Thinking Machines is in talks to raise $6bn, The Information reports

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Mira Murati’s Thinking Machines Lab is raising money again. The figure that travelled around the internet last week was the wrong one.

The Information broke the story on 3 September. Its current version puts the raise at $5bn to $6bn, on a pre-money valuation of at least $40bn. Accel, an investor since the seed round, is in talks to lead. Nvidia would supply roughly half the capital, somewhere near $2.5bn to $3bn.

The sourcing is unusual and worth stating plainly. Reporter Amir Efrati said on X that the detail came from Andreessen Horowitz, which had told its own investors what was happening. This is a backer briefing its limited partners. It is not a company announcing a round.

Most of the coverage is carrying the first draft

The Information published, then updated. The early version put the raise at more than $1bn. The new one is five to six times...

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