5 ms·
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 3mo 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.
- zenoprax 3mo ago> There's only $50b in datacenter buildout nationally (Source: Gemini, 2026). Your reference lacks authority, veracity, and reproducibility.
- otabdeveloper4 3mo agoIt came to me in a dream.
- bbor 3mo 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 3mo 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 3mo 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 3mo 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 3mo 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 3mo agoYeah, the price is weird as fuck.
- catwell 3mo 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.
- rezonant 3mo agoDid you just quote an LLM as a citation? That's not how citations work.
- mapontosevenths 3mo 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 3mo agoA Wikipedia link can be nice when you get several different sources provided.
- Forgeties79 3mo 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 3mo agoWhy waste keystrokes when less do trick?
- Forgeties79 3mo agoBecause a facsimile machine isn’t a reputable source lol
- speerer 3mo 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)"
- 3mo ago
- jatora 3mo ago[dead]
- drumhead 3mo agoBetter to site the primary source, its like googling something and then siting google as your source.