Thinking Machines eyes $40B valuation as NVIDIA's $50B M&A spree lifts AI premiums
ivan_bezdomny · x · 2026-09-04
An X thread argues that despite staff and founder churn, Thinking Machines shipped one competitive frontier model, which counts for a lot now. It is reportedly on track to raise at a $40B valuation after earlier fundraising struggles, aided by NVIDIA's $50B acquisition spending and the premium on strong AI teams and differentiated frontier models. The author adds a $30B+ acquihire isn't out of range if they stay on the frontier.
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