Nvidia reportedly in talks for $2.5B bet on Thinking Machines Lab at ~$40B valuation
kimmonismus · x · 2026-09-07
Per The Information, Mira Murati's Thinking Machines Lab is raising $5-6B at a pre-money valuation of at least $40B, less than two years after founding, with annualized revenue of at least a few hundred million dollars. Nvidia is reportedly discussing a $2.5B investment, and Accel is in talks to lead the round.
- TML released its open-weight Inkling model in July.
- It monetizes by helping companies customize models on their own data.
- Nvidia's move signals backing for open-weight alternatives to OpenAI and Anthropic.
More from Venture
- A赚钱 niche on Xianyu: charging to install open-source AI tools for non-techies — sven_ai · 2026-10-23
- AI wrapper founder's revenue chart ends with 'OpenAI shipped it as a feature' — ThePeterMick · 2026-10-23
- Thousands of developers paid up to $1,000 for his boilerplate he was told wouldn't sell — kylegawley · 2026-10-23
- SK Hynix Pulls Plug on Solidigm US IPO as Chip Stocks Slide, Shares Down ~30% This Quarter — rohanpaul_ai · 2026-10-23
- AI builds your SaaS in days, but ops and marketing eat the savings — sven_ai · 2026-10-23
- Solo Dev Shows a Two-Year Subscriber Who Keeps Re-Subscribing and Cancelling — gefei55 · 2026-10-23