News
Nvidia to invest in former OpenAI executive Mira Murati's new startup and supply chips
Tuesday, March 10, 2026 at 08:07 PM
Nvidia is reportedly investing in Mira Murati's new AI startup and has committed to supplying the company with semiconductors to support its infrastructure needs.
Context
In March 2026, Nvidia announced a significant strategic investment in Thinking Machines Lab, the new AI startup founded by former OpenAI CTO Mira Murati. As part of this multiyear partnership, the startup has committed to deploying at least one gigawatt of compute power utilizing Nvidia's next-generation Vera Rubin systems. This massive infrastructure deal underscores the high capital requirements for training frontier models and Nvidia's role as a kingmaker for former OpenAI executives entering the market. While the exact dollar amount of the equity investment remains undisclosed, the scale of the chip supply deal places the startup among the industry's largest infrastructure consumers.
During the announcement, Mira Murati emphasized a shift in focus away from fully autonomous agents toward collaborative technology, stating: "Instead of focusing solely on making fully autonomous AI systems, we are excited to build multimodal systems that work with people collaboratively." This statement, released via a company blog post and reported by major financial outlets, highlights the startup's mission to bridge the gap between human expertise and machine intelligence. The venture is staffed by several key former OpenAI and Anthropic researchers, including CTO Barret Zoph and Chief Scientist John Schulman, signaling a formidable new player in the semiconductor and AI supply chain.
Sources (8)
AI startup Thinking Machines clinches capital and a major chip supply deal from Nvidia | ReutersNvidia invests in Mira Murati's Thinking Machines LabMira Murati debuts Thinking Machines Lab, her AI startup - AxiosNvidia Invests in Mira Murati’s Thinking Machines Lab - WSJNvidia (NVDA) to Invest in Mira Murati’s Thinking Machines Lab and Supply Chips - BloombergThinking Machines Lab inks massive compute deal with Nvidia | TechCrunchMira Murati reaches agreement with Nvidia for the ...NVIDIA H100 Price Guide 2026: GPU Costs, Cloud Pricing & Buy vs Rent | Jarvislabs.ai Docs
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