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"title": "看好开放模型！辉达洽谈加码投资Reflection AI、提供算力",
"shortTitle": "看好开放模型！辉达洽谈加码投资Reflection AI、提",
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"description": "辉达传与 Reflection AI 洽谈，考虑加码投资或提供算力，强化合作；交易仍处初步阶段 彭博称潜在方案包括人才收购、晶片供应或提高持股；Reflection 本月推 Beam Reflection 主打低成本开放权重模型，辉达近月也频出手布局 AI 产业",
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"content": "<p>彭博引述消息人士宝岛，辉达(<a data-symbol-template=\"USS:NVDA:STOCK:COMMON\" href=\"#\">NVDA-US</a>) 正与 Reflection AI 洽谈，考虑增加对这家新创公司的投资，或提供算力，以深化与这家开放权重模型重要开发商的合作关系。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6627479/l/4d940c2f1414d68572bbfa380138ff59.jpg\" alt=\"看好开放模型！辉达洽谈加码投资Reflection AI、提供算力\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>消息人士指出，洽谈仍处于初步阶段，双方尚未达成任何条件。</p>\n\n<p>《金融时报》先前报导，相关洽谈可能促成收购提议。可能的交易方式包括「人才收购」，也就是辉达聘用 Reflection 的员工并取得技术授权；提供更多晶片给这家新创公司；或提高辉达的持股投资。</p>\n\n<p>Reflection 本月稍早推出首款开放权重模型 Beam，进军中国新创公司占有一席之地的市场。开放权重模型会公开模型参数，也就是权重，让其他人能免费使用并修改相关技术。</p>\n\n<p>Reflection 表示，Beam 的设计目标是以低于许多竞争产品的成本，在程式编写和 AI 代理任务上为企业客户与开发者提供良好表现。</p>\n\n<p>该公司指出，Beam 在进阶推理基准测试中的成绩与中国智谱 AI（Z.AI）的旗舰开放模型 GLM-5.2 相当。</p>\n\n<p>Reflection 由两名前 Google DeepMind 研究人员创立。《华尔街日报》先前报导，该公司曾洽谈募资 25 亿美元，估值达 250 亿美元。</p>\n\n<p>Reflection 也与马斯克旗下的 SpaceX(<a data-symbol-template=\"USS:SPCX:STOCK:COMMON\" href=\"#\">SPCX-US</a>) 及云端服务业者 Nebius Group NV 签下数十亿美元合约，以取得开发模型所需的算力。</p>\n\n<p>若辉达与 Reflection 达成合作，将为这家晶片制造商近几个月一连串交易再添一笔。身为全球市值最高的公司，辉达运用雄厚财力扶植更广泛的 AI 产业。</p>\n\n<p>相关交易包括今年 9 月以 130 亿美元收购 AI 模型公司 Hugging Face，以及与晶片新创公司 Groq 签署约 200 亿美元的授权协议。</p>\n\n<p>辉达执行长黄仁勋也是开放权重模型的主要支持者。美国发展这类技术，有望降低新创公司对中国开放权重模型的依赖。相较于 OpenAI 和 Anthropic PBC 等美国公司的模型，中国模型使用成本低得多，智能表现也没有落后太多。</p>\n\n<p>美国政府也在鼓励此类模型的发展。</p>\n\n<p>美国总统川普 2025 年 7 月提出的 AI 行动计划指出：「我们必须确保美国拥有以美国价值观为基础的领先开放模型。开源与开放权重模型，可能在部分商业领域及全球学术研究中成为标准。」</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-2499.html\" title=\"美光能继续暴涨吗？华尔街警告AI热潮背后隐藏风险\">美光能继续暴涨吗？华尔街警告AI热潮背后隐藏风险</a></li>\n <li><a href=\"/new/mg/article-17982.html\" title=\"美中休兵延长、调查照走！中国两项对美调查延至12月27日\">美中休兵延长、调查照走！中国两项对美调查延至12月27日</a></li>\n <li><a href=\"/new/mg/article-11774.html\" title=\"30年美债殖利率飙破5.31%创近20年新高 三大因素恐推动进一步上升\">30年美债殖利率飙破5.31%创近20年新高 三大因素恐推动进一步上升</a></li>\n <li><a href=\"/new/mg/article-18233.html\" title=\"美债殖利率自24年高点回落美股翻红，能源与科技股领涨\">美债殖利率自24年高点回落美股翻红，能源与科技股领涨</a></li>\n <li><a href=\"/new/mg/article-8042.html\" title=\"特斯拉暴跌一年最惨 空头单日帐面大赚43亿美元 散户照买不误\">特斯拉暴跌一年最惨 空头单日帐面大赚43亿美元 散户照买不误</a></li>\n <li><a href=\"/new/mg/article-13330.html\" title=\"A记忆体价格超越一颗顶级SoC！Gartner上修2026年营收至8373亿美元、占半导体市场54%\">A记忆体价格超越一颗顶级SoC！Gartner上修2026年营收至8373亿美元、占半导体市场54%</a></li>\n </ul>\n</div>",
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