Nvidia partners with Thinking Machines Lab for 1GW Vera Rubin deployment and makes significant investment

Partnership Data Center announced Mar 10, 2026

1 GW

Capacity

development

Stage

Nvidia has entered into a multi-year agreement with Thinking Machines Lab to deploy at least 1GW of Vera Rubin hardware to support the startup’s frontier model training. Nvidia has also made a significant investment in Thinking Machines, which is developing multimodal AI systems. The partnership will also involve jointly designing training systems for Nvidia architecture and broadening access to AI frontier models.

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Counterparts (2)

Partner

Thinking Machines Lab

company

Manila-based data science and AI consulting firm with 200-500 employees, providing data strategy, engineering, and AI solutions to clients across telecommunications, government, and other sectors.

NVIDIA

company · 5 deals

NVIDIA is a technology company specializing in accelerated computing, particularly in AI and digital twins. Their technologies are used across various industries, including automotive, healthcare, and manufacturing, with a focus on enabling sustainable computing through energy-efficient solutions.

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Deal Analysis

Nvidia is making a significant play in frontier AI, not just as a hardware supplier but as an investor in Thinking Machines Lab. This multi-year agreement commits at least 1GW of Vera Rubin hardware to power the startup's multimodal AI training. Beyond the massive deployment, the partnership extends to jointly designing future training systems for Nvidia architecture, integrating their accelerated computing expertise directly into the next generation of AI while also broadening access to these cutting-edge models.

1GW Vera Rubin hardware deployment.
Nvidia investment in Thinking Machines Lab.
Joint design of training systems for Nvidia architecture.
Broadening access to AI frontier models.

Source Intelligence

KEY DETAILS

Nvidia has entered into a multi-year agreement with Thinking Machines Lab. The partnership will additionally see the companies jointly design training systems for Nvidia architecture and broaden access to AI frontier models. Thinking Machines Lab is developing “multimodal systems that work with people collaboratively,” as opposed to fully autonomous AI systems that other generative AI companies are focused on. Thinking Machines was founded in February 2025 by former OpenAI CTO Murati. In October 2025, Thinking Machines announced its Tinker API, designed to make it easier to fine-tune open-source models. To date, Thinking Machines has raised $12 billion in funding from investors including Nvidia, AMD, and Cisco, valuing the company at $2bn. In January, Thinking Machines lost two of its cofounders, who rejoined OpenAI.

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Deal Size

Financial terms of the multi-year agreement have not been disclosed

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Capacity

deploy at least 1GW of Vera Rubin hardware

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Location

little information was provided about where and when the hardware will be deployed

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Financials

Financial terms of the multi-year agreement have not been disclosed

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Announcement

March 10, 2026 By Charlotte Trueman

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COD

deployment on the Nvidia Vera Rubin platform is targeted for early next year.

PARTIES MENTIONED IN SOURCE

Nvidia investor/partner

"Nvidia has entered into a multi-year agreement with Thinking Machines Lab to deploy at least 1GW of Vera Rubin hardware... In a statement , the chip giant said it has also made a “significant investment” in Thinking Machines."

Thinking Machines Lab partner/recipient of investment

high quality Enriched Mar 10, 2026

Timeline

Announced

Mar 10, 2026

Signed

Closed

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Source

www.datacenterdynamics.com

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