Nvidia (NVDA) Stock Partners With Thinking Machines for Vera Rubin Deployment

TLDR

• Nvidia has made an undisclosed investment in Thinking Machines Lab, the AI startup run by former OpenAI CTO Mira Murati
• The two companies announced a multi-year strategic partnership on Tuesday
• Thinking Machines will deploy at least one gigawatt of Nvidia’s Vera Rubin systems
• Deployment is targeted for early next year
• Thinking Machines was valued at $10B following a $2B funding round in July 2025

Nvidia has made an investment in Thinking Machines Lab and signed a multi-year strategic partnership with the AI startup. The deal was announced Tuesday morning.

The size of Nvidia’s investment was not disclosed by either company.

As part of the agreement, Thinking Machines will deploy at least one gigawatt of Nvidia’s next-generation Vera Rubin systems. Those systems will be used to support the startup’s frontier model training and platforms.

Deployment on the Vera Rubin platform is targeted for early next year, according to Thinking Machines.

Thinking Machines Lab was founded by Mira Murati, who previously served as CTO at OpenAI. The startup is focused on building customizable AI at scale for enterprises, research institutions, and the scientific community.

The $10 Billion Startup

This is not Nvidia’s first involvement with Thinking Machines. Back in July 2025, the startup raised $2B in a funding round that valued it at $10B.

That round was led by Andreessen Horowitz (a16z) and included participation from Nvidia, AMD, ServiceNow, and Cisco Systems.

Tuesday’s announcement formalizes the relationship further, moving from investor to long-term strategic partner.

The partnership also includes a joint effort to design training and serving systems built specifically for Nvidia architectures.

Vera Rubin at the Center

The Vera Rubin platform is Nvidia’s next-generation GPU system, and this deal puts a gigawatt-scale deployment of it front and center.

One gigawatt is a substantial power commitment — it reflects the scale at which frontier AI model training now operates.

Thinking Machines says the Vera Rubin infrastructure will underpin its work building AI that users can customize and interact with directly.

The partnership is framed around expanding access to frontier AI and open models across enterprise and research sectors.

Nvidia already has investments in a range of AI startups and has been deepening strategic ties across the industry through chip supply agreements and equity stakes.

The Thinking Machines deal adds another name to that list, this time with a gigawatt-scale hardware commitment attached.

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