英伟达据报就收购或追加投资 Reflection AI 展开早期谈判
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。
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
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