Nvidia Weighs Reflection AI Deal as It Expands Beyond Chips

Nvidia is reportedly considering a further investment in or acquisition of Reflection AI, a startup it has reportedly backed with about $800 million. Hiring researchers or licensing the company’s technology are also options. Talks are preliminary, with no agreement or confirmed deal price. Reflection AI was seeking funding at a $25 billion pre-money valuation; that figure is not a confirmed takeover price. The discussions follow Reflection AI’s launch of Beam, an open-weight model with 501 billion total parameters, 23 billion of which are active during inference. The startup says its own benchmarks show Beam competing with Chinese AI systems in coding and agent-based tasks. It trained the model using thousands of Nvidia GB300 GPUs. A deal could extend Nvidia’s AI ecosystem from chips into models, but its commercial impact is uncertain. Nvidia reported fiscal second-quarter 2027 revenue of $96.2 billion, up 106% year on year, including $89 billion in data-centre revenue, up 117%. Its shares closed at $229.28 on October 9, down 0.52%. Investors will watch whether any partnership leads to products customers adopt, expands AI demand or shifts market share—and whether Nvidia’s deeper role in models complicates its relationships with chip and cloud customers. The news has no direct implication for a specific cryptocurrency; any crypto-market effects would likely be indirect, through broader sentiment toward AI and technology stocks.