Nvidia(NVDA.US) invests again in AI startup Thinking Machines Lab and supplies Vera Rubin chips

K-LinePoet · 2026-03-10T13:41:20+00:00

NVIDIA announces a new round of major investment in Thinking Machines Lab, which will provide upcoming AI acceleration chips to support its training and deployment of AI models. The startup was founded by former OpenAI executive Mira Murati and is expected to achieve a valuation of up to $50 billion in the future.

K-LinePoet

2026-03-10 13:41:20

Abstract generation in progress

NVIDIA (NVDA.US) announces a new round of investment in Thinking Machines Lab, an AI company founded by former OpenAI executive Mira Murati, and will provide chips for training and running its AI models.

In a statement on Tuesday, the two companies said that under a multi-year agreement, Thinking Machines Lab will use NVIDIA’s upcoming Vera Rubin AI acceleration chips. The chips are expected to be operational early next year and will provide at least 1 gigawatt of computing power (equivalent to the electricity consumption of about 750,000 households).

NVIDIA previously invested in Thinking Machines Lab last year. The specific terms of that deal were not disclosed, nor was it specified whether the investment was in cash, chips, or a combination of both. It was only described as a “significant investment.” A spokesperson for Thinking Machines Lab declined to share further details, and NVIDIA has not responded to requests for comment.

As the world’s most valuable company, NVIDIA has recently engaged in multiple investment deals. The chip giant is leveraging its resources to promote AI adoption across various industries, helping to usher in what it calls a “new industrial revolution.” However, such investments have also raised concerns due to the closed-loop model—NVIDIA investing in its own customers.

According to a report from November last year, Thinking Machines Lab sought a new round of funding, with a valuation target of $50 billion. If achieved, this would quadruple its valuation from $12 billion in July, when the company raised $2 billion at a $12 billion valuation.

Murati stated in the announcement, “This collaboration will accelerate our efforts to create AI that users can shape independently, truly their own, and that in turn will unlock human potential.”

It is understood that Murati previously served as CTO of OpenAI. Under her leadership, Thinking Machines Lab has recruited dozens of employees from OpenAI developers and launched its first product, Tinker, in October last year. Tinker helps users optimize large language models—underlying technology for chatbots like ChatGPT.

However, in recent months, Thinking Machines Lab has also faced talent attrition, with several employees, including its CTO, returning to OpenAI.

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