US EditionAI startup Thinking Machines clinches capital and a major chip supply deal from Nvidia
Nvidia's multi-year deal with Thinking Machines Lab includes deploying at least one gigawatt of Vera Rubin systems to support frontier AI research and enterprise platforms.
- On March 10, 2026, Nvidia announced a multi-year strategic partnership and significant investment in Thinking Machines Lab, committing to deploy at least one gigawatt of Vera Rubin systems starting early next year.
- Mira Murati founded Thinking Machines Lab in early 2025 after leaving OpenAI, raising $2 billion and valuing it above $12 billion; co-founders Andrew Tulloch, Barret Zoph, Luke Metz, and Sam Schoenholz departed this year.
- The agreement includes joint engineering work to design training and serving systems for Nvidia architectures, and Jensen Huang praised Thinking Machines' team for pushing AI boundaries.
- AI companies remain hungry for compute, making large-scale supplies strategically valuable, and the partnership aims to broaden access for enterprises, research institutions and the scientific community; one gigawatt of data-centre capacity can cost up to $50bn.
- Following major customer commitments such as Meta's last month, Nvidia announced a multi-year partnership and 'significant investment' in Thinking Machines Lab, underscoring its market momentum.
31 Articles
31 Articles
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 clear, roughly 18 […] This story continues at The Next Web
Nvidia Partnership Hints at Big Ambitions for Former OpenAI Tech Chief’s Startup
Thinking Machines Lab, the artificial intelligence startup led by OpenAI’s former chief technology officer Mira Murati, has just traded its ‘stealth’ status for a seat at the big table. The startup struck a multiyear strategic partnership with Nvidia, which also made a “significant investment,” the two announced Tuesday. The terms, however vague, signal ambitions to shake up frontier AI. You Said Watt? Founded as a public benefit corporation in …
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