Nvidia (NVDA) Stock Secures Strategic Partnership With Mira Murati’s Thinking Machines

Key Highlights

• Nvidia has injected capital into Thinking Machines Lab, the artificial intelligence venture led by ex-OpenAI CTO Mira Murati (investment amount undisclosed)
• A strategic multi-year collaboration between the companies was revealed on Tuesday
• Thinking Machines plans to implement a minimum of one gigawatt worth of Nvidia’s Vera Rubin infrastructure
• The rollout is scheduled to begin in early next year
• Following a $2B capital raise in July 2025, Thinking Machines achieved a $10B valuation

Nvidia has taken an equity position in Thinking Machines Lab while establishing a comprehensive multi-year strategic alliance with the AI company. The partnership details emerged Tuesday morning.

Neither organization revealed the precise dollar amount of Nvidia’s equity stake.

Under the terms of this collaboration, Thinking Machines will integrate a minimum of one gigawatt of Nvidia’s cutting-edge Vera Rubin infrastructure. This computing power will fuel the company’s advanced model development efforts and platform operations.

According to Thinking Machines, the Vera Rubin systems are slated to go live early in the coming year.

Mira Murati established Thinking Machines Lab after her tenure as Chief Technology Officer at OpenAI. The company’s mission centers on delivering scalable, customizable artificial intelligence solutions for corporate clients, academic institutions, and scientific organizations.

A $10 Billion Valuation

This partnership doesn’t mark Nvidia’s initial engagement with Thinking Machines. The chipmaker participated in the startup’s $2B financing round during July 2025, which established the company’s valuation at $10B.

Andreessen Horowitz (a16z) spearheaded that funding round, with additional backing from Nvidia, AMD, ServiceNow, and Cisco Systems.

Tuesday’s disclosure elevates the connection beyond simple investment to a comprehensive strategic partnership framework.

The agreement encompasses collaborative development of training and inference infrastructure optimized explicitly for Nvidia’s chip architectures.

Vera Rubin Takes Center Stage

Nvidia’s Vera Rubin platform represents the company’s latest-generation GPU infrastructure, and this agreement positions a gigawatt-scale implementation as a cornerstone element.

A gigawatt represents significant energy allocation — highlighting the massive scale required for cutting-edge AI model development today.

According to Thinking Machines, the Vera Rubin computing infrastructure will serve as the backbone for developing AI systems that users can tailor and engage with hands-on.

The collaboration aims to broaden accessibility to advanced AI capabilities and open-source models throughout enterprise and academic environments.

Nvidia maintains investment positions across numerous AI ventures and continues strengthening industry relationships through semiconductor supply contracts combined with ownership stakes.

The Thinking Machines agreement represents another addition to this portfolio, distinguished by its gigawatt-level hardware deployment obligation.

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