@daniel_koss · Long NVDA

Jensen is building his answer to TPUs and Trainium. The closed labs keep moving more of their compute onto custom chips. Open-weight models run on Nvidia, on any cloud. Now he's in talks to buy Reflection, which already has a $1B+ compute deal with Nebius. The more AI runs on

zerohedge@zerohedge

*NVIDIA IN TALKS TO ACQUIRE REFLECTION AI: FT Jensen going all-in open models.

Read asLong NVDA

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unrankedThe analyst's rank today

High · 0.95Confidence

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Mon, Oct 12 closeCounted from

25% of the basket · day 4fades out by Nov 22

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