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The case for NVIDIA Corporation's (NASDAQ: NVDA) approximately $12.9 billion acquisition of Hugging Face rests on inference.
Skeptics have long argued that NVIDIA's hardware advantage stops at model training; the Hugging Face deal is the company's most direct challenge to that view.
What complicates it is that Hugging Face's standing in the developer community sits almost entirely in its reputation as vendor-neutral ground.
On the September 3 episode of Mad Money, Jim Cramer called the acquisition brilliant.
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