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Open-Source AI Platform Consolidation — Clarity Today

Topic

Open-Source AI Platform Consolidation

The unconfirmed report that Nvidia agreed to acquire Hugging Face for $12.9 billion, which would extend a chip vendor into open-source models and software distribution.

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invest1 distinct publisher

Nvidia's FY2028 guide reprices analysts' revenue models by about 18%

Colette Kress guided 70% growth against a 44% consensus, which on an unchanged base lifts fiscal 2028 revenue estimates by roughly 18%, while the 2 million GPUs AWS is buying arrived with no disclosed price or delivery window.

Publishers:cnbc.com

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Evidence42
Adoption62
Hype gap+22
Incentives74

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