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Thinking Machines Lab Partners with Google Cloud in Multibillion-Dollar AI Infrastructure Deal

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Former OpenAI executive Mira Murati has led her startup, Thinking Machines Lab, to sign a significant agreement with Google Cloud to expand its use of AI infrastructure powered by Nvidia's latest GPUs. TechCrunch exclusively reveals that:

  • Deal Value: Estimated in the single-digit billions, granting access to Google's cutting-edge AI systems based on Nvidia’s GB300 chips.
  • Infrastructure Inclusion: Encompasses systems to support model training and deployment, crucial for reinforcement learning which underpins Thinking Machines’ product, Tinker.
  • Previous Partnerships: Thinking Machines had an earlier partnership with Nvidia, including an investment, but this is its first with a cloud provider.
  • Google's Strategy: Part of Google's broader strategy to couple its AI computing offerings with services such as storage and database products to secure partnerships with fast-growing AI labs.
  • Tech Expansion Race: Reflects competitive positioning against other tech giants like Amazon, which also signed a deal with Anthropic for similar capabilities.

This collaboration signals the rapid expansion of AI infrastructure capabilities and the fierce competition among tech giants to dominate the cloud services market for AI developments.