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NVIDIA and Mira Murati's Thinking Machines Announce Gigawatt-Scale AI Partnership
Investing.com - According to an announcement released on Tuesday, NVIDIA has entered into a multi-year strategic partnership with Thinking Machines Lab, founded by Mira Murati, to deploy at least 1 gigawatt of next-generation Vera Rubin systems. This large-scale infrastructure project aims to support the training of cutting-edge models and provide a customizable AI platform on an unprecedented scale.
This partnership marks a major expansion for Thinking Machines, a nonprofit organization founded by Murati in early 2025. In addition to hardware, the agreement includes a significant investment from NVIDIA to support the startup’s long-term growth and research capabilities.
Murati, who previously served as CTO of OpenAI, quickly positioned her new company as a challenger in the AI race. Thinking Machines previously secured $2 billion in seed funding, and within just a few months of its founding, was valued at $12 billion.
The focus of this collaboration is on designing specialized training and service systems, while expanding access to open models for businesses and the scientific community. Thinking Machines plans to leverage NVIDIA’s architecture to enhance its “Tinker” fine-tuning API and other core human-computer interaction tools.
NVIDIA founder and CEO Jensen Huang stated about this large-scale hardware commitment, “AI is the most powerful knowledge discovery tool in human history.” He emphasized that Murati’s world-class team is crucial for advancing the current frontiers of artificial intelligence.
Murati highlighted that this alliance provides the necessary foundation for building understandable and collaborative AI systems. She said, “NVIDIA’s technology is the foundation upon which the entire field is built,” adding that this collaboration accelerates the ability to create AI that people can shape.
NVIDIA has not responded to requests for comment from Investing.com. The company’s stock rose 1.7% in late morning trading.
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