▶ 46:20 · $HUGGING-FACE · Hugging Face revenue jumps 50% in two months to $150M ARR; acquisition talks at ~$13B valuation

episode briefing

Meta’s $18B Social Media Settlement, Nvidia’s Upcoming Results, Bill Gates’ Stark Warning About AI

2026-08-27 · 7 company · 18 thematic

sentiment

6 bull0 bear1 neu

speakers

jason dean

SF Bureau Chief at The Information covering AI and enterprise technology; provides analysis on OpenAI leadership changes and competitive dynamics.

varon shiveram

Founded Emerald AI, which develops software to make AI data centers power-flexible grid assets; raised $150M Series A at $1.05B valuation.

tim aruri

Leads UBS research on AI semiconductors, covering Nvidia, AMD, memory, and the broader AI hardware supply chain.

aaron holmes

Covers Microsoft for The Information, reporting on Microsoft's AI chip strategy, cloud infrastructure, and semiconductor supply chain dynamics.

laura bratton

Writes the Applied AI newsletter for The Information, reporting on enterprise AI adoption, coding agents, and frontier model competition.

quote

“hugging faces revenue jumped 50% in just two months to 150 million. So that's between the end of June and the end of August. Hugging Face is close to a deal to sell itself. Uh we reported it I reported with Steph um and you know Business I…”

—laura bratton

now playing · $HUGGING-FACE

$META···neutral· mediumjason dean

Meta's $18B settlement not existential given $60B net profit; remedies as important as money

The $18B settlement over a decade is manageable for Meta given $60B net profit; the behavioral remedies (daily limits, nighttime blocks, age assurance, parental tools) are at leas…

$NVDA···bullish· hightim aruri

UBS expects strong Nvidia quarter with 10-11 GW shipped, sees semiconductor industry reaching $1.7T revenue

Nvidia backlog and demand signals remain very strong with model implying 10-11 GW shipped this year; SpaceX adding 6 GW next year shows incremental demand. Semiconductor industry…

$NVDA···bullish· hightim aruri

UBS analyst sees inference as primary revenue driver for Nvidia and semiconductor sector

Inference token generation is now the production phase of AI and drives revenue across Nvidia, hyperscalers, neoclouds, and memory companies; training was just R&D. Fast inference…

$EMERALD-AIbullish· highvaron shiveram

Emerald AI raises $150M at $1.05B valuation to make data centers flexible grid assets unlocking 100 GW

Emerald's software orchestrates AI workloads with AI agents to reduce data center power during grid stress while maintaining performance, unlocking 100 GW of stranded grid capacit…

$PANW···bullish· mediumaaron holmes

Palo Alto Networks pursuing platform strategy with mega M&A targets Datadog and Okta amid AI-driven cyber spending surge

AI is making sophisticated cyber attacks easier and faster, driving a spike in security spending. CEO Nikesh Arora wants PANW to become a one-stop platform beyond the CISO office…

$CLICKHOUSEbullish· mediumaaron holmes

ClickHouse ARR rising dramatically due to AI-driven observability demand

Observability space companies like ClickHouse are seeing ARR dramatically rise recently due to the AI boom, making them ripe acquisition targets for cybersecurity platforms expand…

$HUGGING-FACEbullish· highlaura bratton

Hugging Face revenue jumps 50% in two months to $150M ARR; acquisition talks at ~$13B valuation

Hugging Face's compute/storage resale business and open-source model repository drove revenue from ~$100M to $150M ARR in two months (June-August). The company is in advanced sale…

←

▶ 46:20 · $HUGGING-FACE · Hugging Face revenue jumps 50% in two months to $150M ARR; acquisition talks at ~$13B valuation

episode briefing

The Information

Meta’s $18B Social Media Settlement, Nvidia’s Upcoming Results, Bill Gates’ Stark Warning About AI

2026-08-27 · 7 company · 18 thematic

sentiment

6 bull0 bear1 neu

speakers

jason dean

SF Bureau Chief at The Information covering AI and enterprise technology; provides analysis on OpenAI leadership changes and competitive dynamics.

varon shiveram

Founded Emerald AI, which develops software to make AI data centers power-flexible grid assets; raised $150M Series A at $1.05B valuation.

tim aruri

Leads UBS research on AI semiconductors, covering Nvidia, AMD, memory, and the broader AI hardware supply chain.

aaron holmes

Covers Microsoft for The Information, reporting on Microsoft's AI chip strategy, cloud infrastructure, and semiconductor supply chain dynamics.

laura bratton

Writes the Applied AI newsletter for The Information, reporting on enterprise AI adoption, coding agents, and frontier model competition.

quote

“hugging faces revenue jumped 50% in just two months to 150 million. So that's between the end of June and the end of August. Hugging Face is close to a deal to sell itself. Uh we reported it I reported with Steph um and you know Business I…”

—laura bratton

now playing · $HUGGING-FACE

$META···neutral· mediumjason dean

Meta's $18B settlement not existential given $60B net profit; remedies as important as money

The $18B settlement over a decade is manageable for Meta given $60B net profit; the behavioral remedies (daily limits, nighttime blocks, age assurance, parental tools) are at leas…

$NVDA···bullish· hightim aruri

UBS expects strong Nvidia quarter with 10-11 GW shipped, sees semiconductor industry reaching $1.7T revenue

Nvidia backlog and demand signals remain very strong with model implying 10-11 GW shipped this year; SpaceX adding 6 GW next year shows incremental demand. Semiconductor industry…

$NVDA···bullish· hightim aruri

UBS analyst sees inference as primary revenue driver for Nvidia and semiconductor sector

Inference token generation is now the production phase of AI and drives revenue across Nvidia, hyperscalers, neoclouds, and memory companies; training was just R&D. Fast inference…

$EMERALD-AIbullish· highvaron shiveram

Emerald AI raises $150M at $1.05B valuation to make data centers flexible grid assets unlocking 100 GW

Emerald's software orchestrates AI workloads with AI agents to reduce data center power during grid stress while maintaining performance, unlocking 100 GW of stranded grid capacit…

$PANW···bullish· mediumaaron holmes

Palo Alto Networks pursuing platform strategy with mega M&A targets Datadog and Okta amid AI-driven cyber spending surge

AI is making sophisticated cyber attacks easier and faster, driving a spike in security spending. CEO Nikesh Arora wants PANW to become a one-stop platform beyond the CISO office…

$CLICKHOUSEbullish· mediumaaron holmes

ClickHouse ARR rising dramatically due to AI-driven observability demand

Observability space companies like ClickHouse are seeing ARR dramatically rise recently due to the AI boom, making them ripe acquisition targets for cybersecurity platforms expand…

$HUGGING-FACEbullish· highlaura bratton

Hugging Face revenue jumps 50% in two months to $150M ARR; acquisition talks at ~$13B valuation

Hugging Face's compute/storage resale business and open-source model repository drove revenue from ~$100M to $150M ARR in two months (June-August). The company is in advanced sale…