Reflection, backed by Nvidia, is building an open-weight model aimed at both Chinese upstarts and the US frontier labs. > Businesses can download and customize it with private data starting this month, built as a domestic alternative to DeepSeek and Qwen > It can reportedly rival the most expensive closed systems in certain cases, though it's expected to trail the best overall > The company has committed over $7B to compute through 2029, including a $1B Nebius deal and $150M monthly payments to SpaceX's Colossus cluster since July Officials in Washington have already been briefed, timed with a wave of other open-weight releases from US labs this month Nvidia backing a lab building open models it could end up competing with its own customers over is the part worth watching.