News
Nvidia invests in Mira Murati's Thinking Machines Lab with 1 gigawatt chip deployment deal
Mar 10, 2026
Key Points
- Nvidia invests in Thinking Machines Lab with a multiyear deal requiring the startup to deploy at least one gigawatt of Nvidia chips, raising questions about whether Nvidia's capital simply cycles back to Nvidia.
- Investment size and structure were not disclosed.
- Thinking Machines has quadrupled headcount to 120 employees even as three of its six co-founders have departed in under a year.
Summary
Nvidia has announced a multiyear partnership and investment in Thinking Machines Lab, the AI startup founded by Mira Murati, formerly OpenAI's CTO. Thinking Machines commits to deploying at least one gigawatt of Nvidia chips for AI training and serving. The investment size and structure were not disclosed, leaving open the question of whether the arrangement is circular, with Nvidia investing in a company that then spends that capital on Nvidia hardware.
Thinking Machines has grown from 30 to 120 employees, a notable expansion given that three of its six co-founders have left in under a year.
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