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V4.1Fortress
AAPL3.9Deep
MA3.9Deep
AMZN3.9Deep
NVDA3.8Deep
ARM3.7Deep
TSM3.7Deep
MSFT3.6Deep
JPM3.6Deep
GOOGL3.5Deep
ASML3.5Deep
WMT3.4Deep
Stripe3.4Deep
CRM3.4Deep
SHOP3.3Deep
ADBE3.2Deep
SPCX3.2Deep
CRWD3.2Deep
ABNB3.2Deep
META3.2Deep
NFLX3.2Deep
PANW3.2Deep
OpenAI3.1Deep
DIS3.1Deep
NOW3.1Deep
ORCL3.1Deep
AVGO3.1Deep
UBER3.1Deep
PLTR2.9Solid
Anthropic2.8Solid
QCOM2.8Solid
TSLA2.8Solid
SPOT2.6Solid
PYPL2.6Solid
NKE2.6Solid
SNOW2.5Solid
AMD2.2Solid
INTC2.2Solid
SOFI2.2Solid
MU2.0Thin

Hugging Face

Analysis

1 article

Technology Nvidia Hugging FaceOct 7, 2026 · 5 min

Nvidia's Hugging Face

Nvidia paid $12.9 billion for the place where the world's open AI models live. Open models are Nvidia's broadest customer base and the most likely path around its software lock-in. Jensen Huang decided to own both.

Score it yourself

How strong is Hugging Face's moat?

Question 1 of 8

Switching costs · weight 15

How painful — in money, time, risk, retraining — is it for a customer to leave?