英伟达据报就收购或追加投资 Reflection AI 展开早期谈判
FT just reported Nvidia is in early talks to acquire, or invest further in, Reflection AI, a $25B open-weight model start-up.
FT 报道称，英伟达正就收购或追加投资开源权重模型初创公司 Reflection AI 展开早期谈判，后者估值 250 亿美元。一种方案是 acqui-hire，即聘用 Reflection 员工并授权其技术，从而避开全资收购会触发的反垄断审查；英伟达去年 12 月对 Groq 的 200 亿美元交易就采用了这一结构，交易可能在数周内达成，但谈判仍可能破裂。英伟达此前已向 Reflection 投资 8 亿美元，是其最大股东之一。上周 Reflection 发布了 Beam，这是一个稀疏 MoE 模型，总参数 501B、激活 23B，面向编码、推理和智能体任务；Reflection 称 Beam 在编码和智能体任务上与更大的 GLM 5.2 相当，推理分数持平，而推理算力用量少 3 到 4 倍。
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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.