🗾ITmedia AI+ (日本)•Stalecollected in 84m
NVIDIA Funds Murati's Lab for Vera Rubin AI
💡NVIDIA's huge bet on Murati's 1GW AI supercluster for frontier models
⚡ 30-Second TL;DR
What Changed
Multi-year strategic partnership with Thinking Machines Lab
Why It Matters
Accelerates ex-OpenAI leader's AI infrastructure push with NVIDIA backing. Signals massive scaling in AI compute, benefiting high-end training needs.
What To Do Next
Monitor Thinking Machines Lab announcements for Vera Rubin access or collaboration opportunities.
Who should care:Founders & Product Leaders
🧠 Deep Insight
Web-grounded analysis with 5 cited sources.
🔑 Enhanced Key Takeaways
- •Thinking Machines Lab was founded in February 2025 by Mira Murati, former OpenAI CTO who left in 2024, and had already raised over $2 billion from investors including Andreessen Horowitz, Accel, AMD's venture arm, and now NVIDIA[1][3][4].
- •The lab launched its first product, Tinker, an API for training and fine-tuning AI models, in October 2025[1][4].
- •NVIDIA's Vera Rubin systems are a next-generation computing platform released earlier in 2026, with deployment to Thinking Machines targeted for early 2027 or H2 2026[1][2][4].
🔮 Future ImplicationsAI analysis grounded in cited sources
NVIDIA secures long-term revenue from Vera Rubin sales
The 1GW deployment commitment provides clear visibility into future hardware demand and de-risks the commercial ramp-up of NVIDIA's next-generation platform[5].
Thinking Machines Lab valuation exceeds $12 billion
The startup, post-$2B+ funding and NVIDIA investment, is valued at over $12B as a seed-stage company focused on reproducible AI models[4].
⏳ Timeline
2024-11
Mira Murati leaves OpenAI after serving as interim CEO
2025-02
Thinking Machines Lab founded by Mira Murati
2025-07
$2B funding raised from investors including a16z, Accel, AMD
2025-10
Tinker API launched for AI model training and fine-tuning
2026-01
NVIDIA Vera Rubin systems released
2026-03
NVIDIA announces multi-year partnership and investment with Thinking Machines Lab
📎 Sources (5)
Factual claims are grounded in the sources below. Forward-looking analysis is AI-generated interpretation.
- marketscreener.com — Nvidia Invests in Mira Murati S AI Start Up Thinking Machines Lab Ce7e5fdfda8ff626
- blogs.nvidia.com — Nvidia Thinking Machines Lab
- cryptonews.net — 32537104
- TechCrunch — Thinking Machines Lab Inks Massive Compute Deal with Nvidia
- ainvest.com — Nvidia Gigawatt Bet Flow Analysis Thinking Machines Partnership 2603
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Original source: ITmedia AI+ (日本) ↗