Key Highlights
- Nvidia has invested an undisclosed sum in Thinking Machines Lab, the AI company led by ex-OpenAI CTO Mira Murati
- A multi-year strategic collaboration was unveiled Tuesday
- At least one gigawatt of Nvidia’s Vera Rubin infrastructure will be deployed by Thinking Machines
- Rollout is planned for early next year
- Thinking Machines achieved a $10B valuation after securing $2B in funding during July 2025
Nvidia has taken a financial stake in Thinking Machines Lab while establishing a multi-year strategic collaboration with the AI firm. The announcement came Tuesday morning.
Neither organization revealed the exact amount of Nvidia’s investment.
Under the terms of the partnership, Thinking Machines will integrate no less than one gigawatt of Nvidia’s upcoming Vera Rubin infrastructure. This hardware will power the company’s advanced model development and platform operations.
Thinking Machines anticipates launching the Vera Rubin deployment in early next year.
Mira Murati, who formerly held the position of Chief Technology Officer at OpenAI, established Thinking Machines Lab. The venture concentrates on delivering scalable, customizable AI solutions for businesses, academic organizations, and scientific researchers.
In a prepared statement, Jensen Huang, founder and CEO of Nvidia, commented: “Thinking Machines has assembled an exceptional team dedicated to pushing AI boundaries. We’re excited to collaborate with Thinking Machines as they pursue their ambitious vision for AI’s future.”
Murati offered her perspective: “NVIDIA’s innovations serve as the cornerstone for this entire industry. This collaboration enhances our ability to develop AI systems that users can personalize and control.”
A $10 Billion Valuation
This marks not the initial connection between Nvidia and Thinking Machines. In July 2025, the startup completed a $2B fundraising effort that established its worth at $10B.
Andreessen Horowitz (a16z) spearheaded that investment round, with contributions from Nvidia, AMD, ServiceNow, and Cisco Systems.
Tuesday’s disclosure takes the relationship to a new level, transforming Nvidia from purely an investor into a dedicated long-term strategic collaborator.
The alliance also encompasses collaborative engineering focused on developing training and deployment infrastructure optimized specifically for Nvidia’s technology stack.
Vera Rubin Takes Center Stage
Nvidia’s Vera Rubin platform represents its latest-generation GPU architecture, and this agreement positions a gigawatt-scale implementation at the forefront.
A gigawatt represents a massive power allocation — indicative of the infrastructure requirements for cutting-edge AI model development today.
Thinking Machines indicates the Vera Rubin systems will serve as the backbone for its mission to create AI platforms that users can tailor and engage with hands-on.
The collaboration aims to broaden availability of advanced AI capabilities and open-source models throughout commercial and academic environments.
Nvidia maintains investment positions in numerous AI ventures and continues strengthening industry relationships through semiconductor supply contracts and ownership positions.
The Thinking Machines agreement represents another significant addition to that portfolio, distinguished by the gigawatt-level infrastructure pledge accompanying it.
Get 3 Free Stock Ebooks
Discover top-performing stocks in AI, Crypto, and Technology with expert analysis.
- Top 10 AI Stocks - Leading AI companies
- Top 10 Crypto Stocks - Blockchain leaders
- Top 10 Tech Stocks - Tech giants
