Nvidia and Thinking Machines Lab gigawatt AI compute deal

Nvidia Just Bet Billions on Mira Murati's Thinking Machines Lab — Here's Why It Matters

When Mira Murati quietly left OpenAI in late 2024, the AI world held its breath. Now we know what she’s been building — and Nvidia just wrote a very large check to prove it matters. On Tuesday, Nvidia and Thinking Machines Lab announced a multiyear strategic partnership: a “significant investment” from Nvidia plus a commitment to deploy at least one gigawatt of next-gen Vera Rubin systems starting early 2027. Industry estimates peg the infrastructure cost at roughly $50 billion. ...

March 11, 2026 · 6 min · DBBS Tech