https://x.com/StockSavvyShay/status/2109020464836456716
Content of X post:
"$NVDA is reportedly exploring a ~$25B acquisition of Reflection AI with the startup already committed to ~$7.3B of compute through $SPCX and $NBIS.
What makes this interesting is Nvidia could own open model layer on top of CUDA keeping more enterprise and sovereign AI workloads running on its hardware as Chinese models gain ground".
This is very interesting on many levels. The competition element would drive down the potential revenues for some big LLM players and due to it being an open-weight model, and the fact that NVIDIA is considering purchasing it… This will undoubtedly send shock waves through the closed-weight model frontier labs.
If it were to materialise, obviously would help balance check a few wild valuations of those closed-weight models and no doubt bring good down stream for Nokia with it’s sovereign, secure infrastructure drive… CUDA to the fore again!