Thinking Machines Lab reportedly raising $5-6B at $40B+ valuation, Nvidia half
mark_k · x · 2026-09-07
Per updated reporting from The Information (via The Next Web), Mira Murati's Thinking Machines Lab is in talks to raise $5-6 billion at a pre-money valuation of at least $40 billion — far above the $1B figure still circulating. Nvidia would provide roughly half, with Accel in talks to lead. Nothing is signed yet. Nvidia's incentive is clear: the new lab will need enormous compute. The author hopes another serious open-weight contender will boost competition.
More from Venture
- Indie dev's agent tracks 519 directories, 311 submitted for SEO backlinks — fekdaoui · 2026-10-23
- ChatGPT ads hit 89 countries and 100,000 advertisers, reaching a $1bn annualized run rate — emmanuelvivier · 2026-10-23
- Rivian acquires world model startup Third Dimension to accelerate its self-driving push — emmanuelvivier · 2026-10-23
- AI's Business Model in One Loop: Create Problems, Then Sell AI to Fix Them — srimisra · 2026-10-23
- Agency owner ditches cold calls: automated website-audit emails drive replies — Murky_Explanation_73 · 2026-10-23
- A赚钱 niche on Xianyu: charging to install open-source AI tools for non-techies — sven_ai · 2026-10-23