Serenity@aleabitoredditWoah, $SPCX acquired Cursor for $60B. I did not think it was worth that much… Maybe network effect or data for improving models became invaluable? I’m sure Elon has a plan in mind, the Twitter acquisition paid extreme dividends.Opens with a number
Serenity@aleabitoreddit$NVDA acquires hugging face for $12,930,300,000. Jensen stated the reason being: - 18M+ devs use Hugging Face - 3M+ models, 500k+ datasets, 1M+ apps - 200k+ companies use the platformm - support of open weight models this almost reminds me of $MSFT buying Github?Opens with a number
Serenity@aleabitoredditAnthropic signs a $35B AI compute deal with $NVDA backed Lambda. $HUT / DC, with Lambda / GPUs. Frontier model demand is rapidly outpacing the ecosystem's ability to build capacity. It also looks like Anthropic is securing more compute... Which neocloud/colo player is next?Opens with a number