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Accel reportedly in talks to lead $1B round for Thinking Machines at $40B valuation

Thinking Machines, Mira Murati's AI lab, is in talks to raise $1 billion at a $40 billion valuation, with Accel reportedly leading.

Thinking Machines, the AI lab founded by former OpenAI CTO Mira Murati, is negotiating a $1 billion round at a valuation of at least $40 billion, below the $50 billion it reportedly sought last year. The company's annual revenue run rate exceeds $100 million, mostly from usage-based compute fees for its open-weight Inkling model adapted on the Tinker platform. Its prior $2 billion seed round, led by Andreessen Horowitz with Nvidia, GV, Lightspeed, and Conviction Partners, valued it at $12 billion. Several co-founders, including Lilian Weng and Luke Metz, have since returned to OpenAI.

TechCrunch · AI · 12d agoAI industry

Implementation of Machine Learning Workflows with NVIDIA cuML, RAPIDS, GPU Benchmarking, Explainability, Clustering, and Model Inference

Hands-on tutorial implements NVIDIA cuML and RAPIDS to GPU-accelerate scikit-learn-style ML workflows with benchmarking, clustering, and inference.

The tutorial demonstrates NVIDIA cuML as a GPU-accelerated machine learning framework, using cuml.accel to speed up unmodified scikit-learn scripts with zero code changes and the native cuML API for CuPy/cuDF interoperability. It benchmarks CPU versus GPU implementations of PCA, K-Means, nearest-neighbor search, logistic regression, random forests, and DBSCAN on datasets up to 200,000 samples with 64 features. It also builds GPU pipelines with UMAP, t-SNE, and HDBSCAN, validates GPU-generated SHAP explanations, uses the FIL library for forest inference, and covers model serialization and GPU/CPU portability.

MarkTechPost · 3d agoAI tools & infra

Cognition hits $48B valuation, signaling investors believe AI coding is far from a winner-take-all market

Cognition, maker of Devin, raised $2 billion at a $48 billion valuation led by a16z, Accel, and Founders Fund, with revenue at $900M annualized.

Cognition raised $2 billion at a $48 billion valuation, four months after a $26 billion round, led by Andreessen Horowitz, Accel, Founders Fund, General Catalyst, and Avenir. Its annualized run-rate revenue grew from $492 million to $900 million since May, with projected $4-5 billion by end of 2026, while compute costs could push 2026 burn to $800 million. The startup, founded by Scott Wu, counts Mercedes-Benz, NASA, Goldman Sachs, and Citi as customers and is training its own model to cut reliance on OpenAI and Anthropic.

TechCrunch · AI · 7d agoAI industry

Retrospectively Reverse-Engineering Apple's Neural Engine

A developer reverse-engineers Apple's M1 Neural Engine architecture, mapping compute cores, MAC datapaths, and schedulers to explain the NPU's decline as transformers displaced CNN workloads.

A developer who previously maintained a reverse-engineered Linux driver for Apple's Neural Engine (ANE) published a retrospective deep dive mapping the M1 ANE's full internal architecture: compute, datapath, scheduler, memory, and execution model. The M1 ANE has 16 compute cores with 128 FP16 (or 256 INT8) MAC lanes each, totaling 2048 parallel MAC lanes, using 32-bit Q16.16 fixed-point accumulation with FP16 readout and an accumulator that saturates at 2^15. The author argues the ANE's dataflow was architected around the predictable reuse patterns of 2017-era CNN workloads (dating to the A11 Bionic), which autoregressive transformer decode broke, limiting its usefulness for general ML. With Apple's M5 folding ANE cores into GPU cores to tout LLM performance, the post frames this as the beginning of the end for the standalone NPU.

Hacker News · AI · 4d agoAI researchHN 54↑ · 7 comments2