benefit of those who might not be aware, the platform is a huge repository for open-weight models, replete with impressive stats: While NVIDIA says that […]

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Andreessen Horowitz has two partners sitting on the boards of companies that now compete with each other: Ben Horowitz at Databricks and Martin Casado at Fivetran. Nothing too scandalous on the surface, except the Department of Justice has reportedly been investigating the arrangement for almost a year, dusting off a 112-year-old antitrust law that’s rarely used against VCs.  Board conflicts aren’t exactly new, and these companies weren’t necessarily direct competitors when a16z first invested […]