Sovereign AI, same landlord - thoughts on the physical AI race - The Robot Report
Quick Answer
NVIDIA plans a historic $12.9 billion acquisition of Hugging Face, while AMD acquires World Labs for $8.2 billion.
Quick Take
Qualcomm collaborates with Liquid AI, and Google DeepMind integrates Gemini Robotics 2 into Apptronik's Apollo 2 humanoid, highlighting a competitive landscape in AI development.
Key Points
- NVIDIA's acquisition of Hugging Face marks its largest purchase ever at $12.9 billion.
- AMD's acquisition of World Labs for $8.2 billion strengthens its AI capabilities.
- Qualcomm collaborates with Liquid AI to enhance embedded AI agents.
- Google DeepMind integrates Gemini Robotics 2 into Apollo 2 humanoid robots.
- The AI race emphasizes the need for sovereign AI solutions beyond single vendors.
Article Excerpt
From source RSS / original summaryAlso, Advanced Micro Devices acquired World Labs for $8.2 billion, Qualcomm has collaborated with Liquid AI on embedded agents, and Skild AI launched the S1 foundation model. In addition, Google DeepMind integrated Gemini Robotics 2 into Apptronik‘s Apollo 2 humanoid. [...] And then, almost politely, NVIDIA said it plans to spend $12.9 billion — the biggest acquisition in the company‘s history — buying Hugging Face, the place where the planet’s developers go to pick which model to run. Cute war. NVIDIA just bought the battlefield.
## Chasing chips focuses on the wrong layer [...] No government building sovereign AI wants to bet its national compute on OpenAI’s chip, Anthropic’s silicon, or any single lab that might someday become a geopolitical liability. So NVIDIA stepped in with the pit
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