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Nvidia to Invest in Thinking Machines Lab and Supply AI Chips

Rachel Metz
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⚡ Quantum Brief
Nvidia is investing in Thinking Machines Lab, an AI startup founded by former OpenAI CTO Mira Murati, and will supply advanced AI chips to power its models. The deal marks Nvidia’s strategic push into next-gen AI infrastructure. Thinking Machines will deploy Nvidia’s upcoming Vera Rubin AI accelerators under a multiyear agreement, starting in early 2027. The chips will deliver at least 1 gigawatt of computing power—equivalent to 750,000 homes’ energy use. The partnership highlights Nvidia’s dominance in AI hardware, securing another high-profile client amid surging demand for scalable AI training solutions. Murati’s startup gains critical computational resources for large-scale models. Vera Rubin accelerators represent Nvidia’s latest innovation, designed for energy-efficient AI workloads. Their deployment underscores the industry’s shift toward specialized hardware for generative AI and quantum-classical hybrid systems. This collaboration could accelerate Thinking Machines’ R&D, potentially advancing AI capabilities in reasoning and autonomy. It also reinforces Nvidia’s role as the backbone of AI infrastructure development.
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Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000Nvidia:Nvidia is making a new investment in Thinking Machines Lab, an artificial intelligence company founded by former OpenAI executive Mira Murati.Nvidia Corp. is making a new investment in Thinking Machines Lab, an artificial intelligence company founded by former OpenAI executive Mira Murati, and will supply chips to help train and run the startup’s AI models.Thinking Machines will use Nvidia’s forthcoming Vera Rubin AI accelerators as part of a multiyear agreement, the companies said in a statement Tuesday. The chips, which will be deployed by Thinking Machines early next year, will provide computing power amounting to at least 1 gigawatt — roughly the amount of energy needed to power 750,000 homes.

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Source: Bloomberg Technology

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