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.
More from Venture
- FreePi Bets on Ad-Supported Coding Help to Undercut $20/Month AI Coding Subscriptions — heyneighbor · 2026-10-21
- Rumor: Did OpenAI just buy dots.com? — gaganghotra_ · 2026-10-21
- Solo dev's trend-writing agent ran his site for 2 months: 4K impressions, 33 clicks — Status_Blacksmith523 · 2026-10-21
- How to build the wrong product: ask everyone, ship later, heed non-payers — weswinder · 2026-10-21
- Corporate token spending growth collapses from 42% to 0.2% as hyperscaler ROIC falls to 20% — SumitGup · 2026-10-21
- Survey: Big firms burn 28% of software budgets on forced upgrades, costing $12.87M a year — rohanpaul_ai · 2026-10-21