NVIDIA and Thinking Machines partner on AI infrastructure

Thinking Machines Lab and NVIDIA have announced a multi-year strategic partnership aimed at deploying large-scale AI infrastructure built on NVIDIA’s next-generation Vera Rubin platform. The collaboration targets at least one gigawatt of computing capacity to support frontier AI model training and customizable AI platforms.

Deployment of the new systems is expected to begin early next year, marking one of the largest AI infrastructure initiatives announced to date.

For engineers and technology leaders following the evolution of AI hardware platforms, the partnership highlights how next-generation accelerator architectures are rapidly scaling to meet the demands of frontier AI models and enterprise deployment.

At the core of the partnership is the deployment of NVIDIA’s upcoming Vera Rubin systems, designed to power large-scale AI training and inference workloads. Thinking Machines Lab plans to use the platform to train frontier models and support platforms that deliver customizable AI capabilities at scale.

The collaboration will also focus on designing optimized training and serving systems specifically for NVIDIA architectures. The companies say the goal is to broaden access to frontier AI and open models for enterprises, research institutions and the scientific community.

In addition to the infrastructure partnership, NVIDIA has made a significant investment in Thinking Machines Lab to support the company’s long-term growth.

“AI is the most powerful knowledge discovery instrument in human history,” said Jensen Huang, founder and CEO of NVIDIA. “Thinking Machines has brought together a world-class team to advance the frontier of AI. We are thrilled to partner with Thinking Machines to realize their exciting vision for the future of AI.”

The partnership reflects growing demand for infrastructure capable of training increasingly complex AI models while making those capabilities more accessible to a broader ecosystem.

“NVIDIA’s technology is the foundation on which the entire field is built,” said Mira Murati, cofounder and CEO of Thinking Machines. “This partnership accelerates our capacity to build AI that people can shape and make their own, as it shapes human potential in turn.”

Both companies say the collaboration will focus on building AI systems that are understandable, customizable and collaborative. Achieving that goal will require advances not only in AI research but also in large-scale infrastructure design — something the partners aim to deliver through this long-term effort.