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Thinking Machines Lab Secures Strategic Partnership with Nvidia for AI Development

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OpenAI co-founder Mira Murati's startup, Thinking Machines Lab, has entered a significant partnership with Nvidia, a leading AI semiconductor company.

  • The deal involves deploying at least one gigawatt of Nvidia's Vera Rubin systems by 2027, which are recent advances in chip architecture.
  • Thinking Machines Lab, founded in February 2025 and valued at over $12 billion, has raised more than $2 billion from investors including Andreessen Horowitz, Accel, and Nvidia, with a strategic investment also coming from Nvidia itself.
  • This young AI research lab, which aims to build reproducible AI models, released its first product, an API called Tinker, in October.
  • Nvidia's investment is part of a broader commitment to develop training and serving systems compatible with its architecture, which Murati describes as foundational for AI development.
  • Noteworthy personnel exits have been seen at the lab, including co-founder Andrew Tulloch leaving for Meta, and other co-founders returning to OpenAI.
  • The AI industry is experiencing a surge in the demand for computational power, with predictions of trillions of dollars being spent on AI infrastructure by decade's end.
  • Despite details of the deal remaining undisclosed, it reflects a competitive landscape where AI firms enter large-scale partnerships reminiscent of OpenAI's alleged $300 billion deal with Oracle in 2025.