NVIDIA is in advanced talks to inject $2.5 billion into Thinking Machines Lab, the AI startup founded by former OpenAI CTO Mira Murati, according to The Information. The reported investment underscores NVIDIA's aggressive 2026 expansion playbook, adding Thinking Machines alongside Hugging Face to its growing AI investment map, and sending a clear signal that Murati's lab is a top-tier contender in the frontier-model race.
Executive Briefing • Key Findings
- Core Update: NVIDIA is reportedly in talks to invest $2.5B in Thinking Machines Lab, Mira Murati's AI startup.
- Key Context: This follows Murati's recognition on Forbes' top AI leaders list and positions Thinking Machines as a direct rival to OpenAI, Anthropic, and xAI.
- India Angle: The investment could accelerate AI infrastructure and talent development across Indian tech hubs, aligning with NVIDIA's push into the region.
- Access & Availability: Deal is still in negotiation, no official confirmation or timeline from either company yet.