"On March 10, 2026, NVIDIA and Thinking Machines Lab announced a multiyear strategic partnership under which Murati's startup will deploy at least a gigawatt of NVIDIA's next-generation Vera Rubin systems to train its models. NVIDIA has also made what both companies describe as a "significant investment" in Thinking Machines, though neither has disclosed the figure."
"According to the Financial Times, the chip supply arrangement alone is worth tens of billions of dollars. Nvidia CEO Jensen Huang has previously said that one gigawatt of AI data centre capacity costs up to $50 billion."
"Thinking Machines Lab, which Murati founded in February 2025, has now raised more than $2 billion since its inception. Investors include Andreessen Horowitz, Accel, and NVIDIA, alongside, somewhat unusually, the venture arm of AMD, NVIDIA's principal chip rival."
Mira Murati, former CTO of OpenAI, founded Thinking Machines Lab in February 2025 with a mission to build customizable and widely understood AI systems. On March 10, 2026, Nvidia announced a strategic partnership with the startup, committing to supply at least one gigawatt of its next-generation Vera Rubin systems for model training. Nvidia also made a significant investment in the company, though the amount remains undisclosed. The chip supply arrangement alone is valued at tens of billions of dollars, with industry estimates suggesting one gigawatt of AI data center capacity costs up to $50 billion. Thinking Machines Lab has raised over $2 billion from investors including Andreessen Horowitz, Accel, Nvidia, and AMD's venture arm. The company has grown from approximately 30 employees to 120, positioning itself as distinct from competitors like OpenAI and Anthropic through its emphasis on customizability.
Read at TNW | Artificial-Intelligence
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