NVIDIA Makes Undisclosed Equity Investment in Mira Murati's Thinking Machines Lab, Commits 1GW Vera Rubin Systems

CNBC·high signal

NVIDIA announced a multiyear strategic partnership with Thinking Machines Lab — founded by former OpenAI CTO Mira Murati in February 2025 — committing at least 1 gigawatt of next-generation Vera Rubin compute, equivalent to the electricity demand of ~700,000–1M households. NVIDIA simultaneously made a 'significant' undisclosed equity investment in the startup. Vera Rubin deployment is targeted for early 2027, and the deal includes co-designing training and serving systems for NVIDIA architectures to broaden frontier model access to enterprises and research institutions.