PodcastEventual Consistency | Your Reality Check on What's Actually Happening in DataSeptember 23, 2026
Why Nvidia's $13B Deal for Hugging Face Was Never About Revenue
Hosts and Russ Katz analyze Nvidia's roughly $13B purchase of Hugging Face, arguing it aims to capture AI demand aggregation and strategic optionality rather than revenue.
The full card is a free trial away.
The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.
Read free — start your trial14-day free trial
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
