Nvidia Invests in Mira Murati's AI Lab Thinking Machines

Thinking Machines Lab was founded in February 2025 by former OpenAI chief technology officer Mira Murati and focuses on customizable frontier AI models. The company raised $2 billion in a seed round in July of that year at a $12 billion valuation. Nvidia's investment further ties the chipmaker's capital and computing-power strategy to that of a large-model startup.

Nvidia and Thinking Machines Lab announced a multiyear strategic partnership on March 10, 2026, and said Nvidia had made a significant investment, without disclosing the amount. Thinking Machines will begin deploying at least 1 GW of Vera Rubin systems in early 2027 for model training and inference. The companies will also jointly design training and serving systems optimized for Nvidia's architecture.