GRAY SMOKE 5 of 6 advocates 2026-05-13

Which three companies is NVIDIA most likely to acquire by the end of 2026? Include a probability estimate for each potential acquisition and the main factors influencing NVIDIA's decision.

A verdict was reached, with dissent.

The Bottom Line

NVIDIA is most likely to pursue Ayar Labs (~15%), Anyscale (Ray) (~10%), and a software tuck-in in the inference optimization or compiler layer (~10%) by the end of 2026.

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GPT-5 DeepSeek R1 Claude Opus 4.7 Gemini 3.1 Pro Grok 4