Nvidia is paying $12.9 billion for Hugging Face, and the investors on the desk this morning say the price is the least interesting part of it. Barbara Doran, Chief Executive Officer of BD8 Capital Partners LLC, reads it as a company preparing for a world it does not live in yet: Nvidia is “positioning themselves to be much more of an AI platform rather than just a supplier of chips,” and doing it now because chip demand will slow eventually, even if that day still looks distant.
Angelo Zino of CFRA Research explains why Hugging Face fits a company that stopped being a hardware business years ago, then flags the part nobody else is leading with. The deal is “still an if.”
Featuring:
Julie Hyman, Host, Yahoo Finance
Barbara Doran, Chief Executive Officer, BD8 Capital Partners LLC
Jake Conley, Breaking Business News Reporter, Yahoo Finance
Angelo Zino, Senior Vice President and Equity Analyst, CFRA Research
Jeremy Schwartz, Global Chief Investment Officer, WisdomTree
Timestamps
0:00 Nvidia’s first deal outside picks and shovels
0:40 Why buy a developer marketplace
1:58 The concentration risk nobody has priced
3:18 What Nvidia actually gets, and the regulatory if
6:41 Open platforms against closed ones
8:05 Why Nvidia sits in a value fund
#Nvidia #NVDA #HuggingFace #AI #OpenSource #YahooFinance
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