Nvidia's Hugging Face buy plus Groq threatens AMD's open-source angle, says investor
pdamodaran · x · 2026-09-04
Investor pdamodaran argues Nvidia's acquisition of Hugging Face adds a new threat to AMD's open-source angle: with Groq also in the mix, Nvidia would control both inference hardware and a key open-source model distribution channel, forcing a revisit of the AMD thesis.
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