Nvidia May Put $2.5 Billion Into Thinking Machines Lab, Valuing the Startup at $40 Billion
The potential deal would deepen Nvidia’s ties to the fast-growing startup founded last year by former OpenAI CTO Mira Murati, underscoring the chipmaker’s expanding influence across the AI industry.
Nvidia is reportedly considering a $2.5 billion investment in Thinking Machines Lab, the artificial intelligencestartup founded last year by former OpenAI chief technology officer Mira Murati.
According to reports, Nvidia’s proposed stake would account for roughly half of a $5 billion to $6 billion funding round that would value Thinking Machines at about $40 billion. Venture capital firm Accel is said to be leading the raise.
The deal, if completed, would mark one
The deal, if completed, would mark one of Nvidia’s largest startup investments to date and further expand the company’s role in the AI ecosystem beyond its core hardware and computing infrastructure business.
“Nvidia would be helping finance an AI company that has already committed to deploying its infrastructure at enormous scale,” wrote GuruFocus, an online financial research platform. “The arrangement could strengthen future demand for Nvidia systems while giving Thinking Machines access to the computing capacity needed to build and serve advanced AI models.”
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The funding talks build on an existing relationship between the two companies. In March, Thinking Machines and Nvidia announced a multiyear partnership. The startup said it would use at least 1 gigawatt of Nvidia’s next-generation Vera Rubin platform, which Nvidia says is engineered to power agentic AI factories and reasoning workloads.
Murati, named to Time‘s recent list
Murati, named to Time‘s recent list of the 100 most influential people in AI, launched Thinking Machines Lab in San Francisco shortly after her 2024 departure from OpenAI, where she played a key role in the development of ChatGPT and other AI products. The startup has quickly become one of the industry’s most closely watched newcomers.
“We’re building a future where everyone has access to the knowledge and tools to make AI work for their unique needs and goals,” the company says on its website. “While AI capabilities have advanced dramatically, key gaps remain. To bridge the gaps, we’re building Thinking Machines Lab to make AI systems more widely understood, customizable, and generally capable.”
Source: www.inc.com
