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.
Technology
Platform bets, infrastructure, and the technical choices that lock in advantage.
Amazon's Harness
The AI labs cut their prices in the same week. Amazon gave away the software that runs their models, on every cloud. The brains are getting cheap, and Amazon wants to own the body.
AI Pace
From AI race to AI pace. The words changed over a weekend. The spending did not move at all.