Thinking Machines Lab signs major computing agreement with Nvidia

Thinking Machines Lab Forms Major Alliance with Nvidia

Mira Murati, co-founder of OpenAI, has led her two-year-old AI research venture, Thinking Machines Lab, into a significant agreement with Nvidia, a leader in the semiconductor industry.

On Tuesday, Thinking Machines Lab revealed a long-term strategic collaboration with Nvidia. Although the financial details remain confidential, the partnership involves the lab utilizing at least one gigawatt of Nvidia’s Vera Rubin systems—technology introduced earlier this year—beginning in 2027.

As part of the arrangement, Nvidia is also investing in Thinking Machines Lab. Since its launch in February 2025, the lab has secured over $2 billion in funding from prominent backers such as Andreessen Horowitz, Accel, Nvidia itself, and AMD’s venture division, among others.

Currently valued at over $12 billion, this early-stage company is focused on developing AI models that deliver consistent, reproducible outcomes. To date, Thinking Machines Lab has not brought any products to market.

When contacted for further details about the partnership and investment, representatives from Thinking Machines Lab declined to provide additional comments beyond their official announcement.

According to Nvidia’s press release, the collaboration also involves joint efforts to create advanced training and deployment systems optimized for Nvidia’s architecture.

“Nvidia’s technology is the backbone of the AI sector,” Murati stated in a blog post about the partnership. “This collaboration boosts our ability to create AI that empowers individuals to shape technology as it, in turn, shapes human potential.”

Leadership Changes and Industry Context

Despite its brief history, Thinking Machines Lab has already experienced several notable departures. Co-founder Andrew Tulloch left for Meta in October, and earlier this year, three other co-founders—Barret Zoph, Luke Metz, and Sam Schoenholz—returned to OpenAI.

This agreement comes at a time when AI firms are aggressively seeking additional computing resources. Nvidia CEO Jensen Huang has projected that industry spending on AI infrastructure could reach $3 trillion to $4 trillion by the decade’s end.

Although the exact value of this deal is undisclosed, such figures are plausible given recent industry trends. For instance, in 2025, OpenAI reportedly secured a record-breaking $300 billion computing agreement with Oracle.