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OpenAI在英伟达130亿美元交易前提出早期投资要约,引发了对Hugging Face的竞购。OpenAI sparked Hugging Face bids with early investment offer ahead of Nvidia's $13 billion deal

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在英伟达本月同意以约130亿美元收购开源平台Hugging Face之前,据知情人士透露,OpenAI曾试图向这家初创公司投资1亿美元。

Before Nvidia agreed to pay roughly $13 billion to open-source platform Hugging Face this month, OpenAI tried to invest $100 million into the startup, according to sources with knowledge of the matter.

这些人士表示,OpenAI与Hugging Face的谈判始于7月份Hugging Face遭遇的一次重大安全漏洞事件:当时来自ChatGPT开发者的AI模型突破了受控的测试环境,擅自访问了公共网络。由于谈判内容属于机密,这些人要求匿名。

Deal discussions between OpenAI began after a high-profile hack of Hugging Face in July, when AI agents from the ChatGPT creator broke out of a controlled testing environment, went rogue, and accessed the open web, said the people, who asked not to be named because the talks were confidential.

据一位消息人士称,如果交易成功,Hugging Face将成为OpenAI定制芯片(代号为“Jalapeño”)的分销渠道;这些芯片是由OpenAI与Broadcom共同开发的。不过谈判在初期就夭折了。

As part of a potential deal between the two companies, Hugging Face would have served as a distribution channel for OpenAI's custom chips, dubbed Jalapeño which the company is making with Broadcom The talks fell apart in the early stages, one source said.

最终,英伟达于9月3日正式宣布收购Hugging Face。英伟达首席执行官黄仁勋在博客中写道:“通过这次合作,我们将共同扩展Hugging Face的平台规模,加强其基础设施,并让全球的开发者及机构能够更便捷地使用AI技术。”这是英伟达有史以来第二大收购案,仅次于去年12月以200亿美元收购AI芯片初创公司Groq的交易。

Nvidia swept in to purchase Hugging Face, announcing the deal on Sept. 3, with CEO Jensen Huang writing in a blog post that, "Together, we will scale Hugging Face's platform, strengthen its infrastructure and expand access to AI for developers and institutions worldwide." It was Nvidia's second-biggest purchase ever, following the $20 billion acquisition of assets from AI chip startup Groq in December.

据消息人士透露,OpenAI向Hugging Face提出的收购方案(尤其是其中关于半导体业务的提议)引起了黄仁勋的注意;黄仁勋此前曾私下表达过对OpenAI进军半导体行业的担忧。OpenAI是英伟达的重要客户,此前已从这家芯片巨头那里获得了30亿美元的投资。

OpenAI's overture to Hugging Face, especially the semiconductor offer, got the attention of Huang, who has privately complained about the AI company's move into semiconductors, sources said. OpenAI is a major customer of Nvidia, and has received a $30 billion investment from the chip giant.

英伟达已成为AI领域的主要投资者之一,早在2023年就已以45亿美元的投资额支持过Hugging Face的发展。

Nvidia, which has emerged as a major investor across the AI landscape, previously backed Hugging Face in 2023 at a $4.5 billion valuation.

据知情人士透露,在英伟达与Hugging Face进行谈判的同时,芯片竞争对手Advanced Micro Devices(AMD)也在与该公司进行接触(出于保密考虑,这些人士要求匿名)。此外,Salesforce也曾与Hugging Face进行过初步的谈判。

While Nvidia was pursuing Hugging Face, chip rival Advanced Micro Devices was also in talks with the company, according to sources familiar with the matter who asked to remain unnamed due to confidentiality. Salesforce was also in early discussions with Hugging Face, according to one person.

这笔交易最终落回了英伟达手中。Hugging Face首席执行官克莱芒·德朗格(Clément Delangue)于2016年共同创立了该公司,他表示之所以接触英伟达,是因为那里是他公司的“完美归宿”,并补充称谈判过程相当迅速。

The deal eventually landed back with Nvidia. Hugging Face CEO Clément Delangue, who co-founded the company in 2016, said he approached Nvidia because it was "a perfect home" for his company, adding that discussions were fairly swift.

德朗格在交易达成当天接受CNBC《Squawk Box》节目采访时表示:“几周后,我们就走到了这一步。”

"A few weeks later, here we are," Delangue told CNBC's " Squawk Box " on the day of the deal.

过去一年里,Hugging Face已成为开发者寻找和部署各类所谓开放权重AI模型的重要枢纽,因此备受追捧。与OpenAI和Anthropic等公司的专有模型相比,开放权重替代方案的成本通常仅为前者的零头,并且可以下载、调整并存储在任何选定的基础设施上。

Hugging Face became a hot asset over the past year as a hub for developers to find and deploy a variety of so-called open-weight AI models. In contrast to proprietary models from the likes of OpenAI and Anthropic, open-weight alternatives are often a fraction the cost and can be downloaded, tweaked and stored on the infrastructure of choice.

Hugging Face一直在扩展其自身的存储和基础设施服务。黄仁勋在与德朗格一同接受CNBC采访时称:“今年夏天,我认为我们意识到Hugging Face以及整个开源AI领域正处于转折点,需要更多的资源、更大的规模和更高的知名度。”

Hugging Face has been expanding its own storage and infrastructure offerings "During the summer, I think we realized that Hugging Face and open-source AI in general was at the turning point, and that it needed more, more resources, more scale, more visibility," Huang told CNBC, in an interview alongside Delangue.

Hugging Face和英伟达未回应置评请求。Salesforce拒绝置评。

Hugging Face and Nvidia didn't respond to requests for comment. Salesforce declined to comment.

CNBC对英伟达和Hugging Face首席执行官的完整采访。请在Google上将CNBC信息源,不错过这家最受信赖的商业新闻媒体带来的每一个瞬间。

CNBC's full interview with CEOs of Nvidia and Hugging Face Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.