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미국 법무부가 엔비디아의 약 130억 달러 규모 허깅페이스 인수와 관련해, AI 분야 경쟁을 저해할 우려가 있다는 이유로 조사에 착수한 것으로 전해졌다.

약 130억 달러 규모의 이번 거래에 대한 반독점 심사는 엔비디아의 AI 소프트웨어 및 모델 플랫폼 확장에 중대한 시험대가 될 것이며, AI 스택이 어떻게 통합될지에도 영향을 미칠 수 있다.
업계 전문지Slicast · 2026년 10월 29일 12:49 UTC · 글로벌 · 출처: Tom's Hardware
중요도 62

The United States Department of Justice is reportedly asking questions about whether Nvidia's purchase of Hugging Face will affect competition in the rapidly growing AI sector. Nvidia agreed to buy Hugging Face in September for almost $13 billion. Hugging Face operates an open-source platform for hosting and testing new AI models, and that appears to be the source of the DOJ's concerns. Reuters reports that the department has inquired about how the Hugging Face deal could change the landscape for Nvidia's competitors. The move could be seen as a way for Nvidia to lock in a key distribution channel for its own products. Hugging Face also sells AI infrastructure. Nvidia has declined to comment.

This is not the first time Nvidia has found itself in the DOJ's crosshairs. As Nvidia becomes more vital to the technology industry as a whole and to AI in particular, the company has faced increasing scrutiny from the U.S. government, dating back to the Biden administration. The situation did not ease under the Trump administration, with the president reportedly tempted to break the company up, despite being unfamiliar with what it does. More recently, Nvidia and other AI hardware makers have come under export controls. Nvidia's powerful AI-focused hardware can only be sold to approved entities and cannot be shipped to countries including China, Iran, North Korea, and Russia.

At home, the DOJ has also looked into Nvidia's purchase of SchedMD, a company whose software is used to run supercomputers with ties to national security. Nvidia promised to continue supporting the software as part of a broader three-year investigation into its conduct. Officials have also considered whether Nvidia offered larger allocations of its AI chips to customers who also purchased its networking hardware and Groq chips. Nvidia bought Groq for $20 billion in December 2025. That deal included the acquihire of key members of the AI chip startup's team, including its CEO.

As for Hugging Face, Nvidia has similarly confirmed that it will continue to support a range of chip and AI providers once the acquisition completes. Hugging Face is expected to officially become part of Nvidia in the first half of 2027.

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미국 법무부가 엔비디아의 약 130억 달러 규모 허깅페이스 인수와 관련해, AI… · Slicast