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NVIDIA's reported $13B acquisition of HuggingFace isn't about model weights. It's a bet that the hosting, dataset, and trust layer underneath every agent is the real chokepoint. Here's what that means for anyone running agents.
NVIDIA's reverse-execuhire of Poolside's model factory and 109 engineers is a Wardley Map move: the labs now compete by buying proven infrastructure teams, not building them. Here's what that means for the agents you run.
The compute layer under every agent you run rests on the same financing-and-infrastructure bet that killed the Northern Pacific Railway. Here is why that matters for whether your tools stay cheap.
