Mira Murati

Thinking Machines Lab reported an annualized revenue run-rate above $100 million, driven mainly by its Tinker fine-tuning platform. The company also announced a partnership with NVIDIA to deploy at least one gigawatt of Vera Rubin systems, and reports said it was considering a funding round at a much higher valuation.

Thinking Machines Lab released Inkling, its first in-house AI model, as an open-weight release that outside developers can download and modify. The launch was presented as the company's first public product after a long period of building infrastructure out of public view.

Thinking Machines Lab signed a multibillion-dollar agreement with Google Cloud to expand its AI infrastructure, using Nvidia's latest GB300-powered systems. It was the lab's first deal with a cloud services provider, and the arrangement is not exclusive.

Thinking Machines Lab raised about $2 billion in a funding round led by Andreessen Horowitz, giving the startup a $12 billion valuation. Murati said the company planned to share its first product in the coming months, including a significant open-source component for researchers and startups.

Mira Murati launched Thinking Machines Lab, an AI startup focused on making AI systems more customizable, understandable, and useful for specific user needs. The company came out of stealth with a team that included several former OpenAI researchers and engineers, and Murati took the role of CEO.