Nvidia Reportedly Eyes Stake in Thinking Machines Lab

AI analyst and newsletter creator Kim Isenberg posted that Nvidia is reportedly discussing a 2.5 billion dollar investment in Mira Murati’s Thinking Machines Lab. The post adds that the lab is seeking 5 to 6 billion dollars at a pre-money valuation of at least 40 billion while positioning itself as an open-weight alternative to OpenAI and Anthropic. All figures and context are attributed to a screenshot of a The Information article attached to the post. The visible evidence contains no independent confirmation or further details from other sources.