FULL INTERVIEW: Head of Research at Silicon Data @stevehou on NVIDIA Acquires Hugging Face, Compute as a Financial Analyst, Open Source Vs. Frontier Adoption, Anthropic's $30T TAM, OpenAI Jalapeño Chip, A100 Rental Rates as an Index: 0:23 NVIDIA x Hugging Face Acquisition 5:36 Compute as a Financial Asset 7:12 Enterprise Adoption & Open-Source Evolution 11:54 OpenAI & Anthropic Current Narratives 20:05 Anthropic's $30T TAM 24:02 OpenAI's Jalapeño Chip 27:44 Inference Demand & Rental Rates