Nvidia has signed a multiyear chip supply agreement with Thinking Machines Lab, marking one of the largest infrastructure partnerships in the artificial intelligence sector. The deal will provide the startup with large-scale AI computing capacity to train next-generation frontier models and enterprise AI systems.
Founded by former OpenAI CTO Mira Murati, Thinking Machines Lab is building an enterprise AI platform focused on customizable large-scale AI systems. According to reports, the chip agreement is worth tens of billions of dollars and will help the startup rapidly scale its computing infrastructure.
As part of the deal, Thinking Machines Lab plans to deploy at least one gigawatt of Nvidia’s upcoming AI processors, including the next-generation Nvidia Vera Rubin chips. These advanced processors will power large-scale AI model training and enable the development of customizable AI platforms for enterprise customers.
Jensen Huang emphasized the broader impact of artificial intelligence during the announcement. He described AI as one of the most powerful tools for knowledge discovery and said Nvidia is excited to support Thinking Machines Lab’s efforts to push the boundaries of AI innovation.
Murati described Nvidia’s technology as the foundational infrastructure behind modern AI development. She said the partnership will help the company pursue its vision of building advanced AI systems that enhance human capabilities and productivity.
Beyond the chip supply agreement, Nvidia has also strengthened its financial commitment to the startup. The company participated in Thinking Machines Lab’s $2 billion seed funding round, which valued the startup at $10 billion, and has made an additional significant investment as part of the new partnership.
The collaboration reflects a growing trend in the AI industry where emerging AI labs partner with major chip manufacturers to secure large-scale computing power required for training increasingly sophisticated models.
Thinking Machines Lab aims to develop AI systems that augment human capabilities rather than replace them, positioning artificial intelligence as a tool that expands what individuals and organizations can achieve. The partnership with Nvidia is expected to provide the computing infrastructure needed to accelerate that mission.
