Thinking Machines Lab signs major computing partnership with Nvidia

Thinking Machines Lab, the AI research company founded by OpenAI co-founder Mira Murati two years ago, has entered into a major agreement with semiconductor leader Nvidia.

The company announced on Tuesday that it has signed a multi-year strategic partnership with Nvidia. Financial terms of the arrangement were not disclosed. Still, the agreement includes Thinking Machines Lab deploying at least one gigawatt of Nvidia’s Vera Rubin systems, which were introduced earlier this year, beginning in 2027.

NVIDIA is also making a strategic investment in Thinking Machines Lab. Since its founding in February 2025, the AI lab has raised more than $2 billion from investors, including Andreessen Horowitz, Accel, and Nvidia. Those backers also include the venture arm of rival chipmaker AMD.

The company, which remains at the seed stage, is valued at more than $12 billion and focuses on developing AI models that generate reproducible results. In October, Thinking Machines Lab launched its first product, an API called Tinker.

According to an Nvidia press release, the partnership also includes a commitment to build training and serving systems optimised for Nvidia’s architecture.

“Nvidia’s technology is the foundation on which the entire field is built,” Murati said in the blog post announcing the deal. “This partnership accelerates our capacity to build AI that people can shape and make their own, as it shapes human potential in turn.”

Despite its short history, Thinking Machines Lab has already experienced several notable departures. Co-founder Andrew Tulloch left the startup in October to take a position at Meta. Earlier this year, three more co-founders — Barret Zoph, Luke Metz, and Sam Schoenholz — also departed to return to OpenAI.

The agreement comes at a time when AI companies continue to compete aggressively for access to computing power. NVIDIA CEO Jensen Huang has predicted that companies could spend between $3 trillion and $4 trillion on AI infrastructure by the end of the decade.

Although the exact value of this particular agreement has not been made public, the scale is not difficult to believe. In 2025, rival OpenAI reportedly signed a landmark $300 billion compute agreement with Oracle.