Shay Boloor(@StockSavvyShay):Reflection just launched Beam which is a 501B open weight model for coding, reasoning and agents that it says can match GLM-5.2 while using ~4x less inference compute. The more interesting part is RL used 10,500 $NVDA GB300s versus 6,144 for pretraining and generated 100M+ rollouts showing agent training is becoming a huge inference workload. That helps explain why Reflection locked in $7B+ of compute across $SPCX and $NBIS through 2029 while positioning Beam as a U.S. open model for enterprises and sovereign AI.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.10.05 21:22

Reflection just launched Beam which is a 501B open weight model for coding, reasoning and agents that it says can match GLM-5.2 while using ~4x less inference compute. The more interesting part is RL used 10,500 $NVDA GB300s versus 6,144 for pretraining and generated 100M+ rollouts showing agent training is becoming a huge inference workload. That helps explain why Reflection locked in $7B+ of compute across $SPCX and $NBIS through 2029 while positioning Beam as a U.S. open model for enterprises and sovereign AI.