2026-09-21-Mon · Alibaba · HuggingFace

From Issue 50 (2026-09-21) · 13 stories in this issue

❯ SemiAnalysis begins migrating off Hugging Face after the Nvidia acquisition, toward ModelScope

voting with feetSemiconductor research firm SemiAnalysis said publicly that ever since Nvidia acquired Hugging Face, the team has been looking into moving some of its work off the platform toward alternatives like ModelScope — and said so explicitly despite Nvidia’s pledge that the platform stays open.

the first caseThis is the first public, named instance of voting with one’s feet since that $12.93 billion acquisition was announced. Nvidia’s commitment was unambiguous: Hugging Face would remain open to the entire AI ecosystem, with developers free to choose models, frameworks, clouds and compute, and no requirement to use Nvidia systems. Until now the platform has been the de facto single clearinghouse for open models. A research firm built on analytical neutrality migrating anyway says the pledge cannot outrun the expectations created by a change of ownership.

the destinationThe destination is the part to note: ModelScope is Alibaba’s model community. An American research firm moving work onto a Chinese platform is itself a signal. What to watch is whether a second and third organization announce migrations — if they do, Nvidia’s openness pledge will have to prove itself through actual deployment share rather than through a press release.

▪ SIGNALThe ink on the acquisition is barely dry and the first user is already moving out — an openness pledge is redeemed in retention.