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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.

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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.