Market Chatter: Nvidia in Discussions to Invest in Thinking Machines Lab

05:14 AM EDT, 09/04/2026 (MT Newswires) -- Nvidia (NVDA) is expected to invest billions of dollars in AI developer Thinking Machines Lab, The Information reported Thursday, citing the firm's existing investor, Andreessen Horowitz. Thinking Machines is in discussions to raise $5 billion to $6 billion at a valuation of at least $40 billion before the investment, with Nvidia likely to contribute roughly half of the planned fundraising amount, the firm reportedly said. Representatives for Nvidia, Thinking Machines, and Andreessen Horowitz didn't immediately respond to MT Newswires' requests for comment. (Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)