Mira Murati's AI research lab, Thinking Machines Lab, has secured a major partnership with Nvidia. The two-year-old company announced a multi-year strategic agreement with the semiconductor leader on Tuesday, though the financial terms were not disclosed.

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A key component involves Thinking Machines Lab deploying at least one gigawatt of Nvidia's Vera Rubin systems, which launched earlier this year, with deployment scheduled to begin in 2027. Nvidia is also making a strategic investment in the lab.

Since its founding in February 2025, Thinking Machines Lab has raised over $2 billion from investors such as Andreessen Horowitz, Accel, and Nvidia itself. Notably, rival chipmaker AMD's venture arm also participated. The seed-stage company is now valued at more than $12 billion and is focused on developing AI models that produce reproducible results, though it has not yet released any commercial products.

The partnership further includes a commitment to co-develop training and serving systems optimized for Nvidia's architecture. "Nvidia’s technology is the foundation on which the entire field is built," Murati stated in an announcement. "This partnership accelerates our capacity to build AI that people can shape and make their own, as it shapes human potential in turn."

Thinking Machines Lab declined to provide additional comment beyond the official release.

The company has experienced several notable departures in its short history. Co-founder Andrew Tulloch left for a role at Meta in October. Earlier this year, three other co-founders—Barret Zoph, Luke Metz, and Sam Schoenholz—departed to return to OpenAI.

This deal underscores the intense demand for computing power among AI firms. Nvidia CEO Jensen Huang has projected that companies could invest $3 trillion to $4 trillion in AI infrastructure by 2030. While the exact value of this partnership is unknown, its scale is credible. In 2025, rival OpenAI was reportedly part of a historic $300 billion compute agreement with Oracle.