Key Highlights
- Nvidia has committed an undisclosed financial stake in Thinking Machines Lab, founded by ex-OpenAI CTO Mira Murati
- A multi-year strategic collaboration was revealed on Tuesday between the two entities
- At minimum, one gigawatt of Nvidia’s Vera Rubin infrastructure will be implemented by Thinking Machines
- Implementation timeline is set for the beginning of 2026
- Following a $2B capital raise in July 2025, Thinking Machines achieved a $10B valuation
Nvidia has taken a financial position in Thinking Machines Lab while establishing a multi-year strategic collaboration with the artificial intelligence company. The partnership was publicly revealed on Tuesday.
Neither organization disclosed the specific investment amount from Nvidia.
Under the terms of this collaboration, Thinking Machines will implement a minimum of one gigawatt worth of Nvidia’s upcoming Vera Rubin infrastructure. This infrastructure will power the company’s advanced model training operations and platform capabilities.
According to statements from Thinking Machines, the Vera Rubin system deployment is scheduled to begin in early 2026.
Mira Murati established Thinking Machines Lab after her tenure as Chief Technology Officer at OpenAI. The company’s mission centers on developing scalable, customizable artificial intelligence solutions for corporate clients, academic institutions, and scientific organizations.
In an official statement, Jensen Huang, founder and CEO of Nvidia, commented: “Thinking Machines has brought together a world-class team to advance the frontier of AI. We are thrilled to partner with Thinking Machines to realize their exciting vision for the future of AI.”
Murati responded: “NVIDIA’s technology is the foundation on which the entire field is built. This partnership accelerates our capacity to build AI that people can shape and make their own.”
A $10 Billion Valuation
This partnership isn’t Nvidia’s initial connection to Thinking Machines. During July 2025, the startup successfully secured $2B in funding at a $10B company valuation.
Andreessen Horowitz (a16z) spearheaded that financing round, with contributions from Nvidia, AMD, ServiceNow, and Cisco Systems.
Tuesday’s announcement elevates the relationship beyond simple investment, transforming it into a comprehensive strategic alliance.
The collaboration extends to cooperative development of specialized training and deployment systems optimized for Nvidia’s hardware architecture.
Vera Rubin Takes Center Stage
Representing Nvidia’s upcoming GPU platform generation, the Vera Rubin system takes prominence in this gigawatt-scale implementation agreement.
A gigawatt represents considerable energy infrastructure — reflecting the massive scale required for cutting-edge AI model development today.
According to Thinking Machines, the Vera Rubin deployment will serve as the backbone for creating AI systems that users can personalize and directly control.
This strategic alliance emphasizes democratizing access to advanced AI capabilities and open-source models throughout enterprise and academic environments.
Nvidia maintains investment positions across numerous AI companies and continues strengthening industry relationships through hardware supply contracts combined with equity participation.
The Thinking Machines partnership represents another significant addition to this portfolio, distinguished by its gigawatt-level infrastructure commitment.
