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SED News: The NVIDIA-Hugging Face Deal, China’s Proxy Economy, the Open Weight Surge

Sep 8, 2026 SED Production 52:06

Gregor and Sean close out the summer with a busy season of tech M&A, from NVIDIA's reported $12.9 billion move for Hugging Face to Dynatrace's acquisition of Arize. The main topic digs into China's "transfer station" economy, the proxy market giving developers cheap access to banned frontier models, and how it may be fueling the surge in high-quality open weight models.

SED News: The NVIDIA-Hugging Face Deal, China’s Proxy Economy, the Open Weight Surge

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