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

Bubble signal: +2 · Overheating evidenceRelevance 85FundingUS
Source: TechCrunch AI · Published 2026-09-03

Summary

Accel is reportedly in talks to lead a $1B funding round for Thinking Machines at a $40B valuation. The high-profile startup has an annual revenue run rate of over $100 million.

Bubble analysis

The company's valuation is 400 times its annual revenue of $100 million, indicating investors are paying extremely high multiples for AI startups, a classic sign of a bubble.

#valuation#funding#thinking-machines#accel
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