Thinking Machines Lab, the AI startup founded by former OpenAI CTO Mira Murati, has signed a multi-year strategic partnership with Nvidia that will give the company access to at least one gigawatt of Nvidia’s Vera Rubin systems starting in 2027. Nvidia is also making a strategic investment in the company, deepening its ties to one of the best-funded AI startups launched in the last two years. Financial terms of the compute deal were not disclosed, though the agreement signals a major infrastructure commitment as startups race to secure the hardware needed to train and serve increasingly advanced models.
The deal adds to Thinking Machines Lab’s rapid rise since its February 2025 launch. The company has raised more than $2 billion from investors including Andreessen Horowitz, Accel, Nvidia, and AMD’s venture arm, and is reportedly valued at more than $12 billion. Its first product, an API called Tinker, launched in October, with the startup positioning itself around AI systems designed to produce reproducible results. The Nvidia partnership also comes amid broader competition for compute across the industry, where access to chips and infrastructure is becoming as important as talent and model development.