Intel Corporation
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History Says What Nvidia's Last Big Acquisition Became. Hugging Face Will Cost Nearly Twice as Much.
Nvidia announced a $12.9 billion acquisition of Hugging Face, nearly double its previous largest acquisition of Mellanox for $7 billion in 2020. While Mellanox's networking business grew into a $31.4 billion revenue line, Hugging Face currently generates ~$150 million annually at an 86x revenue multiple. The deal's success depends on Hugging Face driving developers toward Nvidia's hardware and software ecosystem rather than standalone growth.
Did Nvidia Just Say Checkmate to AMD and Intel?
Nvidia announced a $12.9 billion acquisition of Hugging Face, an open-source AI platform, to strengthen its position in the AI ecosystem. Combined with its entry into CPU markets traditionally dominated by Intel and AMD, the move poses competitive challenges to rivals. However, analysts note there is room for multiple players in the growing AI market, and Nvidia has pledged to keep Hugging Face neutral to maintain developer support across all compute providers.
Why Intel Stock Climbed This Week
Intel stock rose over 7% this week following an analyst report highlighting the chipmaker's AI growth potential. As AI workloads shift from GPU-based model training to CPU-intensive agentic AI tasks, analyst Trip Chowdhry projects Intel's EPS could grow more than tenfold to $20 by 2031. Dell's recent earnings showing 122% revenue growth in its server segment, which relies on Intel CPUs, provides evidence this trend is already underway.
Nvidia's $13 Billion Hugging Face Deal Expands Open-Source AI
Nvidia announced a $12.9 billion acquisition of Hugging Face, a major open-source AI platform with 18 million users and 3 million models. The deal, expected to close in 2027, aims to strengthen Nvidia's AI ecosystem and drive demand for its computing infrastructure as competitors develop their own AI chips. Nvidia's stock gained 1.8% following the announcement.
Nvidia Stock Investors Need to Know These Circular Financing Details
The article highlights circular financing as a significant risk factor for Nvidia investors, suggesting this concern is one reason why Nvidia stock is trading at relatively lower valuations. The piece examines financial details that investors should understand when considering Nvidia as an investment.