Silicon Data Head of Research @stevehou on why Nvidia is willing to pay a reported $12.9B for Hugging Face: "Hugging Face similarly is sort of a depository for open models." "They are unique assets that have scale to the network externality." "I think that is something truly valuable." "I suspect that's also not how they actually thought about it." "If you see this as a very strategic piece of asset that will more than anything help the development of open source models in the US, and if…