NVIDIA Invests in Thinking Machines Lab, Plans 1GW AI Deployment

NVIDIA on March 10 announced that it has entered a multi-year partnership with Thinking Machines Lab to deploy at least one gigawatt of next-generation NVIDIA Vera Rubin systems to support the startup’s frontier model training and AI platforms. The deployment is targeted for early next year.

The companies said the partnership will also involve designing training and serving infrastructure optimised for NVIDIA architectures and expanding access to frontier AI and open models for enterprises, research institutions and the scientific community.

NVIDIA has also made a significant investment in Thinking Machines Lab to support the company’s long-term growth. Financial terms of the investment were not disclosed.

“AI is the most powerful knowledge discovery instrument in human history,” said Jensen Huang, founder and chief executive of NVIDIA. “Thinking Machines has brought together a world-class team to advance the frontier of AI. We are thrilled to partner with Thinking Machines to realise their exciting vision for the future of AI.”

“This partnership accelerates our capacity to build AI that people can shape and make their own, as it shapes human potential in turn,” said Mira Murati, Cofounder and Chief Executive of Thinking Machines Lab. 

Thinking Machines Lab was founded in February 2025 by Murati, who previously served as Chief Technology Officer at OpenAI. The San Francisco-based startup was created with a team of researchers and engineers recruited from organisations including OpenAI, Meta and Mistral, with OpenAI cofounder John Schulman joining as chief scientist.

The company raised about $2 billion in a seed funding round led by Andreessen Horowitz in 2025, with participation from investors including NVIDIA, AMD, Cisco and Jane Street. The round valued the startup at about $12 billion.

Thinking Machines has begun developing AI infrastructure and model tools to make AI models easier to train and adapt. One of its early products, called Tinker, is a developer platform that helps researchers train and customise large models while managing distributed GPU workloads.

Murati said the partnership with NVIDIA will help the company build large-scale infrastructure needed to develop and deploy frontier AI systems. The first phase of the deployment is expected to begin next year.