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TLDRocket
12 October 2026
The dominant thread today is the quiet shift from “own the hardware” to “own the model business,” with Nvidia weighing a move on Reflection AI. The Financial Times reports the chip giant is in talks either to buy Reflection outright or increase its stake, with a deal possibly landing within weeks. It’s an extension of Nvidia’s familiar positioning—selling the engines—into something closer to controlling the workflow that runs on top, especially if Reflection’s open-weight approach can be bundled with licensing and added engineering talent.
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