Stephen Nellis
speaker
50 appearances
5 recordings
1 series
first heard Jan 2026
last heard 4 Sep
Stephen Nellis’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Sep 2026 with 1.
Appearances
Reuters World News · UPDATE: Clancy mistrial, Kyiv attack, data center backlash · 4 Sep 2026
podcast
Hugging Face is one of the central places that AI development has taken place over the past few years.
And that's because it's the central place where people go to share the code for their open source software, tweak it, share it back with other developers, and push the entire field forward as a community.
Now, you might be wondering, how does Hugging Face make money?
Well, it charges a subscription to host that code securely and for other
Other features and things like that.
Now, why would NVIDIA want it?
Well, NVIDIA is best known for making AI chips, but it's actually also a huge player in AI software.
It gives away a ton of AI software for free for the pretty simple reason that if you have great software sitting there for free, you're more likely to want to buy NVIDIA's chips versus competing chips from another company like Intel or AMD.
China has been making big waves in recent years by releasing some of its best and most compelling AI as free open source models.
Most of the leading AI technology from the US comes from companies like OpenAI and Anthropic that are closed source.
Nvidia is trying to make a big bet on US-based open source, and this will be pushing that forward.
Now, the big question is whether the two countries, the US and China, will continue to pursue.
Through those strategies and how, but either way, NVIDIA is going to be a big player by becoming both a huge provider of the chips and hardware and now a huge repository of open source AI software.
The big takeaway from a spate of big tech earnings this week is that what Wall Street really cares about is not how much it costs to build AI, but whether you have a plan to make money from it.
Let's take a good contrasting example.
Meta saw its free cash flow mostly evaporate this week, and it got punished.
The stock was down 15% in a single day,
Other companies like Amazon and Microsoft also shrank their free cash flow by quite a bit, spending billions of dollars, but their stock was up.
What's the reason?
Well, Amazon and Microsoft both have booming cloud computing businesses that are already tens of billions of dollars a quarter and are still growing at 40% roughly.
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