据报道，Nvidia在早期会谈中购买，收购或投资更多的反省AI.
Nvidia公司在早期的会谈中，根据"金融时报"的消息，正在收购开放量级模型开发商Reflection AI Inc. 或对启动进行更多投资。
熟悉此事的人告诉文件，几周内可以达成协议。 会谈仍可能破裂。
FT描述了一个交易可以成形的不止一种方式。 Nvidia可以直接购买Reflection或增加其股份，可能同时增加芯片供应和计算功率。 熟食是第三选择。 根据这项安排，Nvidia将雇用Reflinion的工作人员，并许可其技术，而不控制该公司，FT 称的结构可能避免进行冗长的监管审查。
Nvidia在过去的一年里既进行了一次收购，也进行了彻底收购。 推论芯片启动公司Groq公司在12月向Nvidia发放了技术许可，交易报告为200亿美元。 创始人兼首席执行官乔纳森·罗斯与其他高级高管一起搬到了芯片制造厂，Groq一直独自经营云业务。 Hugging Face公司是直销公司。 Nvidia同意9月3日支付129亿美元用于模型托管平台。
反射已经算Nvidia为主要投资者。 芯片制造公司在2025年10月领先启动方的20亿美元回合，FT 称 Nvidia共为公司投入了8亿美元。 首席执行官米莎·拉斯金(Misha Laskin)在4月告诉CNBC说，Reflection最新一轮以250亿美元预值收盘。 拉斯金和Ioannis Antonoglou(上面的图片)在2024年公司成立前都是Google DeepMind的研究人员。
FT报告是在Reflection 发布的首个开放量级模型Beam的五天后发表的。 Beam是一种混合专家模型，有5,010亿参数。 编码agents是Reflection的第一焦点，公司在编码和代理工作上，正在将Beam针对DeepSeek和Kimi等成本较低的中国开放模式投射。
Beam的培训是在Nvidia GB300系统上进行的，该系统根据6月的一项协议向空间探索技术公司出租价值高达63亿美元。 每月支付1.5亿美元，用于支付孟菲斯Space X’s Colossus 2数据中心2029年的容量。 Nebius Group N.V.于7月同意再出售10亿美元的AI容量。
反射是一个风险资本支持的启动项目，其投资者中还包括Sequoia资本业务、轻速风险伙伴LP和DST全球LP。 Nvidia和Reflection都没有公开评论会谈。
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Nvidia reportedly in early talks to buy, acquihire or invest more in Reflection AI
Nvidia Corp. is in early talks to acquire open-weight model developer Reflection AI Inc. or invest more in the startup, according to the Financial Times.
People familiar with the matter told the paper that an agreement could come within weeks. The talks could still collapse.
The FT described more than one way a deal could take shape. Nvidia could buy Reflection outright or increase its stake, possibly alongside a bigger supply of chips and computing power. An acquihire is a third option. Under that arrangement Nvidia would hire Reflection’s staff and license its technology without taking control of the company, and the FT said the structure would likely avoid a lengthy regulatory review.
Nvidia has done both an acquihire and an outright purchase in the past year. Inference chip startup Groq Inc. licensed its technology to Nvidia in December in a deal reported at $20 billion. Founder and Chief Executive Jonathan Ross moved to the chipmaker with other senior executives, and Groq has kept running its cloud business on its own. Hugging Face Inc. was a straight purchase. Nvidia agreed Sept. 3 to pay $12.9 billion for the model hosting platform.
Reflection already counts Nvidia as a major investor. The chipmaker led the startup’s $2 billion round in October 2025, and the FT said Nvidia has put $800 million into the company in total. Chief Executive Misha Laskin told CNBC in April that Reflection’s latest round had closed at a $25 billion pre-money valuation. Laskin and Ioannis Antonoglou (pictured above) were both researchers at Google DeepMind before they founded the company in 2024.
The FT report comes five days after Reflection unveiled its first open-weight model, Beam. Beam is a mixture-of-experts model with 501 billion parameters. Coding agents were Reflection’s first focus, and the company is pitching Beam against lower-cost Chinese open models such as DeepSeek and Kimi on coding and agentic work.
Beam’s training ran on Nvidia GB300 systems that Reflection rents from Space Exploration Technologies Corp. under a June agreement worth up to $6.3 billion. Payments of $150 million a month cover capacity at SpaceX’s Colossus 2 data center in Memphis through 2029. Nebius Group N.V. agreed in July to sell Reflection another $1 billion in AI capacity.
Reflection is a venture capital-backed startup that also counts Sequoia Capital Operations, Lightspeed Venture Partners LP and DST Global LP among its investors. Neither Nvidia nor Reflection has commented publicly on the talks.
Photo: Lightspeed
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