Thursday, September 3, 2026/Compiled from 22 shows at 10:55 AM ET/32 episodes reviewed · 331 quotes on file
NVIDIA's $96 BILLION BENDER — Chip Titan Drops $13B on Hugging Face, Signals Unstoppable Demand

The Lead · heard on 2 shows

NVIDIA's $96 BILLION BENDER — Chip Titan Drops $13B on Hugging Face, Signals Unstoppable Demand

Fresh off a record-smashing quarter, NVIDIA is acquiring AI hub Hugging Face in a massive deal. With suppliers like TSMC sold out until 2029, the company is projecting growth far beyond analyst expectations.

The tape The Twenty Minute VC (20VC) · Sep 3
He immediately went shopping, nearing the $13 billion price tag with the $12.9 billion that they paid for Hugging Face, which was confirmed just after we did last week's recording.
Harry Savitz · 20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN
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The David Lin Report · Fed Rate Hike Shock: Why Markets Suddenly Fear SeptemberSep 1

FED CHAIR WARNS 'WE HAVE WORK TO DO' — Markets Now Price 66% Chance of September Hike

After Fed Chair Kevin Warsh signaled a hawkish turn at Jackson Hole, markets sold off sharply. Investors now believe a September rate hike is all but certain, with one analyst calling the Fed's prior hesitation 'continued policy ineptitude.'

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