Kwenzekeni
I-NVIDIA imemezele isivumelwano esiqondile sokuthola i-Hugging Face cishe ngezigidigidi ezingu-12.9 zamarandi, isivumelwano esasayinwa ngoSepthemba 2, 2026, futhi sadalulwa yi-CEO uJensen Huang ngoSepthemba 3. Ukutholwa, okuhlanganisa u-$11.9 webhiliyoni ezinkokhelweni zabanikazi bamasheya kanye nokufika ku-$1 bhiliyoni ye-ZXZAI yokubuyiselwa kwenani elikhulu kunazo zonke ze-ZQZAI yesisebenzi. ukutholwa emlandweni wenkampani. I-Hugging Face, inkundla esingatha amamodeli angaphezu kwezigidi ezi-3 kanye nonjiniyela abayizigidi eziyi-18, ngaphambilini yayinqabile ukutshalwa kwezimali kuka-$500 wezigidi ezivela ku-NVIDIA ngo-2025 ukuze kugcinwe inkululeko. Umsebenzi okwamanje ungaphansi kokubuyekezwa okusemthethweni yi-FTC, DOJ, kanye neziphathimandla ze-EU, nokuphothulwa okuhloselwe ingxenye yokuqala ka-2027.
I-NVIDIA yamemezela ngoSepthemba 3, 2026, ukuthi izothenga i-Hugging Face cishe ngezigidigidi ezingu-12.9 zamaRandi, umsebenzi osayinwe ngoSepthemba 2, 2026. Lokhu ukutholwa okuqondile okukhulu kwe-NVIDIA kanye nomsebenzi wakho wesibili ngobukhulu emlandweni. Isakhiwo sedili sihlanganisa cishe u-$11.9 wezigidigidi ezinkokhelweni kubanikazi bamasheya futhi kufika ku-$1 bhiliyoni eyabelwe uhlelo lokugcinwa kokulingana kwabasebenzi. Ngosuku lwesimemezelo, isitoko se-NVIDIA sivale ngo-$228.45, sikhuphuke ngo-1.8% kunosuku lwangaphambilini.
Ukutholwa kulandela ushintsho olukhulu esimeni se-Hugging Face. Ngo-2025, inkampani yenqaba ukunikezwa kokutshalwa kwezimali okulinganiselwa ku-$500 million okuvela ku-NVIDIA ukuze kugcinwe inkululeko kumtshali-zimali ovelele futhi kugcinwe ukungathathi hlangothi phakathi kwezimbangi ze-semiconductor ezifana ne-AMD ne-Intel. Kodwa-ke, ehlobo lika-2026, i-CEO ye-Hugging Face u-Clément Delangue uhlongoze yena mathupha ukusebenzisana no-Jensen Huang, esho isidingo 'sokulinganisa ngokucophelela i-AI yomthombo ovulekile.' UDelanggue uchaze lesi sinqumo njengomphumela 'wokuqondanisa kweplanethi,' okuqhutshwa amaphuzu okushintshashintsha embonini, ulwazi lwezokuphepha, nokuhambisana kwemibono ne-NVIDIA yokwesekwa kwe-AI enesisindo esivulekile.
I-Hugging Face iyihabhu emaphakathi ye-AI ecosystem, isingatha amamodeli angaphezu kwezigidi ezi-3, amasethi edatha angu-500,000, nezinhlelo zokusebenza eziyisigidi esi-1, enonjiniyela abacishe babe yizigidi eziyi-18 kanye nabasebenzisi bebhizinisi abangu-200,000. I-NVIDIA ibe negalelo elikhulu kule nkundla, ishicilela amamodeli angaphezu kuka-500 kanye namasethi edatha avuliwe angu-250. Esimemezelweni sokutholwa, u-Huang uzibophezele ukuthi inkundla izoqhubeka nokusebenza ngokusobala, ukuthi onjiniyela ngeke kudingeke ukuthi basebenzise ikhompuyutha ye-NVIDIA, nokuthi izindawo ezinamafu amaningi nezisheshisi eziningi zizosekelwa, njengoba kubhalwe ekugcwaliseni kwe-SEC 8-K.
Lesi sivumelwano sibhekene nokucutshungulwa ngokomthetho njengoba sihlangabezana nomkhawulo wokugcwalisa okuyisibopho ngaphansi kwe-Hart-Scott-Rodino Antitrust Improvements Act. Izaziso zenziwe ku-U.S. Federal Trade Commission kanye noMnyango Wezobulungiswa, ngezimvume nazo ezidingekayo ezivela ku-EU nakwezinye izindawo. Ukuphothulwa kuhloswe ngaso engxenyeni yokuqala ka-2027. Abaqhudelana nabo kulindeleke ukuthi bafake ukuphikisa, futhi ukushicilelwa kwe-UK Irejista iphikise ukuthi abalawuli kufanele bangenelele, ithi i-Hugging Face 'ibaluleke kakhulu ukuthi ingawela ezandleni ze-NVIDIA.'
Ngaphambi kwesimemezelo, inkampani engaphansi kwe-Hugging Face i-Pollen Robotics yethule 'i-Microduck,' irobhothi ledeskithophu evulekile engu-$399 elinomthombo ovulekile we-bipedal ukuze kuqiniswe ukufunda ku-AI engokoqobo. Ukhiqizwe yi-Seeed Studio, umkhiqizo ukhiqize u-$2.6 wezigidi ekuthengisweni kwe-oda langaphambilini phakathi kwamahora angu-24. Ingqalasizinda yokubala eyisisekelo yalo mkhiqizo ihlinzekwa yi-NVIDIA, ekhombisa ukusebenzisana okukhona kobuchwepheshe phakathi kwalezi zinkampani ezimbili.
Imininingwane yomthombo: finance.biggo.com ↗
Kungani kubalulekile
Lokhu kutholwa kumelela i-pivot yesu le-NVIDIA kusukela ekubuseni kwezingxenyekazi zekhompiyutha kuya ekulawuleni i-ecosystem, kubhekwana nomkhuba we-'de-NVIDIA' phakathi kwamakhasimende amakhulu amafu. Ngokuvikela i-Hugging Face, i-NVIDIA izuza indawo ebalulekile yokungena konjiniyela be-AI, iqinisekisa ukuthi isidingo sekhompuyutha sigeleza nge-ecosystem yayo njengoba izimbangi zithuthukisa amanye ama-chip. Isivumelwano siphinde sigqamise ukubaluleka okukhulayo kwe-AI yomthombo ovulekile ekuvikelekeni nasekuthuthukisweni, njengoba inkundla ye-Hugging Face ivumela ukuhlolwa kwemodeli esobala nokuzivikela ekuhlaseleni kwe-cyberattacks, ukuntuleka kwama-API avaliwe. Lesi sinyathelo singalungisa kabusha isimo sokuncintisana, senze ukwethembeka komphakathi kanjiniyela kubaluleke njengokusebenza kwe-chip.
Ukutholwa kuphawula ushintsho emqhudelwaneni wemboni ye-AI ukusuka ekusebenzeni kwe-chip kuya ezindaweni zokungena zonjiniyela. Ngenkathi i-NVIDIA ibuse ohlangothini lokuhlinzeka ngekhompyutha, izimbangi ezifana ne-Google, Amazon, kanye ne-Microsoft bathuthukisa ama-chips abo, okwenza ukubusa kwehadiwe kunganele ukuqinisekisa ukwabelana ngemakethe. Umphakathi wonjiniyela we-Hugging Face usebenza njengenhloko yamasu ohlangothini lwesidingo, oqinisekisa ukuthi umthwalo we-AI uyaqhubeka nokusebenzisa i-ecosystem ye-NVIDIA.
Isivumelwano sidingida umnyakazo we-'de-NVIDIA' phakathi kwamakhasimende amakhulu ngokuvikela inkundla lapho onjiniyela basesha khona, bahlole, futhi baphakele amamodeli. Ngesilinganiso sentengo yokuthengisa cishe izikhathi ezingu-86, ukulinganisa kubonisa inani lesu lomphakathi wonjiniyela kunezinzuzo zezezimali zamanje. Ucwaningo lwe-CICC luphawula ukuthi ukutholwa kuhloswe ukulwa namathrendi e-de-NVIDIA, ukuhambisana namakhono wamafu, nokuqinisa ukubusa kokuphepha komthombo ovulekile.
I-Open-source AI iya ngokuya ibhekwa njengokubalulekile kwezokuphepha. I-CEO ye-Hugging Face u-Clément Delangue iphawule ukuthi ngesikhathi sokuhlasela kwe-inthanethi, ama-API avaliwe awakwazanga ukuvikela inkampani, kuyilapho amamodeli avulekile anesisindo esitholakala esidlangalaleni avumela abavikeli ukuthi bahlole amakhono endaweni futhi bakhe izindlela zokuphikisa. Lokhu kubeka izinto obala kuwumehluko oyinhloko wamapulatifomu anomthombo ovulekile enkathini yokwanda kwezinsongo eziqhutshwa yi-AI.
Ukuhlanganiswa kungase kuthinte ibhalansi yamandla phakathi kwamamodeli avuliwe navaliwe. Njengoba izinkampani ezivaliwe ezifana ne-Anthropic zilungiselela ama-IPO futhi zikhula ngezinga, ukutholwa kwe-Hugging Face yi-NVIDIA kuhlose ukuqinisekisa ukuthi enye indlela yomthombo ovulekile ihlala isebenza futhi inokuncintisana. Lesi sinyathelo sigcizelela isikhathi esibucayi embonini ye-AI lapho ukulawulwa kwe-ecosystem kuba okubaluleke njengamandla ezobuchwepheshe.
I-Interactive Mechanism: Indlela Esebenza Ngayo Ngempela
Hlola ubuchwepheshe obuyisisekelo ngemuva kwalokhu kuthuthukiswa ngokuhlanganyela.
Which component of an AI application is the machine-learning model itself?
Ongakubuka ngokulandelayo
Ukugunyazwa okulawulwayo okuvela e-US nase-EU kuzonquma ukuthi isivumelwano siyavala yini njengoba kuhleliwe ngo-2027. Onjiniyela baqapha izinguquko zokungathathi hlangothi kwenkundla, njengokuchema kwezinga losesho noma imikhawulo yomkhawulokudonsa, okungase kuthinte ukwethenjwa emphakathini womthombo ovulekile. Ukwengeza, ukuhlanganiswa kwezinhlelo ezintsha zezingxenyekazi zekhompuyutha ze-Hugging Face, njengerobhothi le-Microduck, elinengqalasizinda yekhompyutha ye-NVIDIA kuzohlola izinzuzo ezingokoqobo zokuhlanganisa ukuze kuthuthukiswe i-AI engokoqobo.
Imiphumela yokulawula evela ku-FTC, DOJ, kanye ne-EU izoba bucayi ekunqumeni ukuthi isivumelwano siyavala yini engxenyeni yokuqala ka-2027. Ukuphikisa kwe-antitrust okuvela ezimbangini kungase kubambezeleke noma kuvimbe umsebenzi, ikakhulukazi uma kubhekwa isikhundla esiphezulu se-NVIDIA emakethe yamachip e-AI.
Ukuthembela kukanjiniyela kokungathathi hlangothi kwe-Hugging Face kuzohlolwa ukutholwa kwangemuva. Ukukhathazeka mayelana nokuchema okungaba khona ezilinganisweni zosesho, imikhawulo yomkhawulokudonsa, noma izinguquko emigomeni yesevisi kungase kube nomthelela enanini lenkundla njengehabhu elingathathi hlangothi lomphakathi we-AI. Isandulela somlando sokutholwa kwe-GitHub yi-Microsoft kuphakamisa ukuthi ukulondoloza ukusebenza okuzimele kubalulekile ukuze kugcinwe ukwethenjwa komphakathi.
Ukuhlanganiswa kwezinhlelo zezingxenyekazi zekhompuyutha ze-Hugging Face, njengerobhothi le-Microduck, elinengqalasizinda yekhompiyutha ye-NVIDIA kuzonikeza ukuqonda kusenesikhathi ngezinzuzo ezingokoqobo zokuhlanganisa. Impumelelo ekuthuthukisweni kwe-AI ebonakalayo ingabonisa inani lokuhlanganisa isofthiwe yomthombo ovulekile ne-hardware yokuphathelene.
Ukusabela kwemakethe ekuthengisweni kuzokhombisa ukwethemba abatshalizimali kuqhinga lesikhathi eside le-NVIDIA. Ngenkathi isitoko sikhuphuka ngosuku lwesimemezelo, ukukhula okuqhubekayo kuzoncika emandleni enkampani okusebenzisa i-Hugging Face ecosystem ukuze iqhube imithombo emisha yemali engenayo futhi igcine ukuncintisana kwayo emakethe ye-AI.