NVIDIA Corp. (NASDAQ:NVDA) is deepening its ties with Thinking Machines Lab, the AI startup founded by former OpenAI Chief Technology Officer Mira Murati, announcing a multiyear strategic partnership and an undisclosed investment.
The partnership commits to deploying at least one gigawatt of next-generation Nvidia Vera Rubin systems. These will power Thinking Machines’ frontier model training and enterprise AI platforms. Deployment is targeted for early next year.
The agreement also includes joint efforts to design training and serving systems for NVIDIA architectures. It aims to broaden access to frontier AI and open models for enterprises, research institutions and the scientific community.
Jensen Huang Speaks on the Vision
Nvidia founder and CEO Jensen Huang said. “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, cofounder and CEO of Thinking Machines said. “This partnership accelerates our capacity to build AI that people can shape and make their own, as it shapes human potential in turn.”
Background: A Startup Under Pressure
The deal arrives at a pivotal moment for Thinking Machines. In January, it was reported that employees were in talks to leave the startup. Three founding members — Barret Zoph, Luke Metz and Sam Schoenholz — had already rejoined OpenAI.
Heath wrote that the company “lacks a clear product/business” direction. Sources also told him that “at least a few employees resigned after a tense all-hands meeting.”
Thinking Machines raised a $2 billion seed round in July, led by Andreessen Horowitz. NVDA, Advanced Micro Devices Inc. (NASDAQ:AMD), ServiceNow Inc. (NYSE:NOW) and Cisco Systems Inc. (NASDAQ:CSCO) also participated. Despite that raise, the company reportedly struggled to secure follow-on funding to push its valuation from $10 billion to $50 billion.
Murati founded Thinking Machines in early 2025 after leaving OpenAI in late 2024. She served briefly as OpenAI’s interim CEO during Sam Altman‘s temporary ouster in November 2023 before returning to her CTO role.
NVDA Price Action: Nvidia shares were up 0.62% at $183.79 at the time of publication on Tuesday, according to Benzinga Pro data.
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