GRAY SMOKE 6 of 6 advocates 2026-05-13

Which three companies is NVIDIA most likely to acquire next? Include a probability estimate for each potential acquisition and discuss the strategic reasons behind these choices.

A verdict was reached, with dissent.

The Bottom Line

NVIDIA is most likely to acquire AI21 Labs, Ayar Labs, and WEKA next, with probability estimates of 65%, 30%, and 25% respectively.

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