Nvidia In Talks to Invest $2.5 Billion in Thinking Machines Lab

Industry Pulse News Desk · 2026-09-05

The prospective investment would value the artificial intelligence startup at $40 billion and deepen corporate ties between the two companies.

Nvidia is in discussions to invest up to $2.5 billion in Thinking Machines Lab, an artificial intelligence startup founded last year by former OpenAI Chief Technology Officer Mira Murati, according to sources familiar with the matter. The proposed transaction would value the company at approximately $40 billion.

The potential funding round highlights Nvidia's ongoing strategy of deploying capital into key software and research entities across the technology sector. Injections of this scale typically reinforce supply relationships for advanced computing infrastructure, securing steady demand for the chipmaker's high-performance hardware.

Thinking Machines Lab was established to build foundation models and specialized computing systems. Under Murati's leadership, the venture has drawn rapid interest from major technology companies and financial sponsors seeking early stakes in next-generation artificial intelligence applications.

Negotiations remain active, and final details regarding equity allocation and valuation could change before an agreement is executed. Neither Nvidia nor Thinking Machines Lab has issued an official comment regarding the prospective deal terms.

If finalized, the transaction would mark one of the largest corporate equity injections into an early-stage artificial intelligence developer this year, further consolidating Nvidia's position as a major financial and hardware anchor in the expanding industry.