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CompaniesAug 24, 2026

NVIDIA-Perplexity talks highlight AI search’s infrastructure value

NVIDIA’s reported interest in Perplexity is more than a startup funding headline. It shows how the compute layer and the AI application layer are starting to pull each other closer, especially in search products that can generate heavy inference demand.

Developer ToolsSep 4, 2026

NVIDIA buying Hugging Face would redraw the map of open AI

Hugging Face is not just another AI startup in this story. It is one of the places where developers decide which models matter, which tools spread, and which open-weight projects become usable. If NVIDIA owns that front door while also selling the chips underneath it, the AI stack becomes more vertically connected than before.

InfrastructureSep 4, 2026

Crusoe’s reported funding shows AI infrastructure money is still accelerating

AI infrastructure is still pulling capital at a scale that looks disconnected from the rest of the economy. Crusoe’s reported raise is another signal that investors believe the bottleneck for AI is physical: power, land, chips, cooling, and the ability to turn all of that into usable capacity.

InfrastructureAug 27, 2026

NVIDIA's Hugging Face talks would redraw the open-model ecosystem

Hugging Face became important because it felt like shared ground: the place where researchers, startups, labs, and developers could find models without first choosing a cloud or chip vendor. That is why reported NVIDIA acquisition talks land with so much force. This is not just a possible deal; it is a question about who gets to own the front door to open AI.