Thinking Machines Lab

Headlines · 5

1. 2d
   Nvidia bets nearly $40B to become a frontier model lab, not just an AI chipmaker

   A PingWest article republished by TechNews says Nvidia has assembled close to $40 billion of deals in under a year — counting a $6 billion non-exclusive technology license plus $1 billion investment in Poolside, a Groq license reported at about $20 billion (undisclosed by the parties), a roughly $12.93 billion pending acquisition of Hugging Face, and early talks with Reflection AI — combining licensing, hiring, equity and acquisitions. It adds that with researchers such as Essential AI founder Ashish Vaswani, who joined in June to work on Nemotron, and its own Nemotron line (Nemotron 3 Ultra, released in June, has 550B total and 55B active parameters and was pretrained on 20 trillion tokens), Nvidia is shifting from AI infrastructure supplier toward a frontier lab that builds its own models and agents, repeating the CUDA-era pattern of betting on the next stage while profits are strong. The article cites last quarter's $96.2 billion revenue, up 106% year over year, and about $59.69 billion in net profit as the financial backdrop.

   科技新报 · 🔥 0
2. 3d
   Ex-Anthropic, DeepMind researcher Yao Shunyu reportedly starts RSI firm at $2B valuation

   Market reports dated Oct 13 say Yao Shunyu — a 29-year-old Tsinghua physics graduate and Stanford theoretical-physics PhD who worked on Claude and Gemini — has started a company in the RSI (recursive self-improvement) space to build customized models for enterprises, at a rumored valuation of about $2 billion with mostly overseas backers; the report is unconfirmed and no funding amount has been disclosed. Yao joined Anthropic in October 2024, contributing to agentic coding and tool-use research for Claude 3.7 and reinforcement-learning foundations for the Claude 4 family, and left partly over the company's China-related stance before joining Google DeepMind on Sept 29, 2025. The piece also surveys the crowded RSI field, including Tian Yuandong's Recursive Superintelligence, Jeff Dean's Discovery Loop, Sakana AI and China's Chaoyan Intelligence, noting there is no consensus on technical approach and that automated research may raise compute bills before it lowers them.

   虎嗅 AI · 🔥 0
3. 3d
   Nvidia's nearly $40B AI deal spree signals a frontier-model pivot

   An analysis by PingWest says Nvidia has arranged nearly $40 billion in AI deals over the past year involving Poolside, Hugging Face, Groq, Essential AI and Reflection, through licensing, investment, hiring and acquisitions. It reports a $6 billion Poolside technology license plus a $1 billion investment, an announced roughly $12.93 billion Hugging Face acquisition that is still pending, and a Groq licensing deal that media reports put near $20 billion though the companies did not disclose terms. The article argues Nvidia is moving from an AI infrastructure supplier toward a company that also builds frontier intelligence, while cautioning that these arrangements are not all paid acquisition cash.

   品玩 实时要闻 · 🔥 0
4. Oct 11
   GPT-4o fans seek open weights as first API snapshot faces Oct 23 shutdown

   Chinese tech outlets report that OpenAI will retire GPT-4o's earliest API snapshot — the version labeled 2024-05-13, matching the model's May 2024 debut — on October 23, while later GPT-4o API versions remain available to paying developers. GPT-4o was already removed from ChatGPT on February 13 this year, with OpenAI citing a shift of most users to newer models and only about 0.1% of daily users still selecting it. The Keep4o campaign continues: on October 7, user BlueBeba posted an "archival open weights" proposal on X asking OpenAI to adopt a retirement policy and release only the trained weights, not training data, pipelines or post-training methods, and a Change.org petition started in April 2025 has gathered 23,930 signatures. The report contrasts this with Anthropic's public commitment to preserve the weights of all released models and its pre-retirement "exit interview" with Claude Opus 3.

   IT之家 AI · 🔥 0
5. Oct 5
   Reflection AI debuts Beam, its first open-weight model

   Reflection AI, a 2024 startup founded by two former Google DeepMind researchers and backed by Nvidia, unveiled Beam, a text-only mixture-of-experts model with 501 billion total parameters and 23 billion active, pretrained on 23.8 trillion tokens with a 1 million token context window and aimed at reasoning, coding and agentic work. The company says Beam reaches performance close to Z.ai's GLM-5.2 using roughly one-third to one-quarter of the inference compute, and approaches Qwen3.8-Max, though its own published scores still trail newer Chinese open models such as GLM-5.3, Kimi K3 and DeepSeek V4.1 Flash. Reflection says the weights, a technical report and developer tooling are due this month.

   IT之家 AI · 🔥 0

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