Nvidia in Talks to Put $2.5B-$3B into Thinking Machines Lab at ~$40B Valuation

steph_palazzolo · x · 2026-09-04

Per The Information's Amir Efrati, Nvidia is in talks to invest $2.5-3B in Mira Murati's Thinking Machines Lab, per a16z. The team also reports the young lab is closing its next round at $40B — below what it wanted, but still a very high multiple of revenue for a lab this young.

Related event: Thinking Machines in Talks for $1B+ Raise at $40B Valuation, NVIDIA Weighs Multi-Billion Investment(9 posts)→

Original post →

More from Venture

• Satirical Post: $1B 'AI Trading Lab' Allegedly Trades on Model-Release Insider Info — StewartalsopIII · 2026-10-20
• a16z's Ben Horowitz says AI buildout isn't the 90s bubble — an investor pushes back — henloitsjoyce · 2026-10-20
• DeepSeek hands inference providers 90%+ margins, pressuring Moonshot and Zhipu hosting deals — teortaxesTex · 2026-10-20
• a16z leads Eka Robotics Series A, betting on Vision-Force-Action models for dexterous manipulation — a16z · 2026-10-20
• Salesforce signs definitive agreement to acquire customer engagement platform Braze — thedealdirector · 2026-10-20
• Anthropic and OpenAI API gross margins claimed to be as high as 95% — zephyr_z9 · 2026-10-20

Venture channel →