TLDR
- Nvidia has made an undisclosed investment in Thinking Machines Lab, the AI startup run by former OpenAI CTO Mira Murati
- The two companies announced a multi-year strategic partnership on Tuesday
- Thinking Machines will deploy at least one gigawatt of Nvidia’s Vera Rubin systems
- Deployment is targeted for early next year
- Thinking Machines was valued at $10B following a $2B funding round in July 2025
Nvidia has made an investment in Thinking Machines Lab and signed a multi-year strategic partnership with the AI startup. The deal was announced Tuesday morning.
$NVDA is investing in Thinking Machines Lab and will supply AI chips under a multiyear deal.
The startup plans to deploy Nvidia’s Vera Rubin accelerators with at least 1GW of compute expected to come online starting early next year. pic.twitter.com/q64N1mfg98
— Shay Boloor (@StockSavvyShay) March 10, 2026
The size of Nvidia’s investment was not disclosed by either company.
As part of the agreement, Thinking Machines will deploy at least one gigawatt of Nvidia’s next-generation Vera Rubin systems. Those systems will be used to support the startup’s frontier model training and platforms.
Deployment on the Vera Rubin platform is targeted for early next year, according to Thinking Machines.
Thinking Machines Lab was founded by Mira Murati, who previously served as CTO at OpenAI. The startup is focused on building customizable AI at scale for enterprises, research institutions, and the scientific community.
Jensen Huang, Nvidia’s CEO and founder, said in a statement: “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.”
The $10 Billion Startup
This is not Nvidia’s first involvement with Thinking Machines. Back in July 2025, the startup raised $2B in a funding round that valued it at $10B.
That round was led by Andreessen Horowitz (a16z) and included participation from Nvidia, AMD, ServiceNow, and Cisco Systems.
Tuesday’s announcement formalizes the relationship further, moving from investor to long-term strategic partner.
The partnership also includes a joint effort to design training and serving systems built specifically for Nvidia architectures.
Vera Rubin at the Center
The Vera Rubin platform is Nvidia’s next-generation GPU system, and this deal puts a gigawatt-scale deployment of it front and center.
One gigawatt is a substantial power commitment — it reflects the scale at which frontier AI model training now operates.
Thinking Machines says the Vera Rubin infrastructure will underpin its work building AI that users can customize and interact with directly.
The partnership is framed around expanding access to frontier AI and open models across enterprise and research sectors.
Nvidia already has investments in a range of AI startups and has been deepening strategic ties across the industry through chip supply agreements and equity stakes.
The Thinking Machines deal adds another name to that list, this time with a gigawatt-scale hardware commitment attached.
Considering a new stock? You may want to see what’s on our watchlist first.
Our team at Knockout Stocks follows top-performing analysts and market-moving trends to spot potential winners early. We’ve identified five stocks gaining quiet attention that could be worth watching now. Create your free account to unlock the full report and get ongoing stock insights.Get 3 Free Stock Ebooks
Discover top-performing stocks in AI, Crypto, and Technology with expert analysis.
- Top 10 AI Stocks - Leading AI companies
- Top 10 Crypto Stocks - Blockchain leaders
- Top 10 Tech Stocks - Tech giants
