Nvidia has also made a ‘significant’ investment in Thinking Machines to support its long-term growth.
In a new multi-year partnership announced today (10 March), Thinking Machines Lab will be using Nvidia’s systems to train its AI frontier models. Deployment on Nvidia’s Vera Rubin platform is set to begin early next year.
Mira Murati launched her AI start-up Thinking Machines in early 2025, less than six months after quitting as OpenAI’s chief technology officer. By July 2025, the start-up had already hit $12bn in value after a $2bn seed round, all before it released its first product.
The start-up’s flagship product ‘Tinker’ is a training API for fine-tuning open-source models, designed for researchers and developers. Tinker can be used for a broad range of models, including Llama-3.2B, Qwen3.5, DeepSeek-V3.1 and Kimi-K2.
“Thinking Machines has brought together a world-class team to advance the frontier of AI,” said Nvidia CEO and founder Jensen Huang.
Huang has previously said that 1GW of AI data centre capacity costs up to $50bn, which would place the latest deal’s value to several billion dollars. In addition, the company has also made a “significant” investment in Thinking Machines to support its long-term growth.
“Nvidia’s technology is the foundation on which the entire field is built,” said Murati, Thinking Machines’ CEO. “This partnership accelerates our capacity to build AI that people can shape and make their own, as it shapes human potential in turn.”
This is the latest in a long range of supports Nvidia has been providing to fuel the AI race. The $4.4trn chipmaking giant participated in a freshly announced $1.03bn seed round into Advanced Machine Intelligence, supported Nscale in its $2bn Series C raise, and pumped $30bn into OpenAI (possibly its last time before OpenAI goes public).
Last month, Meta promised Nvidia billions of dollars on a multi-year partnership to support its data centre build-out. Meanwhile, Nvidia has been looking ahead to ensure AI-ready 6G infrastructure with a new partnership with telecommunication giants from around the globe.
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