Nvidia agreed to buy Hugging Face for just over $12.93 billion, after acquisition talks that reportedly began a few weeks earlier. The deal is valued at $12.9B. Nvidia says Hugging Face will keep supporting multi-chip and multi-cloud AI projects, while Nvidia gains data on which datasets, models, and architectures are being used.
Experiential Labs launched Experiential, an open source gateway for BYOK that is self-hosted and connects to 1000+ marketplace models. It uses your traffic to reduce costs, recommend models, and train a specialized model you own. This changes the setup by adding an in-house routing and optimization layer for selecting and training models based on observed usage.
Accel is reportedly in talks to lead a $1 billion funding round for Thinking Machines, an AI lab founded by Mira Murati.
The reported terms include a valuation of at least $40 billion.
If completed, the round would drop the company below a previously sought $50 billion valuation, while it continues building its AI platform and open-weight model Inkling.
Researchers, with HHMI Janelia and collaborators, published a complete wiring diagram of the male fruit fly brain and central nervous system, described as the largest brain map to date. The map contains over 166,000 neurons and 125 million synaptic connections. This enables researchers to compare male and female connectomes and use the verified dataset (via Neuroglancer) to study circuit control, behavior, and other neural mechanisms with less manual annotation.
The Sequence Opinion argues that as AI capability becomes more reproducible, the economic “moat” of being first erodes and gets replaced by more fluid advantages like smaller models, routing, and distillation. It cites “six months” later when another lab matches similar capability and an open model delivers most of it “at a fraction of the price.” The takeaway is that durable value shifts from costly, first-mover training to barriers that aren’t easily replicated by predictable scaling and accessible tooling.
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