Nvidia Secures Multiyear Deal With Thinking Machines Lab

TLDR Nvidia entered a multiyear partnership with Thinking Machines Lab to supply Vera Rubin systems. Nvidia will deploy at least one gigawatt of next-generation processors starting next year. The companies will co-design training and serving systems built on Nvidia architectures. Nvidia will invest in Thinking Machines to support its long-term growth. Mira Murati founded Thinking Machines in 2025 after leaving OpenAI. Nvidia has entered a multiyear partnership with Thinking Machines Lab and is committed to deploying at least one gigawatt of Vera Rubin systems. The companies also agreed to co-design training and serving infrastructure, and expand access to frontier models. Nvidia will invest in the startup to support its long-term growth, while both sides plan early deployment next year. Nvidia Commits Gigawatt-scale Vera Rubin Deployment Nvidia confirmed that it will supply more than one gigawatt of its next-generation Vera Rubin systems to Thinking Machines Lab. The companies said they will deploy the processors early next year and will design training and serving systems together. They also plan to broaden access to frontier and open models for enterprises, research institutions, and the scientific community. Nvidia CEO Jensen Huang said, “AI represents humanity’s most powerful instrument for uncovering knowledge.” He added, “We are thrilled to partner with Thinking Machines to realize their exciting vision for the future of AI.” The agreement also includes an investment from Nvidia, although the companies did not disclose the amount. Thinking Machines CEO Mira Murati said, “Nvidia’s technology is the foundation on which the entire field is built.” She added that the partnership accelerates their capacity to build systems that people can shape and use. The company stated that the collaboration will support multimodal research and adaptable systems. Today, we are excited to announce Thinking Machines Lab (https://t.co/gD5QlPMfWw), an artificial intelligence rese...