Hugging Face 据报正在探索一笔超过 $13B 的出售交易,约为其上次披露估值的近三倍。Business Insider 报道称该公司正与一家银行合作评估潜在买家,这一价格接近其 2023 年 $235M D 轮融资所定 $4.5B 估值的 3 倍。
文中给出估值对比与平台托管规模,可据此理解开源模型分发层为何成为收购关注对象。
JUST IN: Hugging Face is reportedly exploring a sale above $13B, nearly triple its last disclosed valuation.
Business Insider reports the company is working with a bank to gauge bidders and the price would be nearly 3X the $4.5B valuation set by its $235M Series D in 2023.
HuggingFace now hosts more than 2M models, 1.5M datasets and 1.5M AI apps.
A buyer would be acquiring the distribution layer around those assets, plus the workflow that helps developers find an artifact, judge whether it is safe, and put it into production. As open models multiply, that coordination layer becomes harder to replace.
Both Stripe’s purchase of OpenRouter and this new interest on Hugging Face looks like a bet on persistent model fragmentation, as the future.
来源:@rohanpaul_ai · x.com