Key Highlights
- Nvidia has acquired an equity stake in Thinking Machines Lab, the AI company led by former OpenAI CTO Mira Murati
- A multi-year strategic partnership between both companies was revealed on Tuesday
- Thinking Machines plans to implement a minimum of one gigawatt worth of Nvidia’s Vera Rubin infrastructure
- The rollout timeline points to early next year
- Following a $2B funding round in July 2025, Thinking Machines reached a $10B valuation
Nvidia has taken an equity position in Thinking Machines Lab while establishing a multi-year strategic partnership with the AI company. Tuesday morning brought the official announcement.
Both organizations chose to keep the exact investment amount confidential.
Under the terms of this partnership, Thinking Machines will integrate a minimum of one gigawatt worth of Nvidia’s upcoming Vera Rubin infrastructure. This hardware will power the company’s frontier model development and platform operations.
According to Thinking Machines, the Vera Rubin deployment schedule targets early next year for completion.
Mira Murati established Thinking Machines Lab after her tenure as CTO at OpenAI. The company specializes in developing scalable, customizable AI solutions tailored for enterprises, research organizations, and scientific institutions.
Jensen Huang, founder and CEO of Nvidia, shared 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 Valuation
This marks a deepening relationship between Nvidia and Thinking Machines. The GPU manufacturer participated in the startup’s $2B funding round during July 2025, which established a $10B company valuation.
Andreessen Horowitz (a16z) spearheaded that funding round, with additional contributions from Nvidia, AMD, ServiceNow, and Cisco Systems.
Tuesday’s announcement elevates the connection beyond simple investment, establishing a comprehensive long-term strategic alliance.
The collaboration extends to joint development of training and serving infrastructure optimized specifically for Nvidia’s architectural designs.
Vera Rubin Takes Center Stage
Nvidia’s upcoming Vera Rubin platform represents the company’s latest GPU infrastructure, with this agreement positioning a gigawatt-scale implementation as a cornerstone deployment.
A gigawatt represents a significant energy allocation — reflecting the magnitude at which cutting-edge AI model training currently functions.
Thinking Machines indicates the Vera Rubin hardware will serve as the backbone for developing AI systems that users can personalize and engage with hands-on.
The collaboration aims to broaden frontier AI and open model availability throughout enterprise and research communities.
Nvidia maintains investment positions across numerous AI companies and continues strengthening strategic relationships industry-wide through hardware supply contracts and ownership stakes.
The Thinking Machines agreement expands this portfolio, bringing a gigawatt-level infrastructure pledge into the equation.
