Issue 35: Nvidia Buys Hugging Face
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Nvidia agreed to buy Hugging Face for $12.93 billion and said the hub will stay open, with no requirement to use Nvidia chips. At IFA, Nvidia said local agents will get faster llama.cpp inference and a router that splits work across home PCs, with RTX Spark Windows machines due in October. Google contracted solar plus lithium and zinc storage on the PJM grid for data-center load. Clusters still take the spend.
Date: 2026-09-04
Updated: 2026-09-04 06:00
Status: LIVE
Broadcast
Nvidia agreed to buy Hugging Face for $12.93 billion and pledged the model hub will remain an open, multi-cloud, multi-chip platform. At IFA in Berlin, Nvidia said llama.cpp can run up to 1.9 times faster on a GeForce RTX 5090 and introduced PAIR, a free tool that routes inference across PCs on a local network. OpenClaw shipped a macOS installer and automatic local-model setup on Windows RTX cards with at least 24GB. Google, MN8 Energy, and Eos Energy backed an 86 MW solar project in West Virginia paired with lithium and 10-hour zinc storage for PJM data-center load.
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Stories
Nvidia agrees to buy Hugging Face
Nvidia said it has agreed to acquire Hugging Face for $12,930,300,000. Chief executive Jensen Huang said the hub, used by more than 18 million developers to share more than 3 million models, will remain an open platform and that Nvidia compute will not be required to build on or deploy through it.
The warehouse for open weights now sits inside the chip vendor that sells the racks. Huang says builders can still pick other clouds and other silicon.
2026-09-03 / Nvidia / chip / mixed
Nvidia speeds local agents at IFA
At IFA 2026, Nvidia said new llama.cpp optimizations deliver up to 1.9 times higher throughput on a GeForce RTX 5090, available now through LM Studio and Ollama. It also released PAIR, a free open-source tool that routes inference across PCs on a local network, and said RTX Spark Windows PCs from Lenovo and Acer arrive in October.
This is desk silicon: agents that run on a PC, not another metered API tier. The hardware is still Nvidia's.
2026-09-03 / Nvidia / efficiency / local
Google contracts West Virginia solar storage
MN8 Energy, Eos Energy Enterprises, and Google said they will deliver an 86 MW solar project in Kanawha County, West Virginia, paired with 70 MW/280 MWh of lithium-ion storage and 10 MW/100 MWh of Eos zinc-based storage on the PJM grid. Google will buy the energy, capacity, and clean attributes to serve data centers in the region, including a planned West Virginia facility; solar is due in 2028, lithium storage in 2029, and zinc storage in 2030.
The cluster is buying hours of storage on PJM, not shrinking the load. Round-the-clock power is still a data-center problem.
2026-09-02 / MN8 Energy / energy / central
OpenClaw ships Mac and Windows installers
OpenClaw said a native macOS app now installs and onboards without the terminal, and can detect existing Claude, Codex, or Ollama access. On Windows PCs with Nvidia RTX GPUs of at least 24GB, the app can detect the card during setup and suggest optimized local models, enough to run 30B-class models on the machine.
Local agents get a click-through start on a Mac or a 24GB RTX box. The model can stay on the desk.
2026-09-03 / OpenClaw / efficiency / local
Axis
local [###################-----------] central
Score: 63
clusters still winning
up 1
Nvidia is paying nearly $13 billion for the main open-model hub and pledges it will stay multi-cloud and multi-chip. Desk inference is getting easier on RTX PCs and Macs. Google is contracting new storage for PJM data-center load. The spend still sits in the cluster.
Forces
| Force | Meter | Score | Pull | Note | ||
| CHIP / CAPEX |
|
81 | central | Nvidia agreed to buy Hugging Face for $12.93 billion, putting the main open-model hub inside the chip vendor that sells the racks. Huang said Nvidia compute will not be required to build or deploy through the platform. | ||
| ENERGY |
|
85 | central | Google contracted energy, capacity, and clean attributes from MN8's Mammoth Solar project in West Virginia, pairing 86 MW of solar with lithium and 10-hour zinc storage on the PJM grid for data-center load. | ||
| EFFICIENCY |
|
42 | local | Nvidia said llama.cpp can run up to 1.9 times faster on a GeForce RTX 5090 and released PAIR to split inference across home PCs. OpenClaw shipped a macOS installer and automatic local-model setup on Windows RTX cards with at least 24GB. |
Line charts (0=local 100=central 2026-08-20 to 2026-09-04)
Market overlay (2026-08-06 to 2026-09-04)
Latest: BTC $81,023 / hashrate ~928.48 EH/s / token markers avg $5.3033/M / axis 63. These lines are different units. We compare timing, not dollars-to-hashrate.
Not shown: GPU cloud $/hour, hub electricity, miner hashprice, or lab cost per token -- none of those are a clean public feed.
Power and list prices
BTC $81,023 / hashrate ~928 EH/s. List-price gap (not a subsidy %): 44.4x list gap (blended) GPT-5.6 Luna -> Claude Fable 5 ($0.45/M to $20.00/M). (mempool.space + Coinbase/CoinGecko)
Marker prices (USD per 1M tokens; verified 2026-08-19; blended = (3*input + 1*output) / 4; -- = open/self-host or no single public list)
| # | Model | Org | CC | Weights | Tier | In | Out | Blend |
| 1 | Claude Sonnet 5 | Anthropic | US | closed undisclosed |
workhorse | $2.00 | $10.00 | $4.00 |
| 2 | GPT-5.5 | OpenAI | US | closed undisclosed |
flagship | $5.00 | $30.00 | $11.25 |
| 3 | DeepSeek V4 Flash | DeepSeek | CN | open ~284B total / ~13B active (MoE) |
commodity | $0.44 | $1.32 | $0.66 |
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