据TechCrunch报道，人工智能实验室Thinking Machines，由前OpenAI首席技术官Mira Murati于去年创立，正在洽谈10亿美元的融资，估值至少达到400亿美元。现有投资者Accel有意领投此轮融资。
要点：
1. Thinking Machines计划融资10亿美元，估值至少400亿美元。
2. Accel可能将领导此轮融资。
3. 该公司去年收入超过1亿美元，但估值高达40亿美元，显示出极高的收入倍数。
4. Thinking Machines在去年7月推出了Inkling，一个基于使用费的模式，通过其Tinker平台上的专有数据来生成收入。
5. 该公司之前曾完成过一轮20亿美元的融资，估值达到120亿美元，由Andreessen Horowitz领投。
Thinking Machines, the AI lab founded early last year by former OpenAI CTO Mira Murati, is in discussions to raise $1 billion at a valuation of at least $40 billion, The Information reported Thursday. Existing backer Accel is in talks to lead the fundraise, according to our source and The Information’s reporting.
The new round, if it is completed, would value the company below the $50 billion valuation that Thinking Machines reportedly sought to secure late last year.
Thinking Machines’ annual revenue run rate stands at over $100 million, according to a source with knowledge of the company’s financials. At that revenue figure, a $40 billion valuation reflects an extraordinarily high revenue multiple.
Accel and Thinking Machines didn’t immediately respond to a request for comment.
In July, the company introduced Inkling, an open-weight model that generates revenue by charging usage-based compute fees for adapting models on proprietary data on its Tinker platform.
The startup’s prior fundraise—a $2 billion round that stands among the largest seed financings in history—valued the company at $12 billion. Andreessen Horowitz led the investment, joined by Nvidia, GV, Lightspeed, and Conviction Partners. Investors backed the round largely on the pedigree of Murati and the former OpenAI researchers who joined her.
Thinking Machines has since had several high-profile departures, with some of the co-founders, including Lilian Weng and Luke Metz, going back to OpenAI.
原始发布方：TechCrunch：AI（RSS）
原文时间：2026-09-04 03:36:29 +08:00
