Zephyr: ‘Nvidia will compete head on with the frontier labs now’
Zephyr @zephyr_z9X
Why it matters
Most-viewed reaction (about 265k views) to the FT report that Nvidia may acquire Reflection AI; opinion, not sourced.
Summary
Posted Oct 10, 2026 (18:51 UTC), quoting @negligible_cap’s headline post on the FT report. Hardware commentator @zephyr_z9 writes: ‘It’s pretty clear that Nvidia will compete head on with the frontier labs now. Jensen is pissed because labs are developing their own ASICs and undercutting Nvidia’. Commentary; the claim about Jensen Huang’s motives is the author’s reading.
Metrics read 2026-10-12 via api.fxtwitter.com: 264,647 views, 3,696 likes, 139 reposts.
Archived text
It’s pretty clear that Nvidia will compete head on with the frontier labs now Jensen is pissed because labs are developing their own ASICs and undercutting Nvidia
Quoting @negligible_cap: *NVIDIA IN TALKS TO ACQUIRE REFLECTION AI: FT
What’re the odds reflection can reach the frontier with near bottomless compute? Net negative for OpenAI and Anthropic in the long run I’d imagine
Jensen’s also already invested $800m into Reflection
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Jensen Huang, Founder, president and CEO, NVIDIA