ThinkLabs AI
AI-powered grid intelligence company building physics-informed AI software for electric utilities.
Website: https://thinklabs.ai/
Cover Block
| Attribute | Value |
|---|---|
| Company Name | ThinkLabs AI |
| Tagline | AI-powered grid intelligence company building physics-informed AI software for electric utilities. |
| Headquarters | New York, N.Y., USA |
| Founded | 2024 |
| Stage | Series A |
| Business Model | SaaS |
| Industry | Cleantech / Climatetech |
| Technology | AI / Machine Learning |
| Geography | North America |
| Growth Profile | Venture Scale |
| Founding Team | Corporate Spinout (GE Vernova) |
| Funding Label | Series A |
| Total Disclosed | $28,000,000 |
Links
- Website: https://thinklabs.ai/
- LinkedIn: https://www.linkedin.com/company/thinklabs-ai-inc
The Short Version
ThinkLabs AI is a Series A-stage startup building physics-informed artificial intelligence software to automate planning and operations for electric utilities. The company spun out of industrial giant GE Vernova in May 2024 [GE Vernova, May 2024]. Its core product, an AI-powered digital assistant called "Copilot," is designed to help utilities manage the complexity of high-renewables and distributed energy resource systems by analyzing the grid, anticipating congestion, and recommending corrective actions [Utility Dive, May 2024].
Founder and CEO Josh Wong brings over two decades of experience in clean technology, including a prior role as a General Manager at GE Vernova [Crunchbase] [thinklabs.ai]. The business model is SaaS, targeting electric utilities and grid operators, and it is backed by a $28 million Series A round led by Energy Impact Partners with participation from strategic investors NVentures, Edison International, and GE Vernova [GlobeNewswire, Mar 2026].
Data Accuracy: GREEN -- Core facts confirmed by company press releases, investor announcements, and trade publications.
The Company in Brief
ThinkLabs AI began as a corporate venture inside GE Vernova before its formal launch as an independent company in 2024 [GE Vernova, May 2024]. The spinout was announced with a focus on developing AI-powered digital assistants for utilities [GE Vernova, May 2024]. This origin provides a foundational wedge, granting the startup immediate access to deep industry relationships, grid data models, and a credibility baseline.
The company is headquartered in New York, N.Y., and incorporated as ThinkLabs AI, Inc. [Crunchbase]. After the May 2024 launch announcement, the company began piloting its technology with Southern California Edison [LA Times, Jan 2026]. This was followed by a significant expansion of its leadership team with five key appointments [thinklabs.ai]. The most recent milestone is the March 2026 close of a $28 million Series A financing round, led by Energy Impact Partners [GlobeNewswire, Mar 2026].
Data Accuracy: GREEN -- Confirmed by Crunchbase, GE Vernova press release, and GlobeNewswire.
What They Have Built
ThinkLabs AI sells a software platform built around a physics-informed AI digital twin, a technical architecture that aims to reconcile the speed of machine learning with the deterministic accuracy required for power grid engineering.
The core offering, branded as "Copilot," is an AI-powered digital assistant for utilities [Utility Dive, May 2024]. Its function is to analyze grid data, anticipate problems like congestion, and recommend specific actions [Utility Dive, May 2024]. The underlying technology is a multi-layered system. An AI Digital Twin establishes a trusted grid simulator by digitizing grid data into physics-based network models and automating power flow calculations [thinklabs.ai]. This model pre-trains physics-informed machine learning models, which are subsequently fine-tuned for specific tasks [thinklabs.ai]. These AI Tasks perform advanced analyses including year-long (8760-hour) transmission and distribution power flow simulations, real-time state estimation, and contingency management [thinklabs.ai]. Finally, AI Agents automate complex workflows for planners and operators, such as interconnection processing and capacity planning [thinklabs.ai].
A pilot with Southern California Edison reported reducing the time for circuit analyses from weeks to under three minutes for a full year of hourly data, and generating engineering reports in roughly 90 seconds [citybiz].
Data Accuracy: GREEN -- Product details are confirmed by the company website and multiple trade publications.
Market Size and Demand
The market for grid intelligence software is a structural requirement for utilities facing a generational shift in how electricity is produced and consumed. Demand is driven by the compounding pressure of distributed energy resources (DERs), renewable generation, and electrification [Utility Dive, May 2024].
| Metric | Value |
|---|---|
| Power System Analysis Software (2023) | $1.5B |
| Projected CAGR (2024-2030) | 9% |
Data Accuracy: YELLOW -- Market sizing is based on an analogous, publicly reported segment.
Who Else Is Fighting for This
ThinkLabs AI enters a market defined by legacy engineering tools and a new wave of software-first challengers.
| Company | Positioning | Stage / Funding | Notable Differentiator |
|---|---|---|---|
| ThinkLabs AI | AI-powered grid intelligence for utility planning and operations. | Series A, $28M (2026). | Corporate spinout from GE Vernova; focus on physics-informed AI and digital twin agents. |
| Pearl Street Technologies | Grid simulation and optimization software for utilities and developers. | Seed, $5.5M (2023). | High-fidelity, cloud-native simulation platform for power systems. |
Data Accuracy: YELLOW -- Competitor details are partially corroborated; positioning for ThinkLabs AI is confirmed by multiple sources.
Opportunity
The prize for ThinkLabs AI is the software layer that orchestrates the decarbonization of the electricity grid. The headline opportunity is to become the default AI operating system for major electric utilities. The confirmed pilot with Southern California Edison demonstrates that the technology addresses a tangible, high-value pain point [citybiz].
Data Accuracy: YELLOW -- Growth scenarios are extrapolated from cited partnerships and investor relationships.
Sources
- [GE Vernova, May 2024] GE Vernova launches startup ThinkLabs AI, Inc. | https://www.gevernova.com/news/press-releases/ge-vernova-launches-startup-thinklabs-ai-inc
- [Utility Dive, May 2024] GE Vernova spinoff ThinkLabs AI developing artificial intelligence tool to help utilities manage the grid | https://www.utilitydive.com/news/ge-vernova-spinoff-thinklabs-ai-developing-artificial-intelligence-tool-to/717913/
- [Crunchbase] ThinkLabs AI - Crunchbase Company Profile & Funding | https://www.crunchbase.com/organization/thinklabs-71d7
- [thinklabs.ai] ThinkLabs AI expands leadership team with five key leadership appointments | https://www.thinklabs.ai/thinklabs-ai-expands-leadership-team-with-five-key-leadership-appointments/
- [GlobeNewswire, Mar 2026] ThinkLabs AI Closes $28 M Series A Led by Energy Impact Partners, Backed by NVentures and Edison International | https://www.globenewswire.com/news-release/2026/03/31/3265239/0/en/ThinkLabs-AI-Closes-28-M-Series-A-Led-by-Energy-Impact-Partners-Backed-by-NVentures-and-Edison-International.html
- [LA Times, Jan 2026] Southern California Edison is testing AI to manage the grid. Could it prevent blackouts? | https://www.latimes.com/business/story/2026-01-10/southern-california-edison-ai-grid-management
- [citybiz] ThinkLabs AI: A GE Vernova Spinoff | https://citybiz.co/thinklabs-ai-a-ge-vernova-spinoff/
Articles about ThinkLabs AI
- ThinkLabs AI Closes a $28 Million Bet on the Grid's Digital Brain — The GE Vernova spinout is selling utilities a physics-informed AI 'Copilot' to manage the chaos of renewables and DERs.