Nvidia invests in Thinking Machines Lab and commits 1 gigawatt of AI compute in massive deal
16 Sources
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Thinking Machines Lab inks massive compute deal with Nvidia | TechCrunch
OpenAI co-founder Mira Murati's two-year-old AI research lab has signed a sizable deal with semiconductor giant Nvidia. Murati's Thinking Machines Lab announced it entered into a multi-year strategic partnership with AI semiconductor giant Nvidia on Tuesday. The size of the deal was not disclosed
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Nvidia to Invest in Thinking Machines Lab and Supply AI Chips
The companies described the investment as "significant", with Nvidia's chief executive officer saying they are thrilled to partner with Thinking Machines to realize their vision for the future of AI. Nvidia Corp. is making a new investment in Thinking Machines Lab, an artificial intelligence
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AI startup Thinking Machines clinches capital and a major chip supply deal from Nvidia
March 10 (Reuters) - AI startup Thinking Machines Lab said on Tuesday it has struck a multi-year partnership with Nvidia (NVDA.O), opens new tab that will see it receive a significant investment and procure at least one gigawatt of the chipmaker's next-generation processors. Financial terms of the
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Nvidia makes 'significant investment' in Mira Murati's Thinking Machines Lab
Thinking Machines Lab is an artificial intelligence startup that Murati founded last year, and it aims to make AI systems that are "more widely understood, customizable and generally capable," according to its website. The company has kept its work largely under wraps and has shared few details
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Thinking Machines Lab secures NVIDIA investment
The deal pairs one of the world's most powerful chip companies with the AI startup founded by OpenAI's former CTO, and the compute commitment alone runs to tens of billions of dollars. When Mira Murati left OpenAI in September 2024, she declined to say much about what came next. What has become
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NVIDIA and Thinking Machines Lab Announce Long-Term Gigawatt-Scale Strategic Partnership
NVIDIA and Thinking Machines Lab announced today a multiyear strategic partnership to deploy at least one gigawatt of next-generation NVIDIA Vera Rubin systems to support Thinking Machines' frontier model training and platforms delivering customizable AI at scale. Deployment on the NVIDIA Vera
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Nvidia backs Thinking Machines with compute and capital
Why it matters: A gigawatt of compute -- a threshold only the largest AI labs have approached -- signals the former OpenAI exec intends to compete at frontier scale, not just build tools on top of others' models. Driving the news: The companies announced a multiyear partnership under which
[8]
Nvidia and Thinking Machines Lab draw multi-year chip deal
Nvidia has also made a 'significant' investment in Thinking Machines to support its long-term growth. In a new multi-year partnership announced today (10 March), Thinking Machines Lab will be using Nvidia's systems to train its AI frontier models. Deployment on Nvidia's Vera Rubin platform is set
[9]
Forget OpenAI. Mira Murati's Thinking Machines Just Secured a Historic Nvidia Deal
In a statement, Thinking Machines and Nvidia said that they had inked "a multi-year strategic partnership to deploy at least one gigawatt of next-generation Nvidia Vera Rubin systems to support Thinking Machines' frontier model training and platforms delivering customizable AI at scale." The
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AI startup Thinking Machines clinches capital and a major chip supply deal from Nvidia
Thinking Machines Lab, a new AI startup, has secured a major partnership with Nvidia. This deal includes significant investment and access to Nvidia's advanced processors. The collaboration will power Thinking Machines' AI model training. This move highlights the intense competition and demand for
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Nvidia Invests In Mira Murati's AI Startup Thinking Machines - NVIDIA (NASDAQ:NVDA)
The partnership commits to deploying at least one gigawatt of next-generation Nvidia Vera Rubin systems. These will power Thinking Machines' frontier model training and enterprise AI platforms. Deployment is targeted for early next year. The agreement also includes joint efforts to design training
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Nvidia Invests in Mira Murati's Thinking Machines Lab | PYMNTS.com
By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions. Per a Tuesday (March 10) blog post, the agreement includes plans for Thinking
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NVIDIA Invests in Thinking Machines Lab, Plans 1GW AI Chip Deployment Worth Billions
Mira Murati's Thinking Machines Lab Builds AI Team of Former OpenAI Researchers as NVIDIA Supplies 1GW Chips for New Models NVIDIA has made a major investment in Thinking Machines Lab, the artificial intelligence startup founded by Mira Murati. The partnership signals a new phase in the race to
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Nvidia and Mira Murati's Thinking Machines announce gigawatt-scale AI partnership By Investing.com
Investing.com -- NVIDIA and Mira Murati's Thinking Machines Lab have entered a multi-year strategic partnership to deploy at least one gigawatt of next-generation Vera Rubin systems, according to an announcement Tuesday. This massive infrastructure play aims to support the training of frontier
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Nvidia invests in Mira Murati's AI start-up Thinking Machines Lab
The US group is stepping up its artificial intelligence strategy by backing the young company founded by the former OpenAI executive. Nvidia has announced that it has made a "significant investment" in Thinking Machines Lab, an artificial intelligence start-up created last year by Mira Murati. The
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AI startup Thinking Machines clinches capital and a major chip supply deal from Nvidia
March 10 (Reuters) - AI startup Thinking Machines Lab said on Tuesday it has struck a multi-year partnership with Nvidia that will see it receive a significant investment and procure at least one gigawatt of the chipmaker's next-generation processors. Financial terms of the deal were not
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Nvidia has made a significant investment in Mira Murati's Thinking Machines Lab and will supply at least 1 gigawatt of its Vera Rubin systems starting in 2027. The multi-year strategic partnership, worth tens of billions of dollars according to industry estimates, positions the young AI research lab to compete with larger rivals while highlighting Nvidia's growing role as both chipmaker and financier.
Nvidia Inks Multi-Year Strategic Partnership with Thinking Machines Lab
Nvidia has announced a significant investment in Thinking Machines Lab, the artificial intelligence startup founded by former OpenAI chief technology officer Mira Murati
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. The multi-year strategic partnership includes a chip supply deal that will see the AI research lab deploy at least one gigawatt of Nvidia's next-generation Vera Rubin systems starting early in 20272
. While neither company disclosed the financial terms, industry executives estimate that 1 gigawatt of computing power—enough to power roughly 750,000 U.S. homes—can cost around $50 billion3
. According to the Financial Times, the chip supply arrangement alone is worth tens of billions of dollars5
.Nvidia Investment Strengthens AI Compute Resources for Emerging Lab
The partnership marks Nvidia's continued expansion as both a technology provider and strategic investor in the AI sector. Nvidia CEO Jensen Huang stated, "We are thrilled to partner with Thinking Machines to realize their exciting vision for the future of AI"
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. The companies described the Nvidia investment as "significant," though they declined to specify whether it involves cash, chips, or a combination2
. This represents Nvidia's second investment in Thinking Machines Lab, following its participation in the startup's $2 billion seed round last year1
.Computing Power to Train AI Models at Massive Scale
The agreement will provide Thinking Machines Lab with the computing power necessary to train AI models at a scale previously reserved for much larger organizations. The partnership includes a commitment to develop training and serving systems optimized for Nvidia architecture, enabling close technical integration at the chip level
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. Murati emphasized the importance of Nvidia's technology, stating, "Nvidia's technology is the foundation on which the entire field is built. This partnership accelerates our capacity to build AI that people can shape and make their own, as it shapes human potential in turn"5
.Thinking Machines Lab's Rapid Growth and Recent Challenges
Since its February 2025 founding, Thinking Machines Lab has raised more than $2 billion from investors including Andreessen Horowitz, Accel, and notably, AMD's venture arm—a competitor to Nvidia
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. The seed-stage company achieved a valuation of more than $12 billion and has grown from roughly 30 employees a year ago to about 120 today5
. The startup held talks last year to raise additional funds at a $50 billion valuation, which would quadruple its earlier valuation2
.However, the company has experienced notable departures. Co-founder Andrew Tulloch left for Meta in October, while three additional co-founders—Barret Zoph, Luke Metz, and Sam Schoenholz—returned to OpenAI earlier this year
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. Despite these exits, the company released its first product, Tinker, in October, which helps users fine-tune large language models2
.Related Stories
AI Infrastructure Race Intensifies Across Industry
The deal reflects the broader AI boom and the fierce competition to secure AI compute resources. Nvidia CEO Jensen Huang has predicted that companies could spend $3 trillion to $4 trillion on AI infrastructure by the end of the decade
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. Thinking Machines is not alone in pursuing gigawatt-scale compute agreements—the entire AI industry is locked in a race to secure the infrastructure necessary to train the next generation of models5
. In 2025, rival OpenAI allegedly signed a historic $300 billion compute deal with Oracle1
.Graphics Processing Units Maker Expands Role as AI Financier
Nvidia has emerged as one of the biggest winners of the AI boom because it manufactures the graphics processing units necessary to train models and run large workloads
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. The company has invested in numerous prominent AI startups in recent years, including a $30 billion investment in OpenAI and $10 billion in Anthropic, while also supplying the chips these companies use3
. This dual role as both investor and supplier has drawn scrutiny for creating a circular flow of capital and computing resources, with some industry analysts drawing comparisons to the late 1990s tech bubble3
.For Thinking Machines Lab, the partnership provides the resources to compete independently after Murati reportedly turned down an acquisition offer from Meta's Mark Zuckerberg last year
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. The startup's stated mission emphasizes building AI systems that are "more widely understood, customizable and generally capable," positioning itself as distinct from frontier AI labs like OpenAI and Anthropic that sell relatively fixed products5
. Whether this 120-person venture capital-backed lab can genuinely compete with organizations ten times its size remains to be seen, but the massive infusion of AI compute resources and Nvidia investment provides a credible foundation for the attempt.References
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