Nvidia Expands AI Push, Plans $2.5 Billion Investment in Thinking Machines Lab
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Nvidia plans to invest approximately $2.5 billion in Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, securing long-term demand for its flagship AI chips. This strategic equity participation follows a 2026 partnership to deploy Nvidia's Vera Rubin computing platform. Alongside major investments in Hugging Face, OpenAI, Anthropic, and infrastructure providers, Nvidia is evolving from a pure hardware supplier into an ecosystem-wide controller. This aggressive capital deployment strengthens its dominance across open-source training, AI cloud services, and optical communications, though rising capital allocation and ecosystem concentration warrant ongoing risk monitoring.
TradingKey - Nvidia Deepens AI Dominance, Planning a $2.5 Billion Stake in AI Company Thinking Machines Lab Founded by Former OpenAI CTO.
According to a report by The Information on Thursday (September 3), AI giant Nvidia (NVDA) plans to invest approximately $2.5 billion in Thinking Machines Lab, an AI startup founded by former OpenAI CTO Mira Murati. Through direct equity participation, Nvidia helps further secure large orders and long-term demand for future generations of flagship AI chips. As of press time, Nvidia's stock price rose 0.74% in overnight trading to $230.14, just a step away from its peak of $236.54.
Nvidia stock price chart, Source: TradingView
In early 2026, Nvidia had already reached a multi-phase strategic partnership with the company, with Thinking Machines committing to deploy Nvidia's latest Vera Rubin computing platform at a scale of 100 million watts/1GW level. In addition, Thinking Machines' flagship open-source model Inkling and its AI fine-tuning API Tinker complement Nvidia's own Nemotron ecosystem, strengthening its control over open-source AI model training and fine-tuning scenarios.
Since the beginning of this year, Nvidia has continuously acquired or invested in AI companies, including Hugging Face, OpenAI, Anthropic, and others (as shown in the table below), demonstrating unprecedented investment and acquisition momentum. Its capital layout has fully upgraded from pure hardware chip supply to an all-around deep lock-in of the ecosystem.
Company / Project | Transaction Type and Amount | Domain and Business Focus |
Hugging Face | Acquisition (approx. $12.9 billion) | The world's largest open-source AI model, dataset, and community hosting platform. |
OpenAI | Equity Investment (approx. $30 billion) | Leader in frontier large models and generative AI development. |
Anthropic | Equity Investment (up to $10 billion) | Frontier AI large models focused on safety and high intelligence. |
Poolside | Technology Licensing + Investment ($6 billion licensing + $1 billion investment) | A startup focused on AI code generation and programming automation. |
CoreWeave / Nebius / IREN | Computing Cloud and Infrastructure Investment (totaling over $6 billion) | Dedicated AI cloud service providers and hyperscale data centers. |
Marvell / Lumentum / Coherent / Corning | Optical Communications and Hardware Strategic Investment (over $9 billion) | NVLink Fusion platform technology, optical interconnects, and high-performance data transmission. |
This content was translated using AI and reviewed for clarity. It is for informational purposes only.
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