# Nvidia expands AI ecosystem and power infrastructure > Live situation record from CLSTR: https://clstr.news/situations/nvidias-ai-ecosystem-expansion > Updated: 2026-09-09T12:33:52.000Z. Sources: 360. Developments: 9. In late July 2026, Nvidia deepened its control of the AI value chain through a series of strategic investments and alliances. It signed a $500 billion high-bandwidth memory supply deal with SK Hynix and helped launch the Open Secure AI Alliance to develop open-source AI cybersecurity tools. Two days later, Nvidia disclosed a $5 billion equity stake in Safe Superintelligence (SSI), granting the startup early access to the upcoming Vera Rubin hardware platform. On 8 August, Nvidia announced plans to invest up to $3 billion in Lancium, a Texas-based power infrastructure developer. By 27 August, the company reported record-breaking second-quarter fiscal revenue of $96.2 billion, a 106% increase year-over-year, with the Data Center division generating $89 billion. CEO Jensen Huang noted that AI has reached an “inflection point” where applications are generating tangible economic value. To support this growth, Nvidia announced an $80 billion share repurchase program and a quarterly dividend of $0.25 per share. To address technical bottlenecks, Nvidia introduced NVHBM, a new high-bandwidth memory architecture developed with Annapurna Labs to increase bandwidth by 30% and reduce power consumption by 15%. The company has also begun shipping its Vera Rubin platform and expanded its partnership with Amazon Web Services. To facilitate massive infrastructure expansion, Nvidia has signed letters of intent with six financial institutions to mobilize over $500 billion in funding. Despite strong forward guidance projecting 70% revenue growth for the 2027/2028 fiscal year, CFO Colette Kress warned that supply constraints could persist through 2028. On 2 September, Nvidia confirmed it will acquire the open-source AI platform Hugging Face for approximately $12.93 billion, marking the largest acquisition in the company’s history. In early September, director Mark Stevens executed significant insider selling, disposing of approximately 2.87 million shares worth roughly $646.5 million between 31 August and 4 September. ## Claims - Nvidia has agreed to acquire the open-source AI platform Hugging Face. (disputed by 49 sources) - Hugging Face hosts more than 18 million developers, researchers, and creators. (disputed by 36 sources) - The platform hosts over 3 million AI models and 500,000 datasets. (disputed by 34 sources) - The acquisition deal has not yet been officially confirmed or denied. (disputed by 8 sources) - Hugging Face has 13 million users and over two million public models. (disputed by 5 sources) - The acquisition price is approximately $12.93 billion. (corroborated by 47 sources) - Hugging Face will continue to operate as an open platform for the AI ecosystem. (corroborated by 39 sources) - Using Nvidia computing hardware will not be mandatory to build or deploy models on Hugging Face. (corroborated by 36 sources) - More than 200,000 enterprises utilize the Hugging Face ecosystem. (corroborated by 32 sources) - Nvidia is in talks to acquire Hugging Face for approximately $12.9 billion. (corroborated by 27 sources) - Nvidia plans to invest up to $3 billion in Lancium, a power infrastructure developer. (corroborated by 16 sources) ## Timeline ### 2026-09-09: Nvidia projects 70% revenue growth for fiscal 2028 amid AI boom Nvidia CEO Jensen Huang projects 70% revenue growth for fiscal 2028, fueled by AI demand, despite potential supply constraints in memory and power infrastructure. 13 sources. https://clstr.news/cluster/nvidia-reports-strong-revenue-growth-amid-major-insider-stock-sales ### 2026-09-02: Nvidia to acquire AI platform Hugging Face for $12.93 billion Nvidia will acquire the open-source AI platform Hugging Face for approximately $12.93 billion, promising to maintain the platform's openness for the entire AI ecosystem. 177 sources. https://clstr.news/cluster/nvidia-acquires-hugging-face-in-14-billion-dollar-ai-deal ### 2026-08-31: Nvidia reportedly negotiating $12.9 billion acquisition of Hugging Face Nvidia is reportedly negotiating a $12.9 billion acquisition of Hugging Face, the major open-source AI model hub, to strengthen its influence over the AI ecosystem and developer distribution layers. 15 sources. https://clstr.news/cluster/nvidia-reportedly-negotiating-129-billion-acquisition-of-hugging-face ### 2026-08-29: Nvidia reportedly agrees to acquire Hugging Face for $12.9 billion Nvidia is reportedly in talks to acquire AI model hub Hugging Face for $12.9 billion, potentially marking a major strategic expansion into AI software and open-source ecosystems. 8 sources. https://clstr.news/cluster/nvidia-reportedly-to-acquire-hugging-face-for-129-billion-1 ### 2026-08-27: Nvidia to acquire Hugging Face for $12.9 billion Nvidia has reportedly agreed to acquire open-source AI platform Hugging Face for $12.9 billion, following a record-breaking fiscal quarter with $96.2 billion in revenue. 140 sources. https://clstr.news/cluster/amazon-triples-nvidia-gpu-order-for-aws-data-centers ### 2026-08-08: Nvidia to invest up to $3 billion in Lancium for AI power infrastructure Nvidia plans to invest up to $3 billion in Lancium, a Texas-based power infrastructure developer, to support the Stargate AI data center initiative and secure critical energy resources. 22 sources. https://clstr.news/cluster/nvidia-to-invest-up-to-3-billion-in-texas-power-firm-lancium ### 2026-08-02: Nvidia invests $5 billion in AI startup Safe Superintelligence as Dutch manufacturing sees strongest production rise in Nvidia invests $5 billion in Ilya Sutskever’s AI startup Safe Superintelligence, while Dutch manufacturing PMI shows its strongest production rise in four years, driven partly by AI‑related spending. 3 sources. https://clstr.news/cluster/nvidia-invests-5-billion-in-ai-startup-safe-superintelligence-as-dutch-manufacturing-sees-strongest- ### 2026-07-28: Nvidia invests $5 billion in Safe Superintelligence, forms Open Secure AI Alliance Nvidia invests $5 billion in Safe Superintelligence and launches the Open Secure AI Alliance, a 35‑member coalition to develop open‑source AI security tools after a Hugging Face breach. 27 sources. https://clstr.news/cluster/nvidia-commits-5-billion-to-ilya-sutskevers-safe-superintelligence-ai-startup ### 2026-07-26: Nvidia Secures AI Chip Supply with SK Hynix and Forms Cybersecurity Alliance Nvidia secured a $500 bn HBM supply deal with SK Hynix and co‑founded an Open Secure AI Alliance with 30 tech firms to boost AI‑based cyber defence. 2 sources. https://clstr.news/cluster/nvidia-secures-ai-chip-supply-with-sk-hynix-and-forms-cybersecurity-alliance --- Cite as: Nvidia expands AI ecosystem and power infrastructure. CLSTR, https://clstr.news/situations/nvidias-ai-ecosystem-expansion