英伟达 129 亿美元收购 Hugging Face，开源 AI 底座归入算力帝国
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<div class="ce-paragraph cdx-block ce-paragraph--left"><span>据 The Information 报道，英伟达将以 129 亿美元收购开源 AI 平台 Hugging Face。这家托管开源模型并提供云服务的公司领跑赛道十年，年营收约 1.5 亿美元、接近盈利，英伟达出价约为其年收入的 80 倍。</span></div>
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<div class="ce-paragraph cdx-block ce-paragraph--left"><b>闭源实验室"脱钩"倒逼英伟达抢生态</b></div>
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<div class="ce-paragraph cdx-block ce-paragraph--left">英伟达此前已承诺五年内投入 260 亿美元开发生源 AI 模型，而 OpenAI、Anthropic 等闭源厂商正主动降低对英伟达硬件的依赖。OpenAI 联手博通自研芯片、与 Cerebras 签下十亿美元级协议并锁定 AMD 产能，Anthropic 与谷歌也各自推进自研芯片，算力自主化趋势明显。</div>
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<div class="ce-paragraph cdx-block ce-paragraph--left">吞下 Hugging Face，英伟达可放大其云业务、将其定位为开放权重模型的"OpenRouter"，既贴合既有策略，又借开发者口碑给自家芯片找到新销路。在闭源实验室纷纷后撤的当口，这笔收购把开源生态的话语权重新拢回算力<span class="spamTxt">之王</span>手中。</div>
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