Thinking Machines Lab inks massive compute deal with Nvidia

Mira Murati’s Thinking Machines Lab, founded in February 2025, has entered into a multi-year strategic partnership with Nvidia. The undisclosed deal involves the AI research lab deploying at least one gigawatt of Nvidia’s Vera Rubin systems starting in 2027. Nvidia is also making a strategic investment in the lab, which is currently valued at over $12 billion and has raised more than $2 billion from investors like Andreessen Horowitz and Accel. Thinking Machines Lab is focused on building AI models that yield reproducible results, though it has not yet released any products. The partnership also commits to developing training and serving systems for Nvidia architecture, which Murati stated is the foundation for the entire field.

(Source：TechCrunch)