NVIDIA In Talks to Acquire or Acqui-hire Reflection AI, Last Valued at $25 Billion
ns123abc · x · 2026-10-11
Unconfirmed reports say NVIDIA is in talks to acquire or acqui-hire Reflection AI, an open-weight model startup last valued at $25 billion. Reflection is backed by the Pentagon and the DOE, with NVIDIA already one of its largest shareholders ($800M invested).
The thread traces the arc: Jensen Huang pushing for a domestic open-weight ecosystem, a $150M/month compute deal with SpaceX, training on GB300s at Colossus 2, and the release of its first open-weight model "Beam" three months later. The deal would cement NVIDIA's role in US sovereign open-source AI.
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