Thinking Machines Lab: AI deals, investors and valuation
As of Nov 9, 2026, Thinking Machines Lab has 4 AI deals of $1B+ in this database: it pays $0M and receives $2B (net +$2B). It ranks #42 of 198 companies by number of deals.
Value over time
Valuation history
- January 2025$12B
- April 2025$12B
- July 2025$12B
- October 2025$12B
- January 2026$12B
- April 2026$12B
- July 2026$12B
- October 2026$12B
- November 2026$12B
Receives from
Andreessen HorowitzPays to
—
Loops it is part of
No closed loop found for this company.
All Thinking Machines Lab deals
Mira Murati's lab expands its use of Google Cloud with GB300 GPUs; non-exclusive contract. Approximate date: April 2026.
Nvidia makes a significant, unquantified investment in Mira Murati's lab as part of a multiyear partnership.
Thinking Machines commits to at least one gigawatt of Nvidia Vera Rubin systems starting in 2027. Value undisclosed.
$2 billion seed at $12 billion led by Andreessen Horowitz; Nvidia, Accel, ServiceNow, Cisco, AMD and Jane Street participate.
Questions and answers
Who are Thinking Machines Lab's biggest investors and payers?
Andreessen Horowitz ($2B).
How much has Thinking Machines Lab invested or spent on AI deals?
$0M across 2 deals, the largest with Google.
How much is Thinking Machines Lab worth?
Valuation: $12B (Nov 9, 2026).
Is Thinking Machines Lab part of a circular deal?
No closed loop found for this company.
Nvidia
Google