Nvidia Eyes Reflection AI; Toshiba Doubles HDD Supply for AI Demand
Nvidia is in talks to fund or acquire AI startup Reflection AI, while Toshiba plans to double HDD production to close a memory gap driven by AI infrastructure demand.
What we know
An account on X reported that Nvidia is discussing additional investment in or a possible takeover of Reflection AI, per the Financial Times. Separately, Toshiba announced plans to double hard-disk drive supply, expanding its Philippine plant and increasing storage density per unit to address a shortage driven by AI data center demand.
How the story developed
Nvidia is in talks to fund or acquire AI startup Reflection AI, while Toshiba plans to double HDD production to close a memory gap driven by AI infrastructure demand.
The Financial Times reports Nvidia is in talks to acquire Reflection AI, signaling Jensen Huang's move to compete directly with frontier model labs. Analysts link it to labs building proprietary ASICs to cut out Nvidia's chips.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.