Thinking Machines Lab signs massive computing deal with Nvidia

OpenAI co-founder Mira Moratti’s two-year-old artificial intelligence research lab has signed a major deal with semiconductor giant Nvidia.

Murati’s Thinking Machines Lab announced it has entered into a multi-year strategic partnership with AI semiconductor giant Nvidia on Tuesday. The size of the deal was not disclosed and includes the AI ​​research lab deploying at least one gigawatt of Nvidia’s Vera Rubin systems, which were released earlier this year, starting in 2027.

Nvidia is also making a strategic investment in Thinking Machines Lab, which has raised more than $2 billion since its founding in February 2025 from investors including Andreessen Horowitz, Accel and Nvidia, among others, including the venture arm of rival chipmaker AMD.

The company is initially valued at more than $12 billion and is building artificial intelligence models that create repeatable results. The company released its first product, an API called Tinker, in October.

TechCrunch has reached out to Thinking Machines Lab and Nvidia for more information regarding the details surrounding the terms of the deal and investment. Thinking Machines Lab declined to comment beyond the release.

The partnership also includes a commitment to developing training and service systems for Nvidia engineering, according to an Nvidia press release.

“Nvidia’s technology is the foundation on which the entire industry is built,” Moratti said in the deal’s blog post. “This partnership accelerates our ability to build AI that people can shape and create themselves, because it in turn shapes human potential.”

Thinking Machines Lab has seen a number of high-profile exits recently in its young history. The company’s co-founder, Andrew Tulloch, left the startup to take a position at Meta in October. Earlier this year, three other founders, Barrett Zoff, Luke Metz, and Sam Schoenholz, left to return to OpenAI.

The deal comes at a time when AI companies remain hungry for any computing they can get. Nvidia CEO Jensen Huang expects companies to spend between $3 trillion and $4 trillion on AI infrastructure by the end of the decade.

Although we don’t know the value of this specific deal, it is believable. In 2025, rival OpenAI allegedly signed a historic $300 billion computing deal with Oracle.

Updated after publication to correct that Thinking Machines released its Tinker product last fall.