NVIDIA Invests in Thinking Machines Lab, Plans Massive 1-Gigawatt AI Infrastructure Deployment by 2027

Mar 11, 2026
NVIDIA Blog
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Summary

NVIDIA is partnering with Thinking Machines Lab in a major multiyear deal to deploy at least one gigawatt of next-generation Vera Rubin AI systems by early 2027, with a significant financial investment aimed at advancing frontier AI model training and expanding AI access for enterprises, researchers, and the scientific community.

Key Points

  • NVIDIA and Thinking Machines Lab are launching a multiyear strategic partnership to deploy at least one gigawatt of next-generation NVIDIA Vera Rubin systems, targeting deployment in early 2027.
  • The partnership focuses on advancing frontier AI model training, designing systems for NVIDIA architectures, and broadening access to AI for enterprises, research institutions, and the scientific community.
  • NVIDIA is making a significant financial investment in Thinking Machines Lab, with both companies sharing the goal of building AI that is understandable, customizable, and collaborative at scale.

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