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AI startup Thinking Machines clinches capital and a major chip supply deal from Nvidia
Nvidia's multi-year deal with Thinking Machines Lab includes deploying at least one gigawatt of Vera Rubin systems to support frontier AI research and enterprise platforms.
- On March 10, 2026, Nvidia announced a multi-year strategic partnership and significant investment in Thinking Machines Lab, committing to deploy at least one gigawatt of Vera Rubin systems starting early next year.
- Mira Murati founded Thinking Machines Lab in early 2025 after leaving OpenAI, raising $2 billion and valuing it above $12 billion; co-founders Andrew Tulloch, Barret Zoph, Luke Metz, and Sam Schoenholz departed this year.
- The agreement includes joint engineering work to design training and serving systems for Nvidia architectures, and Jensen Huang praised Thinking Machines' team for pushing AI boundaries.
- AI companies remain hungry for compute, making large-scale supplies strategically valuable, and the partnership aims to broaden access for enterprises, research institutions and the scientific community; one gigawatt of data-centre capacity can cost up to $50bn.
- Following major customer commitments such as Meta's last month, Nvidia announced a multi-year partnership and 'significant investment' in Thinking Machines Lab, underscoring its market momentum.
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17 Articles
17 Articles
The start-up has probably secured several billion US dollars worth of chips. At the same time, the company not only invests – but also cuts in personnel.
·Düsseldorf, Germany
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Coverage Details
Total News Sources17
Leaning Left1Leaning Right3Center6Last UpdatedBias Distribution60% Center
Bias Distribution
- 60% of the sources are Center
60% Center
C 60%
R 30%
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