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Thinking Machines Lab

What Thinking Machines Lab does

Thinking Machines Lab is an AI research and product company focused on building customizable frontier systems and “open-weights” models, alongside tools that let developers and researchers fine-tune those models in controlled ways. The company’s product strategy centers on (1) releasing frontier-scale open models (e.g., Inkling and Inkling-Small) and (2) providing Tinker, a managed training API for LoRA-based fine-tuning that abstracts away distributed-training infrastructure while preserving control over the training loop and algorithms. In parallel, Thinking Machines is pursuing “interaction models” as a model-level approach to real-time, multimodal human-AI collaboration, aiming to make interactivity a property of the model rather than only something added by external harnesses.

Business-wise, Thinking Machines appears positioned to serve three overlapping user groups: (a) researchers and builders who want transparent, inspectable model weights and training recipes; (b) developers who need to tailor frontier open models to domain-specific data and objectives via LoRA fine-tuning; and (c) enterprises and institutions that want scalable customization and deployment workflows without being forced into fully closed model ecosystems. Its technical differentiation emphasizes multimodality (text, audio, and vision), long-context capability (up to 1M tokens for Inkling-family), and training pragmatics such as reward modeling/training stability for fine-tuned outcomes. The company also explicitly addresses safety and misuse risk as part of its open-weights release strategy and offers grant programs to support safety and interactivity research.

News

Company record

Aug 27, 2026 · Official · Thinking Machines LabPutting Task Expertise into RL Achieves State-of-the-Art Performance on Text-to-SQL

Published a technical post describing reinforcement learning with verifiable rewards for text-to-SQL, including data curation, reward-shaping considerations, and reported performance claims for a fine-tuned model without scaffolded intermediate stages.

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Aug 24, 2026 · Official · Thinking Machines LabAnnouncing Safety Research Grants

Launched a Tinker-credit-supported safety research grants program focused on work such as improving safety for open-weight models and studying safety research directions; the post frames the grant as Tinker-linked credits and provides program directions and application details.

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Jul 30, 2026 · Official · Thinking Machines LabIntroducing Inkling-Small

Released Inkling-Small, describing it as an efficient open-weights model in the Inkling family, including architectural/scale details, long-context support, and positioning vs. Inkling on reasoning and agentic coding benchmarks.

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Jul 15, 2026 · Official · Thinking Machines LabInkling: Our Open-Weights Model

Released Inkling open weights and described multimodal reasoning over text, images, and audio; the post provides model scale parameters and positioning as a customizable foundation model available via Tinker fine-tuning.

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Jun 30, 2026 · Official · Thinking Machines LabLearning to Replicate Expert Judgment in Financial Tasks

Published a research post (in collaboration with Bridgewater AIA Labs) about replicating expert investment-related judgments via model training and evaluation across multiple financial document filtering and relevance tasks.

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May 19, 2026 · Official · Thinking Machines LabAnnouncing Interactivity Research Grants

Announced Tinker-credit-supported interactivity research grants, stating a focus on advancing research for “interaction models” and human-AI collaboration, including a $100,000 grant size with additional Tinker credits and an application deadline.

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May 11, 2026 · Official · Thinking Machines LabInteraction Models: A Scalable Approach to Human-AI Collaboration

Released a research preview describing interaction models: time-aware, micro-turn streaming approaches intended to support real-time multimodal collaboration with interactivity treated as part of the model rather than only a harness layer.

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Mar 10, 2026 · Official · Thinking Machines LabThinking Machines Lab and NVIDIA Announce Long-Term Gigawatt-Scale Strategic Partnership

Announced a multi-year NVIDIA partnership targeting deployment of at least one gigawatt of next-generation NVIDIA Vera Rubin systems to support Thinking Machines training and customizable AI platforms; the post also states NVIDIA made a significant investment in the company and that deployment is targeted for early next year.

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Funding

Latest disclosed valuation$12B
Tracked capital$4B4 sourced rounds
DateRoundRaisedValuationLead / investorsEvidence
Mar 10, 2026Strategic corporate investment / corporate participation (announced alongside strategic partnership)——
Not attributed
+1 investor
Mar 10, 2026Strategic investment (corporate minority; amount undisclosed)——
Not attributed
+1 investor
UndatedSeed (closed; reported as $2B raised)$2B$12B

What it builds

Inkling

Inkling is Thinking Machines’ open-weights multimodal model designed to run as a customizable reasoning assistant (open weights for research, fine-tuning, and downstream integration).

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Inkling-Small

Inkling-Small is an open-weights, more efficient model in the Inkling family, positioned as a smaller variant with similar capability goals and long-context support.

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Tinker

Tinker is a managed training API for researchers and developers that enables controlled LoRA-based fine-tuning of open-weight models while handling distributed training infrastructure.

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Interaction models (research preview)

Interaction models are Thinking Machines’ research preview of model-level, real-time multimodal collaboration systems designed to handle interactivity natively (micro-turn, time-aware streaming) rather than relying only on external scaffolding.

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Key metrics

Milestones & partnerships