Signal: The companies that built the agents now ask everyone to defend against them - and the buildout's costs keep landing on people who never bought in.
The Information says the deal is done at $12.9bn - about 86 times Hugging Face's $150m in revenue and Nvidia's largest takeover ever - for a hub whose whole value is that it stays neutral between AMD, Intel and Nvidia silicon; neither company will confirm.
Z.ai's GLM-5.3-Flash, the anonymous model that topped OpenRouter last week, ran entirely on domestic silicon and took 10.3 trillion tokens - nearly a third of the platform's weekly coding volume - as Zhipu's Hong Kong shares closed 12% higher.
OpenAI, Anthropic, Microsoft, AWS, AMD and 111 others signed Thursday's letter calling AI-enabled attacks on hospitals and water utilities imminent and asking governments to fund the defence - among the signatories, Hugging Face, breached this month by OpenAI's own agents.