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Nvidia Backs Murati's AI Startup

Nvidia Backs Murati's AI Startup
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๐Ÿ“ŠRead original on Bloomberg Technology
#investment#ai-chips#startupthinking-machines-lab

๐Ÿ’กNvidia funds + chips for Murati's new AI labโ€”next big models incoming?

โšก 30-Second TL;DR

What Changed

Nvidia invests in Thinking Machines Lab

Why It Matters

Bolsters Nvidia's AI ecosystem with a high-profile startup. Enhances chip demand and accelerates advanced AI model innovation from Murati's team.

What To Do Next

Follow Thinking Machines Lab announcements for Nvidia-powered AI model access.

Who should care:Founders & Product Leaders

๐Ÿง  Deep Insight

Web-grounded analysis with 6 cited sources.

๐Ÿ”‘ Enhanced Key Takeaways

  • โ€ขThinking Machines Lab raised $2 billion in a record-breaking seed round led by Andreessen Horowitz, valuing the company at $12 billion.[1][3][5]
  • โ€ขThe startup develops multimodal AI systems for collaborative general intelligence, integrating conversation, images, and workflows, with plans for a first product featuring open-source tools.[1][4]
  • โ€ขMurati recruited talent from Google, Meta, Mistral AI, and OpenAI, and launched tools like Tinker for model fine-tuning, though recent reports note staff departures to OpenAI.[3][5]

๐Ÿ”ฎ Future ImplicationsAI analysis grounded in cited sources

Thinking Machines Lab will release its first product by September 2025
Murati announced in July 2025 that the debut product, including open-source components, would arrive in the next couple of months.[1][4][5]
Nvidia's investment strategy will accelerate via chip supply deals
Nvidia's backing includes supplying AI chips, mirroring patterns in investments like Anthropic where hardware commitments drive mutual growth.[2]

โณ Timeline

2025-07
Thinking Machines Lab closes $2B seed round led by a16z with Nvidia and others, valuing at $12B
2025-11
Nvidia invests in Anthropic, establishing pattern of AI lab funding ahead of Thinking Machines Lab deal
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Original source: Bloomberg Technology โ†—