Huang printed. Then came the deal.

NVIDIA is buying Hugging Face for about $12.93B (~$11.9B to stockholders, up to ~$1B equity retention). Definitive agreement signed 2 Sep; SEC 8-K dated that day, Colette Kress signed 3 Sep. Huang's NVIDIA blog went up today; he and Clem Delangue were on Squawk Box this morning. Platform stays open (multi-cloud, non-NVIDIA silicon OK). Close guided H1 2027, subject to regulators. Delangue: founders and team joining NVIDIA; aim ~100M builders. He also floated an Anthropic IPO "in a few months" — his claim, unconfirmed.

Anthropic: Lutnick's "back on the right side" this morning isn't unanimous. DoD under secretary Emil Michael said Anthropic is still a "Supply Chain Risk" for the defense industrial base (CNA, 3 Sep).

Tesla / Musk: invite-only Cybercab event tonight at Giga Texas. Public livestream reported around 4:45 PM CT / 10:45 PM London. Purpose-built two-seater, no steering wheel or pedals; Texas DMV records cited ~45 Cybercabs authorized for driverless ops. Teases hit X; the event itself is still ahead of this brief.

Quiet otherwise from Hassabis, Karpathy, Sutskever, and Altman this afternoon.