Nvidia announced a multi‑year partnership and a strategic investment in the AI research startup Thinking Machines Lab on March 10 2026. The deal includes a commitment to deploy at least one gigawatt of Nvidia’s Vera Rubin systems, which began production in Q1 2026 and will ship partners in the second half of 2026, with deployment targeted for early 2027.
The partnership is designed to accelerate the development of AI models that produce reproducible results. Both companies will build training and serving systems for Nvidia’s architecture, positioning Nvidia as a full‑stack AI infrastructure provider and giving Thinking Machines early access to next‑generation hardware.
Nvidia’s investment follows Thinking Machines’ $2 billion funding round led by Andreessen Horowitz, with participation from Nvidia, AMD, Accel, ServiceNow, Cisco, and Jane Street, valuing the startup at $12 billion. The exact amount of Nvidia’s stake was not disclosed, but the partnership signals Nvidia’s continued strategy of deepening its ecosystem through strategic stakes and collaborations.
"AI is the most powerful knowledge discovery instrument in human history. Thinking Machines has brought together a world‑class team to advance the frontier of AI," said Nvidia CEO Jensen Huang. "We are thrilled to partner with Thinking Machines to realize their exciting vision for the future of AI." Mira Murati added, "NVIDIA’s technology is the foundation on which the entire field is built. This partnership accelerates our capacity to build AI that people can shape and make their own, as it shapes human potential in turn."
The deal underscores Nvidia’s focus on the Vera Rubin platform, a next‑generation AI supercomputer designed for sustained, interactive inference workloads. By securing a long‑term commitment for Vera Rubin capacity, Nvidia strengthens its competitive moat and positions itself to capture a larger share of the growing AI training and inference market, while Thinking Machines gains the hardware needed to push the boundaries of multimodal, safe AI systems.
Overall, the partnership reflects Nvidia’s broader ecosystem strategy of investing in and partnering with AI startups to accelerate adoption of its hardware and software stack. The collaboration is expected to generate new revenue streams for Nvidia and accelerate the development of reproducible AI models, reinforcing Nvidia’s leadership in the AI infrastructure market.
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