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Nvidia expands AI financing, infrastructure, and software

Updated 66 times since CLSTR started tracking revisions of this situation.

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2026-09-09 09:41 UTC → 2026-09-12 05:54 UTC · added ~~removed~~

Nvidia is aggressively expanding its influence across the AI software, financing, and infrastructure ecosystems. A central component of this strategy is the ~~announced~~ agreement to acquire the AI platform Hugging Face for approximately ~~$12.9 billion, a deal~~ $12.93 billion. The deal, which includes roughly $11.9 billion for investors and up to $1 billion in stock-based retention for employees, is expected to close in the first half of 2027. While Hugging Face hosts millions of models and serves over 3 18 million ~~models,~~ developers, CEO Jensen Huang has pledged the platform will remain open to ~~the AI community.~~ competing models, cloud providers, and software environments. This acquisition is expected to face regulatory scrutiny ~~in Paris and Brussels~~ regarding antitrust concerns and the EU AI Act. Financially, Nvidia is experiencing massive ~~growth. The company~~ growth, recently ~~reported~~ reporting a 106% year-over-year revenue increase to $96 billion in a single quarter, with net income reaching approximately $59 billion. This performance has propelled its market capitalization toward a range of $5.4 trillion to $5.6 trillion. ~~As of July 2026, Nvidia’s AI equity portfolio reached $99 billion, and~~ While the ~~company~~ AI Bubble Index has ~~projected approximately 70% revenue growth for fiscal 2028.~~ risen to 57, indicating increased speculative activity, analysts remain divided; firms like Cantor Fitzgerald maintain bullish outlooks citing durable demand, while others monitor market concentration. Infrastructure and startup investments continue to scale. Nvidia is pursuing a $6 billion technology licensing deal with Poolside and is preparing to invest between $2.5 billion and $3 billion in Thinking Machines Lab. An expanded collaboration with Amazon Web Services (AWS) aims to deploy 2 million Nvidia GPUs across AWS infrastructure by 2028. Furthermore, new partnerships with MediaTek and Lenovo aim to bring AI computing to consumer devices, including Windows PCs featuring RTX-Spark chips expected in October. ~~While the AI Bubble Index has risen to 57, indicating increased speculative activity, analysts remain divided on long-term sustainability.~~

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