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I think it's a plausible play that keeps the AI boom in session for a year or two longer. Or at least, $13b to stay at the head of the race (or keep the race r
by 392 21d ago
I think it's a plausible play that keeps the AI boom in session for a year or two longer.
Or at least, $13b to stay at the head of the race (or keep the race running) must be worth it to someone's desk.
There's only $50b in datacenter buildout nationally (Source: Gemini, 2026).
So it is a bit of a puzzling choice for what amounts to a pile of software, in my opinion. but I don't know shit.
- bbor 21d agoThey’re buying a brand, some employees, and some momentum — not any of their software. HF probably does have propriety goodies to make it all run efficiently, but certainly not a billion dollars worth, much less 13!
- r0b05 21d agoWe are so used to these numbers being thrown around in the AI era that something one needs a reminder that this is 13 billion, not million. Insane exit by HF.
- techpression 21d agoWas looking for this comment, the tech world has gotten completely insane with ”valuations”. I would love to hear why it was 13 and not 5. It would still be completely insane at 5 billion, but someone though they should add another 8…
- speed_spread 21d agoOpportunity cost for Nvidia to prevent HF from going public or being sold to someone else. It's an insight into Nvidia's market prediction and what HF told them they'd do if left alone.
- hirako2000 21d ago80x its yearly revenue. Clearly they aren't buying HF for margins. In fact, has HF ever wished to make money? They probably pay AWS more infra cost than they earn. The exit was planned all along.
- wilburx3 21d agoYeah, the price is weird as fuck.
- catwell 21d agoNo company is going to be acquired for their software alone with multi-billion valuations ever again. It should be clear by now that code alone is not where the value is anymore, if it ever was.
- jatora 21d ago[dead]
- rezonant 21d agoDid you just quote an LLM as a citation? That's not how citations work.
- mapontosevenths 21d ago"That's not how citations work." (Dude on the interwebz, 2026) But more seriously, this is my first time seeing that as well, and I'm not sure I like it. Citing an LLM is a little like citing Wikipedia to me, you cite the primary source the LLM is quoting directly, not the secondary source.
- lokar 21d agoA Wikipedia link can be nice when you get several different sources provided.
- Forgeties79 21d agoIt’s the formatting and formality that bother me. Say “I looked it up with Gemini,” don’t give me some weak attempt at “proper citation” to legitimize the bare minimum effort you put in.
- hobo_in_library 21d agoWhy waste keystrokes when less do trick?
- Forgeties79 20d agoBecause a facsimile machine isn’t a reputable source lol
- speerer 21d agoFar worse from my perspective is that it's not a fixed citation that it's not falsifiable. It's just a mutable, generalized source, which is stochastic in nature. It may as well say "(Socrates, probably)"
- 21d ago
- zenoprax 21d ago> There's only $50b in datacenter buildout nationally (Source: Gemini, 2026). Your reference lacks authority, veracity, and reproducibility.
- otabdeveloper4 21d agoIt came to me in a dream.
- drumhead 21d agoBetter to site the primary source, its like googling something and then siting google as your source.