OpenAI co-founder Mira Murati’s two-year-old AI research lab has secured a significant agreement with semiconductor giant Nvidia.
Murati’s Thinking Machines Lab announced a multi-year strategic partnership with AI semiconductor leader Nvidia on Tuesday. The deal’s value remains undisclosed and involves the AI research lab deploying at least one gigawatt of Nvidia’s Vera Rubin systems, introduced earlier this year, starting in 2027.
Nvidia is also making a strategic investment in Thinking Machines Lab, which has raised over $2 billion since its February 2025 inception from investors such as Andreessen Horowitz, Accel, Nvidia, and AMD’s venture arm.
The seed-stage company’s valuation exceeds $12 billion, focusing on developing AI models with reproducible results. The company launched its first product, an API called Tinker, in October.
TechCrunch contacted Thinking Machines Lab and Nvidia for more details on the deal and investment specifics. Thinking Machines Lab declined to further comment beyond the release.
The partnership includes a commitment to developing training and serving systems for Nvidia architecture, as stated in an Nvidia press release.
“Nvidia’s technology is the foundation on which the entire field is built,” Murati mentioned in the deal’s blog post. “This partnership accelerates our ability to create AI that users can personalize, as it concurrently enhances human potential.”
Thinking Machines Lab has seen several notable executive departures in its brief history. Co-founder Andrew Tulloch left for Meta in October. Earlier this year, three additional co-founders, Barret Zoph, Luke Metz, and Sam Schoenholz, returned to OpenAI.
This agreement occurs amid a surge in AI companies’ demand for computing resources. Nvidia CEO Jensen Huang projected that companies might invest $3 trillion to $4 trillion in AI infrastructure by the decade’s end.
Although the deal’s value is unknown, it is plausible. In 2025, competitor OpenAI reportedly finalized a $300 billion compute agreement with Oracle.
Updated after publication to correct that Thinking Machines released its product Tinker last fall.