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Nvidia in Talks to Invest $2.5 Billion in AI Startup Thinking Machines Lab
Electronic Technology · Semiconductors · yonhap_finance · 2026-09-04
Nvidia is reportedly negotiating a $2.5 billion investment in Thinking Machines Lab, an AI startup founded by former OpenAI CTO Mira Murati.
What Happened
Investment Talks: Nvidia is reportedly in discussions to invest approximately $2.5 billion into Thinking Machines Lab, an AI startup led by former OpenAI CTO Mira Murati. The investment is expected to be part of a larger funding round led by venture capital firm Accel Partners.
Valuation Targets: The startup is seeking a pre-money valuation of around $40 billion, an exceptionally high figure for a company less than two years old. Investors are closely watching this valuation, which remains high relative to the company's current annual revenue.
Strategic Expansion: This move aligns with Nvidia's broader strategy of investing heavily in the open-source AI ecosystem. The company has previously secured partnerships with firms like Poolside and reached an agreement to acquire the AI platform Hugging Face.
Governance Concerns: Despite the growth, some investors have expressed caution regarding the significant voting power held by founder Mira Murati. Additionally, the recent departure of several co-founders has introduced new dynamics to the startup's leadership structure.