NVIDIA Partners with Thinking Machines Lab

Thinking Machines Lab will deploy at least one gigawatt of NVIDIA's next-generation Vera Rubin AI systems to support its frontier model training and customizable AI platforms. Deployment is slated to begin early next year. The partnership also involves designing training and serving systems optimized for NVIDIA hardware. NVIDIA's investment in Thinking Machines Lab aims to broaden access to advanced AI models for enterprises, research institutions, and the scientific community. NVIDIA also made a direct investment to bolster Thinking Machines Lab's long-term growth, though the specific financial details remain undisclosed. Thinking Machines Lab, founded by ex-OpenAI CTO Mira Murati in February 2025, has raised over $2 billion. This collaboration reflects the growing demand for large-scale computing infrastructure as organizations race to develop more powerful AI models. NVIDIA's CEO, Jensen Huang, sees AI as a powerful tool for scientific discovery. Mira Murati emphasizes that the partnership will accelerate the development of AI that individuals can shape and customize. The partnership includes technical collaboration, specifically the optimization of Thinking Machines Lab's products for NVIDIA's hardware. Thinking Machines Lab is developing a platform, Tinker, that allows companies to adapt and optimize large language models for specific business applications without building complex AI training infrastructures. This aligns with the goal of creating AI systems that are understandable, adaptable, and collaboratively usable.