Observed Signal · Mar 10, 2026 · Partnership · Source: CNBC Technology · Impact: 4/5 · Sentiment: Positive
Nvidia Invests Big in Mira Murati's AI Venture
Nvidia has made a "significant investment" in Thinking Machines Lab and entered a multiyear strategic partnership with the AI startup founded by former OpenAI CTO Mira Murati. As part of the deal, Thinking Machines Lab agreed to deploy at least one gigawatt of Nvidia's Vera Rubin systems — Nvidia's most advanced offering, which the company says is expected to ship in the second half of the year. The startup launched a developer-facing product called Tinker in October and previously raised $2 billion from investors in July. Nvidia has previously invested in and supplied compute to other prominent AI firms, including OpenAI and Anthropic.
Nvidia is a major AI infrastructure provider; a strategic investment and commitment to deploy large-scale Vera Rubin compute with a frontier AI lab could affect compute availability, model development pathways, and competitive dynamics across AI platforms.
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Key Takeaways & Evidence Grounding
- Nvidia made a "significant investment" in Thinking Machines Lab and announced a multiyear strategic partnership.
- Thinking Machines Lab agreed to deploy at least one gigawatt of Nvidia's Vera Rubin systems.
- Thinking Machines Lab was founded by Mira Murati, former chief technology officer and interim CEO at OpenAI.
- Thinking Machines Lab released its first product, Tinker (an API for fine-tuning models), in October.
- Thinking Machines Lab raised $2 billion from investors in July.
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Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Thinking Machines Lab Partners with Nvidia for AI Revolution
Thinking Machines Lab, the AI research startup co-founded by OpenAI alum Mira Murati, announced a multi-year strategic partnership with Nvidia. The agreement — terms not disclosed — includes deployment of at least one gigawatt of Nvidia’s Vera Rubin systems beginning in 2027 and a commitment to jointly develop training and serving systems for Nvidia architecture. Nvidia is also making a strategic investment in the lab. Thinking Machines Lab has raised more than $2 billion since its February 2025 founding from investors including Andreessen Horowitz, Accel and Nvidia (and interest from AMD’s venture arm), and is valued at over $12 billion. The company released its first product, the Tinker API, in October. The piece notes several co‑founder departures (including Andrew Tulloch to Meta and three returning to OpenAI) and places the deal in the context of surging demand for AI compute.
Nvidia's AI Investments Reach $99 Billion, Becoming Major Backer
Nvidia has become one of the world's largest corporate backers of AI companies, with its equity investments soaring to $99 billion as of July 26, up from $7 billion a year earlier. The chip giant committed over $40 billion in 2026 alone, financing rounds across the AI stack including frontier labs, neoclouds, and photonics startups. Recent deals include a $30 billion investment in OpenAI, a $2 billion investment in CoreWeave, and a $2 billion investment in Nebius. Nvidia also announced plans to acquire Hugging Face for $12.9 billion. The company uses these investments to enhance its ecosystem, secure supply chains, and protect its CUDA moat, with 106% revenue growth to $96.2 billion in its fiscal second quarter.
Nvidia Boosts Nebius Stock 16% with $2 Billion Investment
Nvidia announced a $2 billion investment in Nebius Group and a strategic collaboration to deploy AI infrastructure, manage fleets, support inference workloads, and design AI factories. As part of the deal Nvidia will give Nebius early access to its next-generation accelerated computing platform. Nebius said it aims to deploy more than five gigawatts of capacity by the end of 2030. Nvidia CEO Jensen Huang described the partnership as scaling the cloud for rising global demand for intelligence; Nebius CEO Arkady Volozh said the company was built specifically for AI workloads rather than adapted from general-purpose cloud. The announcement follows several other recent $2 billion Nvidia investments in companies such as Lumentum, Coherent, Synopsys and CoreWeave, and sits alongside Nvidia’s larger capital commitments to AI ecosystem players including OpenAI and Anthropic.
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