英伟达以130亿美元收购Hugging Face

THIS IS BLOOMBERG BUSINESSWEEK DAILY REPORTING FROM THE MAGAZINE THAT HELPS GLOBAL LEADERS STAY AHEAD WITH INSIGHT ON THE PEOPLE, COMPANIES AND TRENDS SHAPING TODAY'S COMPLEX ECONOMY. PLUS, GLOBAL BUSINESS, FINANCE AND TECH NEWS AS IT HAPPENS. BLOOMBERG BUSINESSWEEK DAILY WITH CAROL MASSAR AND TIM STENOVEC LIVE ON BLOOMBERG RADIO, TELEVISION AND BLOOMBERG ORIGINALS.

GOOD AFTERNOON. I AM NOT CAROL MASSAR AND THAT IS NOT TIM STENOVEC. I'M CHRISTINA RUFFINI WITH LISA MATEO. WELCOME TO ALL OF OUR LISTENERS AND VIEWERS. YOU ARE KICKING IT WITH US. WE ARE FILLING IN FOR THE FIRST HOUR AND THEN WE WILL VOLLEY IT OVER TO TIM AND MOLLY AT THE U.S. OPEN FOR THE NET -- REST OF THE SHOW. LISA: IT IS THE WEEKDAY HERE. LET'S GET A CHECK OF THE MARKETS. WE HAVE GREEN ACROSS THE SCREEN. S&P, DOW AND NASDAQ UP MORE THAN 1%.

YIELDS ARE LOWER. GOING ACROSS COMMODITIES, SILVER COPPER AND GOLD ALL HIGHER. AS FOR BRENT AND WTI CRUDE, BRENT AT $95 A BARREL. CHRISTINA: KEEP WATCHING THOSE PRICES. CHARLIE PELLETT IS WATCHING THE PRICES. CHARLIE: GOOD DAY TO YOU BOTH. WE'VE GOT THE DOW, S&P AND NASDAQ VERY MUCH IN THE GREEN. LOOK AT THAT. BEST LEVEL OF THE DAY RIGHT NOW ON THE S&P 500 INDEX. HIGHER BY 85 POINTS. DOW INDUSTRIALS UP 631 POINTS RIGHT NOW.

NASDAQ UP 1.5%. NASDAQ 100 INDEX UP BY 1.3%. RUSSELL 2000 INDEX, SMALL-CAP SHARES HIGHER BUT UP BY .5%. WE HAVE GOT THE VIX RIGHT NOW BELOW 15. THE PHILADELPHIA STOCK EXCHANGE SEMICONDUCTOR INDEX FLAT ON THE DAY. TWO-YEAR YIELD, 4.33%. THE 10 YEAR YIELD YIELDING 4.75%. THE 30 YIELD IS 5.23%. SPOT GOLD AT $448 THEY ANNOUNCE -- $4488 THE OUNCE. BRENT LITTLE CHANGED AND LOWER. CANNOT IGNORE TODAY'S MOVING BITCOIN, UP 4.8%.

NOW JUST ABOVE $81,000. AFTER EARNINGS, KEEPING AN EYE ON SHARES OF BROADCOM. DOWN 3.9% AFTER EARNINGS. SNOWFLAKE IS SURGING 20.4%. HEWLETT-PACKARD ENTERPRISE UP BY 2.9%. STOCKS HIGHER, S&P UP BY 1.1%. LISA AND CHRISTINA, THAT IS A BLOOMBERG BUSINESS FLASH. LISA: WE HAVE A GOOD HOUR COMING UP. WE HAVE ED LUDLOW ON TESLA LONDON CYBER CABS AND ALL THINGS TECH. THE TEAM ARE FORCING ME TALK ABOUT A RANDOM SPORTS STORY I DON'T KNOW ABOUT.

LISA: YOU WILL LIKE THIS ONE. THE L.A. CLIPPERS, A LOT OF CONTROVERSY. THEY ARE IN DEEP WATER AND IT HAS TO DO WITH THE SPORTS CAP. BRENDA WILLIAMS JOIN US AND BREAK IT DOWN. WE WANT TO GET TO NVIDIA BECAUSE THEIR SHARES ARE UP ABOUT 2.5%. THE WORLD'S MOST VALUABLE COMPANY. THEY ACQUIRED AI STARTUP HUGGING FACE, TRANSACTION VALUED ABOUT $13 BILLION. LET'S GO TO RACHEL, BLOOMBERG NEWS AI REPORTERS JOINING US LIVE FROM SAN FRANCISCO.

THANK YOU FOR JOINING US. THIS IS A COMPANY WITH MORE THAN $5 TRILLION MARKET VALUE. WHAT DOES HUGGING FACE ADD TO NVIDIA? RACHEL: GREAT QUESTION. HUGGING FACE HAS BEEN AROUND FOR ABOUT 10 YEARS AND THE COMPANY DOES A LOT OF ITS OWN RESEARCH. IT DEVELOPS AI MODELS IT OFFERS TO OTHER PEOPLE. IT IS ALSO A PLACE WHERE OTHER COMPANIES AND INDIVIDUALS CAN HOST AND SHARE AI MODELS. THEY HAVE BECOME AN INTEGRAL PART, ESPECIALLY OF THE OPENLY FOCUSED AI MODELS.

NVIDIA HAS BEEN AN INVESTOR OF THEIRS FOR A WHILE. NVIDIA IS ALSO FOCUSED ON OPENAI MODELS. IT IS OPENAI WITH A SPACE. WHILE IT MAY SEEM SURPRISING ON THE FACE OF IT, THAT MAKES SENSE FOR NVIDIA TO WANT TO PURCHASE THIS COMPANY. IT WILL BE REALLY INTERESTING TO SEE WHAT HAPPENS IN THE COMING YEARS AS THEY ARE COMBINED. CHRISTINA: JENSEN HUANG MADE SOME COMMENTS ABOUT HOW HE WANTS TO SUPPORT A DIVERSE ARRAY OF THESE MODELS, MAKING SURE IT IS NOT JUST STUCK WITH THESE FEW BIG COMPANIES.

KIND OF DIVERSIFY. TALKING ABOUT THE EAT THOSE AND ETHICS OF ALL OF THIS. THAT IS LOVELY. IS THAT WHAT IS REALLY DRIVING THIS? IS THERE A THEORY BEHIND THIS WERE JUST ABOUT HIM TRYING TO PROVE FUTURE PROOF HIS COMPANY MORE THAN HE HAS? RACHEL: I THINK THE LAST QUESTION YOU ASKED IS A REALLY GOOD POINT. I FEEL LIKE THAT IS PART OF WHAT'S HAPPENING HERE. IT'S REALLY DANGEROUS TO STAY IN SUCH A HUGE BUSINESS ON JUST A FEW COMPANIES THAT ARE TAKING UP A LION'S SHARE OF THE ATTENTION AND FUNDING AND COMPUTE.

SPREADING THAT AROUND SEEMS LIKE A SAFER BET FOR THE LONGEVITY OF YOUR BUSINESS. ALSO, THERE ARE A LOT OF PEOPLE, COUNTRIES THAT ARE INTERESTED IN USING AI FOR DIFFERENT THINGS. THEY MAY WANT TO USE OPEN MODELS AND HUGGING FACE SUPPORT FOR THAT ECOSYSTEM MAKES IT AN ATTRACTIVE PARTNER FOR NVIDIA. LISA: SOMETHING ELSE HE ALSO SAID, OPEN MODELS STRENGTHEN SAFETY AND CYBERSECURITY. HUGGING FACE WAS AT THE CENTER OF A CYBERSECURITY INCIDENT MOST RECENTLY SO HOW DID THAT RAISE ALARMS ABOUT THE SAFETY OF AI TECHNOLOGY OVERALL?

RACHEL: YES, HUGGING FACE WAS THE SUBJECT OF AN INADVERTENT ATTACK BY SOME OPEN AI MODELS. THAT IS AN INCIDENT THAT HAS GOTTEN PEOPLE INCREASINGLY ALARMED ABOUT NOT JUST THE CAPABILITY OF NEWER CYBERSECURITY MODELS AND AI MODELS THAT ARE GOOD AT CARRYING OUT CYBERSECURITY TASKS BUT ALSO WHAT'S BEING DONE TO PREVENT THESE THINGS FROM HAPPENING. THIS IS SORT OF A COMBINATION OF A SOFTWARE PROBLEM THAT A HUMAN PROBLEM. OPENAI IN PARTICULAR HAS BEEFED UP HOW IT IS MONITORING MODELS AND DEVELOPMENT.

THESE WERE TESTS DURING EVALUATION, THIS HACK HAPPENED. OPENAI IS CHANGING WHAT IT DOES DURING THE EVALUATIONS AND ANTHROPIC HAS MADE SOME RECENT ANNOUNCEMENTS RELATED TO WHAT IT'S DOING. IT WILL BE INTERESTING TO SEE IF THAT HAPPENS GOING FORWARD AS THEY CONTINUE TO RELEASE THESE MODELS. THEY ARE PUTTING UP MODELS THAT THEY SAY ARE INCREASINGLY CAPABLE WHICH MEANS THEY ARE GOOD FOR DEFENDING AGAINST CYBERSECURITY HACKS, FINDING ISSUES AND ATTACHING THEM BUT ALSO CONVERSELY IT COULD BE USED TO PERPETRATE SUCH ATTACKS.

WE HAVE TO WAIT AND SEE A LITTLE BIT. CHRISTINA: I'VE NEVER HEARD OF HUGGING FACE BEFORE THAT INCIDENT HAPPENED. WHEN PUBLICIZING THE JAILBREAK OF THAT AI STRUCTURE AND THE HACK, THERE WAS A SECTOR OF ANALYSTS THAT WERE SAYING IT IS IMPORTANT, THEY ARE PUBLICIZING IT FOR SAFETY CONCERNS BUT ALSO AN ADVERTISEMENT OF LOOK WHAT RAI CAN DO. DID ANY OF THAT HELP RAISE THE PROFILE OF HUGGING FACE? IS THAT WHAT IT IS IT IS OUR ACQUISITION OR WAS ALREADY HEADING THAT WAY?

WE WILL SEE THE SMALLER AI COMPANIES BEING ABSORBED INTO LARGER ORGANIZATIONS? RACHEL: I SUSPECT THIS WAS ALREADY IN THE WORKS. AS I MENTIONED BEFORE, HUGGING FACE AND NVIDIA HAVE HAD A RELATIONSHIP FOR A LONG TIME. HUGGING FACE IS ALSO FOR A CERTAIN CROWD. I FEEL LIKE I AM ONE OF THESE PEOPLE. IT IS A COMPANY CERTAIN PEOPLE HAVE KNOWN ABOUT FOR A LONG TIME AND AS LONG THOUGHT OF AS A KEY PLAYER IN AI. IT IS CERTAINLY NOT A COMPANY THAT WAS ON THE TIP OF EVERYONE'S TONGUE BUT IT HAS BEEN STEADILY WORKING AT IT'S IN -- AT ITS OWN RESEARCH.

A LOT OF STUFF AROUND ETHICS AND HAS A REALLY STRONG TEAM. ITS FOUNDER STILL REMAIN THERE. IT IS DEFINITELY A COMPANY THAT THIS COULD HAVE BEEN IN THE WORKS FOR A WHILE. IT IS WORTH NOTING THAT HUGGING FACE WAS THE COMPANY THAT MENTIONED THIS HACK FIRST. LATER ON, OPENAI WAS LIKE OH, ACTUALLY -- YEAH. WHILE ON THE ONE HAND, YOU COULD SAY IF YOU ARE TALKING ABOUT YOUR SYSTEMS INADVERTENTLY HACKING SOMEBODY ELSE, THAT IS IN A SENSE GOOD PR FOR YOU BECAUSE YOU ARE SHOWING THESE ARE SO POWERFUL, LOOK AT WHAT THEY DID.

I THINK IT IS MORE NUANCED THAN THAT. LISA: JUST FOR HUGGING FACE IN ITSELF, WHAT DOES IT MEAN FOR THE USERS? WILL ANYTHING CHANGE FOR THEM WITH THIS AGREEMENT? RACHEL: MY UNDERSTANDING IS NOT, AT LEAST NOT AS OF NOW. HOPEFULLY FOR THEM, THINGS WON'T REALLY CHANGE MUCH. CHRISTINA: RACHEL METZ, THANK YOU SO MUCH. LET'S GO OVER TO THE MARKETS NOW. STOCKS ON THE RISE AND BOND YIELDS FALLING. THE S&P 500 SEEING BACK TO BACK GAMES.

UP MORE THAN 1%. WE WANT TO TAKE A DEEPER DIVE. LISA: WE WILL GO TO JASON TYLER WHO IS JOINING US NOW FROM L.A., I THINK. IS THAT WHERE THESE LOVELY FLOWERS ARE? JASON: I WILL DO A SHAMELESS PLUG BECAUSE THE LUCAS MUSEUM OF HISTORY IS OPENING TODAY SO I CAME OUT TO SUPPORT TO BE PART OF THE OPENING FOR THAT OR AT LEAST SEE WHAT ALL THE ANTICIPATION IS ABOUT. I REALLY LOOKING FORWARD TO IT. CHRISTINA: I AM VERY JEALOUS.

I'M DYING TO GO THERE. MY BROTHER IS A

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