NVIDIA 130 亿美元收购 HuggingFace，GLM-5.3-Flash 发布
原标题：[AINews] NVIDIA buys HuggingFace for $13B, as OpenAI publishes their HF incident retro
AI 摘要
NVIDIA 以 130 亿美元收购 HuggingFace，约为其 1.5 亿美元 ARR 的 80 倍，较 2026 年 1 月 70 亿美元的报价近乎翻倍。同时，Z.ai 正式发布 GLM-5.3-Flash（即 Ox Alpha），这是一个 320B 总参数、18B 激活参数的 MIT 许可多模态模型，支持 1M 上下文，完全运行在中国 AI 芯片上，并声称在编码上媲美 Claude Opus 4.8。独立评测显示其性价比极高，但知识准确率较低，且推理 token 占比高。
正文节选
TheInformation had the scoop, and now they have the confirmation — Nvidia is buying HuggingFace for $13B, roughly 80x their $150M ARR, having doubled its customer base in 2026. This is almost double Nvidia’s initial $7B offer in Jan 2026. What can we say? We love it when the good guys win. But in the backdrop of GLM-5.3-Flash (aka Ox Alpha) impressing everyone (except GDM vaguepoasters) and Qwen also shipping an impressive Flash model on chinese chips, perhaps the post Hot Chips conversation abo