- Nvidia entered early-stage discussions on October 10, 2026 to acquire or increase its investment in Reflection AI, an open-weight AI model startup.
- Deal structures under discussion range from an outright acquisition to an acqui-hire or a larger equity stake, possibly with enhanced chip supply agreements.
- The Trump administration hopes Reflection AI will rival cheap Chinese alternatives such as DeepSeek.
- Nvidia's prior $800 million investment valued Reflection at $25 billion earlier this year.
- GuruFocus shows NVDA trading near $229.28, about 43.6% below its GF Value of $406.18, with insiders selling $2.08 billion of shares over the past 12 months.
Quotes
“Nvidia NVDA entered early-stage discussions to acquire or increase its investment in Reflection AI”
“Donald Trump’s administration hopes the company will rival cheap Chinese alternatives such as DeepSeek”