美国司法部审查 Nvidia 收购 Hugging Face 交易及销售行为
US antitrust regulators are scrutinizing Nvidia's Hugging Face deal and sales practices
美国司法部正在审查 Nvidia 以 129.3 亿美元收购开源平台 Hugging Face 的计划，官员询问该交易是否会让 Nvidia 控制 AI 分发的关键枢纽并损害竞争对手，Nvidia 预计交易在 2027 年上半年完成。同一调查还涉及 Nvidia 的收购、投资、销售行为以及是否以更多 AI 芯片换取客户同时购买其网络设备和 Groq 处理器，此前已查看 SchedMD、Run:ai 的收购和与 Groq 的授权协议。法国竞争管理机构也在调查 Nvidia，关注行业对 CUDA 的依赖及其在 CoreWeave 等云厂商的持股。
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原文梳理了美国司法部对 Hugging Face 收购案的审查重点，以及法国监管机构对 CUDA 依赖和云厂商持股的担忧。
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The US Justice Department is looking into Nvidia's planned acquisition of open-source platform Hugging Face. According to two sources cited by Reuters , department officials are asking whether the purchase could give Nvidia control over a key hub for distributing AI and hurt its competitors. The deal is worth $12.93 billion, and Nvidia expects it to close in the first half of 2027. The company says Hugging Face will keep supporting partnerships with a range of chip, cloud, and AI providers.
At the same time, US antitrust regulators are investigating Nvidia's acquisitions, investments, sales practices, and possible pressure on customers. The probe started under Joe Biden and has continued under Donald Trump. According to the sources, officials have also looked at Nvidia's acquisitions of SchedMD and Run:ai , along with its licensing deal with Groq . They're also checking whether Nvidia offered customers more AI chips if they bought Nvidia networking gear and Groq processors too.
Nvidia faces scrutiny in Europe as well. France's competition authority is investigating the company over alleged anticompetitive business practices. The regulator is concerned about the industry's dependence on Nvidia's CUDA programming software and about Nvidia's stakes in cloud providers like CoreWeave . It pointed to possible risks such as supply restrictions, unfair contract terms, and discrimination against certain customers.