What NVIDIA Gains From Keeping AI Open

NVIDIA is buying far more than an AI developer platform. It can expect massive gains from keeping Hugging Face open, more than from locking developers into CUDA or handcuffing them to NVIDIA chips. It is combining power on three spheres: compute, the gateway and information. The last sphere is becoming more geostrategic, as government scrutiny moves beyond chips to how models are accessed and used.