Nvidia partners with Thinking Machines Lab on investment and gigawatt chip supply

Nvidia formed a multi-year partnership with Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, including significant undisclosed investment and supply of at least one gigawatt of next-generation Vera Rubin processors starting early next year for AI model training. This directly scales compute for the startup. It matters because the deal exemplifies hyperscaler hardware and capital concentration enabling rapid frontier model development by new AI labs.