Financial Post EN

Nvidia to Invest in Thinking Machines Lab and Supply AI Chips

Nvidia Corp. is making a new investment in Thinking Machines Lab, an artificial intelligence company founded by former OpenAI executive Mira Murati, and will supply chips to help train and run the startup’s AI models.

Mar 10, 2026 &03201010202631; 13:20 UTC financialpost.com Trending 4/5

Read original on financialpost.com ↗

↗

Positive for markets

Sentiment score: +75/100

Moderate impact Medium-term (weeks)

WHAT THIS MEANS

Nvidia is investing in Thinking Machines Lab, founded by former OpenAI executive Mira Murati, and will supply AI chips for model training and deployment. This strategic move strengthens Nvidia's position in the competitive AI ecosystem and expands its customer base among emerging AI startups.

AI CONFIDENCE

85% Very high

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

↑

NVIDIA

NVDAStock

Expected to rise

Nvidia secures new revenue stream from chip supply and strategic investment in promising AI startup; validates continued demand for GPU chips in AI sector

↑

S&P 500

^GSPCIndex

Expected to rise

Positive sentiment for mega-cap tech stocks; Nvidia is major S&P 500 component

↑

Euro Stoxx 50

^STOXX50EIndex

Expected to rise

Indirect positive spillover to European tech sector sentiment

PRICE HISTORY

Loading chart...

⚡ SUGGESTED ACTION

Long Nvidia on this news as it reinforces its dominant position in AI chip supply and validates the secular growth trend in AI infrastructure. Consider accumulating on any weakness as this represents recurring revenue from high-margin chip sales.

KEY SIGNALS

Strategic investment in AI startup ecosystemContinued strong demand for GPU chipsNvidia expanding influence in emerging AI companiesTalent acquisition signal (Mira Murati credibility)Vertical integration of AI infrastructure

SECTORS INVOLVED

TechnologyArtificial IntelligenceSemiconductorsSoftware

Analysis generated on Mar 11, 2026 at 02:20 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Financial Post. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Nvidia to Invest in Thinking Machines Lab and Supply AI Chips

RELATED INTELLIGENCE