FT：Nvidia 正洽谈收购或增持 Reflection AI
FT 报道 Nvidia 正在早期洽谈收购或进一步投资 Reflection AI，这家开源权重模型初创公司估值 $25B。一种方案是 acqui-hire，只雇佣员工并授权技术以规避完整收购所需的反垄断审查，Nvidia 上年 12 月的 $20B Groq 交易即采用该结构，交易可能在数周内达成但谈判仍可能破裂。
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FT just reported Nvidia is in early talks to acquire, or invest further in, Reflection AI, a $25B open-weight model start-up.
One option is an acqui-hire, in which Nvidia hires Reflection’s staff and licenses its technology without the antitrust review a full takeover would trigger.
Nvidia used that structure for its $20B Groq deal last December, and a deal could come within weeks, though the talks could still fall apart.
Nvidia is already one of Reflection’s largest shareholders after investing $800M and the Trump administration also wants Reflection to compete with China.
Last week Reflection released Beam, a sparse mixture-of-experts model with 501B total parameters, 23B of them active, built for coding, reasoning and agent work.
Reflection says Beam is competitive with the larger GLM 5.2 on coding and agentic tasks, and matches its reasoning scores while using 3x to 4x less inference compute.
来源：rohanpaul_ai · x.com