Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, secured a multi-year partnership wi...
The AMW Read
Introduces a new top-tier frontier lab (Thinking Machines) via a massive compute-and-capital deal with Nvidia, validating the structural pattern of hyperscaler/silicon-provider kingmaking.
Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, secured a multi-year partnership with Nvidia involving significant investment and at least 1 gigawatt of next-generation Vera Rubin AI systems—enough compute to power 750,000 homes and valued at roughly $50B. This deal signals Nvidia's expanding role as both financier and infrastructure provider to AI startups, following similar investments in OpenAI ($30B) and Anthropic ($10B). The gigawatt-scale commitment positions Thinking Machines to compete at frontier model scale, demonstrating that access to massive compute capacity has become the critical differentiator in the AI race. This circular flow of capital and computing resources raises structural questions about market dynamics as Nvidia consolidates its kingmaker position in the AI ecosystem.
