
NVIDIA and Thinking Machines Lab announced today a multiyear strategic partnership to deploy at least one gigawatt of next-generation NVIDIA Vera Rubin systems to support Thinking Machines’ frontier model training and platforms delivering customizable AI at scale. Deployment on the NVIDIA Vera Rubin platform is targeted for early next year. The partnership also includes an effort to design training and serving systems for NVIDIA architectures and broaden access to frontier AI and open models for enterprises, research institutions and the scientific community.
NVIDIA has also made a significant investment in Thinking Machines Lab to support the company’s long-term growth.
“AI is the most powerful knowledge discovery instrument in human history,” said Jensen Huang, founder and CEO of NVIDIA. “Thinking Machines has brought together a world-class team to advance the frontier of AI. We are thrilled to partner with Thinking Machines to realize their exciting vision for the future of AI.”
“NVIDIA ’s technology is the foundation on which the entire field is built,” said Mira Murati, cofounder and CEO of Thinking Machines. “This partnership accelerates our capacity to build AI that people can shape and make their own, as it shapes human potential in turn.”
Building powerful AI systems that are understandable, customizable and collaborative demands advances in research, design and infrastructure at scale. This partnership provides that foundation, with the shared aim of ensuring that the most transformative technology of our time expands human capability.
Hear from NVIDIA CEO Jensen Huang live on stage at SAP Center. Arrive early to catch the GTC Live 2026 pregame show for an insightful discussion on the latest in AI, accelerated computing and transformative tech with industry leaders.
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://blogs.nvidia.com/blog/nvidia-thinking-machines-lab/#primary
- https://blogs.nvidia.com/blog/author/nvidianewsroom/
- https://blogs.nvidia.com/blog/nvidia-thinking-machines-lab/#disqus_thread
- Norwegian gov't consumer watchdog calls out ‘enshittification’ of video games, connected devices, and others — claims hardware deliberately degraded after purch
- Jensen Huang set to receive $4 million bonus from Nvidia, 0.002% of his $164 billion net worth — a small incentive for one of the richest people on earth
- $500,000 gold RTX 5090 is now worth $830,000 thanks to rocketing commodity prices — Asus ROG Astral RTX 5090 Real Gold Edition was actually a savvy investment,
- Pick up a comfy new PC gaming chair for £150 in the Amazon Spring Day Deals sale — save £50 on Corsair's TC100 Relaxed chair
- Norwegian gov't consumer watchdog calls out ‘enshittification’ of video games, connected devices, and others — claims hardware deliberately degraded after purch
Informational only. No financial advice. Do your own research.