Thinking Machines Lab, the two-year-old AI research venture co-founded by OpenAI’s Mira Murati, has secured a substantial agreement with the semiconductor industry leader, Nvidia.
The multi-year strategic collaboration between Murati’s lab and the AI semiconductor giant was announced on Tuesday. While specific financial terms remain undisclosed, the partnership entails Thinking Machines Lab deploying at least one gigawatt of Nvidia’s Vera Rubin systems, which were introduced earlier this year, with operations slated to commence in 2027.
In addition to the extensive deployment, Nvidia is also making a strategic investment in Thinking Machines Lab. Since its inception in February 2025, the lab has successfully raised over $2 billion from a diverse group of investors, including prominent firms like Andreessen Horowitz, Accel, and Nvidia itself, alongside the venture capital arm of rival chipmaker AMD.
Despite being a seed-stage company with no products yet publicly released, Thinking Machines Lab boasts a valuation exceeding $12 billion. Its core mission is focused on developing advanced AI models capable of producing highly reproducible results.
Inquiries from TechCrunch seeking further specifics regarding the deal terms and investment were met with a limited response, as Thinking Machines Lab chose not to elaborate beyond its initial public statement.
An Nvidia press release further detailed that the partnership includes a mutual commitment to advance the development of training and serving systems specifically optimized for Nvidia’s architectural framework.
Commenting on the alliance in a blog post, Murati emphasized the foundational role of Nvidia’s technology. She stated, “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, as it shapes human potential in turn.”
The nascent history of Thinking Machines Lab has also been marked by several high-profile departures. Co-founder Andrew Tulloch transitioned to a role at Meta in October, and earlier this year, three other co-founders—Barret Zoph, Luke Metz, and Sam Schoenholz—returned to OpenAI.
This significant deal underscores the intense demand for computational power across the AI industry. Jensen Huang, CEO of Nvidia, has previously projected that global spending on AI infrastructure could reach an astounding $3 trillion to $4 trillion by the close of the decade.
While the precise monetary value of this particular agreement has not been disclosed, its scale aligns with current industry trends. For context, it was reported in 2025 that OpenAI, a key competitor, had allegedly entered into a monumental $300 billion compute deal with Oracle.
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