Nvidia has entered into a multi-year agreement with Thinking Machines Lab to deploy at least 1GW of Vera Rubin hardware to support the startup’s frontier model training.
In a statement, the chip giant said it has also made a “significant investment” in Thinking Machines. The partnership will additionally see the companies jointly design training systems for Nvidia architecture and broaden access to AI frontier models.
Financial terms of the deal have not been disclosed, and little information was provided about where and when the hardware will be deployed, beyond Nvidia stating “deployment on the Nvidia Vera Rubin platform is targeted for early next year.”
Jensen Huang, founder and CEO of Nvidia, said: “AI is the most powerful knowledge discovery instrument in human history. 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.”
“Nvidia’s technology is the foundation on which the entire field is built,” said Mira Murati, co-founder and CEO of Thinking Machines. “This partnership accelerates our capacity to build AI that people can shape and make their own, as it shapes human potential in turn.”
Founded in February 2025 by former OpenAI CTO Murati, the company is developing “multimodal systems that work with people collaboratively,” as opposed to fully autonomous AI systems that other generative AI companies are focused on.
In October 2025, Thinking Machines announced its Tinker API, designed to make it easier to fine-tune open-source models. To date, the company has raised $12 billion in funding from investors including Nvidia, AMD, and Cisco, valuing the company at $2bn.
In January, the company lost two of its cofounders, who rejoined OpenAI.
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