Nvidia Is Eyeing a $2.5 Billion Bet on Mira Murati's AI Startup
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Nvidia Is Eyeing a $2.5 Billion Bet on Mira Murati's AI Startup Faizan Farooque Fri, September 4, 2026 at 10:29 AM EDT 1 min read NVDA This article first appeared on GuruFocus . Nvidia Corp. ( NVDA , Financials ), the dominant supplier of artificial intelligence chips, could put roughly $2.5 billion into Mira Murati's Thinking Machines Lab as it expands its reach beyond selling hardware. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Thinking Machines is in talks to raise between $5 billion and $6 billion at a valuation of at least $40 billion before the new investment, according to The Information. Nvidia is expected to provide roughly half of that capital. The potential deal would deepen an already close relationship. In March, Nvidia and Thinking Machines announced a multiyear partnership to deploy at least 1 gigawatt of next-generation Vera Rubin systems. The first deployment is targeted for early next year. That makes the investment strategically different from a typical venture bet. Nvidia would be helping finance an AI company that has already committed to deploying its infrastructure at enormous scale. The arrangement could strengthen future demand for Nvidia systems while giving Thinking Machines access to the computing capacity needed to build and serve advanced AI models. The talks also come just after Nvidia agreed to acquire open-source AI platform Hugging Face for $12.93 billion, another move that extends the company deeper into the software and developer side of the AI market. The next catalyst is whether Nvidia and Thinking Machines finalize the funding round and disclose how the investment fits into their existing gigawatt-scale partnership.
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