AI lab Thinking Machines gets investment, gigawatt compute from Nvidia

With no product and an experienced team, Murati’s Thinking Machines lab is rounding up funding. (Picture: Nvidia)
Founded by OpenAI’s former Chief Technology Officer after the 2024 leadership spat, Mira Murati’s Thinking Machines has scored a big deal with Nvidia.

The startup has entered into «a multiyear strategic partnership» that will provide them with both money and significant Vera Rubin compute early next year — about the same level the first version of Grok was trained on.

The parties are not disclosing a sum total, but 1 GW of Nvidia compute is estimated to be worth about $50 billion, Reuters notes.

Murati’s AI lab has been largely secretive about its actual products, releasing a configurable API in December 2025 and vowing to make AI models more accessible, capable and, yes, customizable.

They raised $2 billion at a $12 billion valuation from Andreessen Horowitz and Nvidia in July 2025.

Read more: Joint press release, writeups on Reuters, CNBC and TechCrunch.