Nvidia's Hugging Face deal may lead to multibillion-dollar open-weight training runs
Borthwick · x · 2026-09-04
Gavin Baker argues Nvidia's acquisition of Hugging Face matters for America's open ecosystem, with the Poolside deal possibly mattering even more. He predicts Jensen Huang could push American open-weight AI to the frontier: a multibillion-dollar Nemotron v5-6 training run within 18 months, potentially a 10T+ parameter open-weight model that customers can post-train. Borthwick adds that stronger American open models would expand both open and closed markets.
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