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.

Gray smoke — a verdict was reached, with dissent.

The Answer

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.

Who Deliberated

5 of 6 advocates deliberated.

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The Reasoning

Closing positions — one sentence per speaker (free tier)

Notable challenges

The Panel

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