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
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