NVIDIA in talks to acquire Reflection AI, valued at $25B, per unconfirmed report
ns123abc · x · 2026-10-11
An unconfirmed report claims NVIDIA is in talks to acquire or acqui-hire open-weight lab Reflection AI, last valued at $25 billion, with a deal possibly closing in weeks.
Key context:
- Backed by the Pentagon and DOE; NVIDIA itself invested $800M and is one of its largest shareholders
- Signed a $150M/month compute deal with SpaceX, training on GB300s at Colossus 2
- Dropped "Beam" three months ago, its first open-weight model claimed to rival GLM-5.2
- Jensen Huang has argued for "a domestic open-weight ecosystem"; the White House reportedly sees it as the US answer to Chinese open-weight labs
Treat as a rumor until confirmed.
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