What ThinkLabs AI does

ThinkLabs AI is a physics-informed AI software company that builds digital twin and agent platforms for electric grid planning, optimization, and operations. Spun out of GE Vernova in May 2024 with approximately $6.8 million CAD in initial spinout funding and headquartered in New York, the company combines machine learning models with established grid physics to simulate, analyze, and optimize power grid behavior at speeds the company reports as orders of magnitude faster than legacy tools — processing a full year of hourly power-flow data across more than 100 circuits in under three minutes and generating engineering reports in under 90 seconds versus traditional 30-35 day study cycles.

The product portfolio centers on a Physics-Informed AI Digital Twin (core platform), supplemented by ThinkLabs Copilot, an AI-powered digital assistant for control room operators, and a layer of AI agents that automate grid management tasks such as energization workflows. The platform is delivered as a cloud-native solution on Microsoft Azure, leveraging NVIDIA high-performance computing for the computational demands of large-scale power-flow simulation. The company targets electric utilities and grid operators as its primary customer segment, addressing pain points including aging transmission infrastructure (average U.S. transmission lines are approximately 40 years old), surging electricity demand from AI data centers and electrification, and an interconnection queue backlog that grew from roughly 450 GW in 2010 to over 2,200 GW in 2024.

Go-to-market is enterprise field sales to utilities and grid operators, supplemented by ecosystem channels through GE Vernova, NVIDIA, Microsoft, Edison International, and Energy Impact Partners. Revenue is generated through subscription-based platform licensing under quote-based annual enterprise contracts; pricing is not publicly disclosed. Southern California Edison is the only publicly named customer, and the company has raised approximately $33 million in total funding across a $5 million seed round (May 2024), a $350,000 Massachusetts Clean Energy Center grant (August 2025), and a $28 million Series A round led by Energy Impact Partners with participation from NVentures (NVIDIA) and Edison International (March 2026).

Name

ThinkLabs AI

Legal name

THINKLABS AI INC.

Website

https://thinklabs.ai

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

11–50 employees

Short description

ThinkLabs AI is a physics-informed AI software company, spun out of GE Vernova in 2024, that builds digital twin and agent platforms for electric grid planning and operations. It serves electric utilities and grid operators via a subscription platform deployed on Microsoft Azure and NVIDIA HPC.

Ownership category

akta.pro rank

Product category

Grid Intelligence Software

NAICS

Software Publishers (5132), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)

akta.pro secondary industry

AI/ML Engineering & Model Development Services (BPAEAHAF)

Keywords

• Grid intelligence platform
• Physics-informed AI
• Electric grid simulation
• Digital twin software
• Power flow analytics

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. AI Grid Intelligence Platform: ThinkLabs AI generates revenue through licensing its physics-informed AI digital twin and agent platform to utilities and grid operators. The platform is delivered via cloud (Microsoft Azure) and enables faster, more accurate grid planning and operations, replacing legacy tools with AI-powered simulations. Revenue is likely derived from platform subscriptions and usage-based components tied to grid scale and analysis volume.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

ThinkLabs AI develops and licenses a physics-informed AI digital twin platform that simulates electric grid behavior, enabling utilities and grid operators to model, analyze, and optimize power grid operations with higher accuracy and dramatically faster turnaround than legacy tools. The platform is supplemented by the ThinkLabs Copilot AI digital assistant for control room operators and AI agents for grid management, delivered via Microsoft Azure with NVIDIA high-performance computing.

Product overview

ThinkLabs AI offers a unified platform for AI-powered grid intelligence, consisting of a core physics-informed AI digital twin that creates digital simulations of power grids, supplemented by the ThinkLabs Copilot add-on module (an AI digital assistant for monitoring and automated solutions) and AI agents for utility support. The platform enables utilities to simulate, optimize, and automate grid planning and operations, compressing traditional months-long studies into minutes.

Differentiator

Problem solved

Functional benefit

Brands

• ThinkLabs Copilot: AI-powered digital assistant for grid operations that monitors grid conditions and provides automatic solutions for utilities managing renewable energy, storage, and other resources on the grid.

Products and services

• Physics-Informed AI Digital Twin Platform AI platform that creates digital simulations of power grids by combining machine learning with physics-based models, enabling utilities to manage reliability, optimize grid operations, and adapt to increased electricity demand from AI data centers and electrification.
• ThinkLabs Copilot AI-powered digital assistant for control room operators that leverages the physics-informed AI digital twin to monitor grid conditions in real-time, provide enhanced situational awareness, and deliver automated solutions to maintain grid reliability.
• AI Agents for Grid Management AI-driven agents built on the physics-informed digital twin platform, deployed to support utilities in scaling grid modernization tools, enhancing grid automation and speed, and addressing growth and capacity challenges.

Quantifiable outcome

• Compresses monthly-long grid studies into under 3 minutes; processes a full year of hourly power-flow data across 100+ circuits in under 3 minutes
• +2 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Southern California EdisoncoreStrategic or Co-development Partner · 8 January 2026ThinkLabs AI collaborated with Southern California Edison (SCE) to deploy physics-informed AI digital twins on Microsoft Azure for modeling and analyzing electric distribution networks. The deployment demonstrated results including engineering reports in under 90 seconds (vs. 30-35 days traditionally) and processing a full year of hourly power-flow data across 100+ circuits in under 3 minutes. Edison International (SCE's parent) subsequently invested in ThinkLabs AI's Series A.
• Microsoft AzurecoreTechnology or Integration · 28 July 2025ThinkLabs AI's physics-informed AI digital twin platform is powered by Microsoft Azure cloud infrastructure. Microsoft hosted an 'AI for Grid Operations' webinar featuring ThinkLabs AI alongside Georgia Power and EPRI. Microsoft executives highlighted the collaboration as demonstrating how AI-driven solutions can modernize energy systems.
• Georgia PowerminorStrategic or Co-development Partner · 28 July 2025Georgia Power, a subsidiary of Southern Company, participated in Microsoft's 'AI for Grid Operations' webinar alongside ThinkLabs AI, where they demonstrated digital twin technology for infrastructure simulation and workforce training.
• EPRI (Electric Power Research Institute)minorStrategic or Co-development Partner · 28 July 2025EPRI, a research organization, co-hosted Microsoft's 'AI for Grid Operations' webinar with ThinkLabs AI and Georgia Power, discussing how AI is transforming the power and utilities sector. EPRI helps identify barriers to AI adoption including legacy infrastructure and workforce skill gaps.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• AutoGrid (Uplight): AutoGrid, now part of Uplight, provides AI-powered distributed energy resource management and grid optimization software for utilities — directly comparable to ThinkLabs' physics-informed AI digital twin and AI agents for grid planning and operations.
• Opus One Solutions: Opus One Solutions (founded by ThinkLabs CEO Josh Wong) builds grid optimization software for distribution utilities using real-time analytics and DER orchestration — directly overlapping with ThinkLabs' digital twin and grid energization workflow use cases.
• Smarter Grid Solutions: Smarter Grid Solutions offers an active network management and DER orchestration platform for utilities and grid operators, comparable to ThinkLabs' physics-informed grid simulation and AI-driven operations tooling.
• Bidgely: Bidgely applies AI/ML to utility customer energy disaggregation and grid analytics — comparable to ThinkLabs in deploying AI models against utility data to optimize planning and operations.
• Grid4C: Grid4C delivers AI and predictive analytics for utilities including load forecasting and grid optimization — overlapping with ThinkLabs' physics-informed AI power flow analytics and grid scenario simulation.
• Uplight: Uplight is an energy ecosystem platform with AI-driven customer energy management and grid optimization offerings — a peer to ThinkLabs' AI platform serving utility digital transformation and grid modernization initiatives.

Broad incumbents

• Siemens Smart Infrastructure: Siemens Smart Infrastructure provides grid software (PSS/E, Spectrum Power) and digital twin tooling to utilities globally, serving the same grid planning and operations buyers as ThinkLabs but as part of a much broader portfolio.
• GE Vernova: GE Vernova is ThinkLabs' former parent and current strategic partner/investor, offering grid orchestration, asset management, and software products (GridOS) across the utility value chain — overlapping with ThinkLabs but at incumbent scale.
• Hitachi Energy: Hitachi Energy provides enterprise grid management software (Lumada APM, e-Mesh) and digital solutions for utilities, comparable to ThinkLabs' physics-informed AI digital twin from an incumbent OEM perspective.
• Schneider Electric: Schneider Electric offers EcoStruxure grid and DER management software with AI/ML capabilities for utilities — a broad incumbent competing for the same digital transformation and grid modernization budgets as ThinkLabs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/thinklabs-ai

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds3 records

Investors10 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ThinkLabs AI