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Nvidia CEO Jensen Huang announces partnership with Thinking Machines for gigawatt-scale Vera Rubin AI systems
Tuesday, March 10, 2026 at 04:04 PM
Nvidia and Thinking Machines have announced a partnership to deploy gigawatt-scale AI infrastructure featuring the next-generation Vera Rubin architecture. The systems are designed specifically to provide the massive compute power required for training frontier AI models.
Context
In March 2026, NVIDIA and Thinking Machines Lab, the AI startup founded by former OpenAI CTO Mira Murati, announced a landmark multiyear strategic partnership. The deal centers on the deployment of at least one gigawatt of next-generation NVIDIA Vera Rubin systems, specifically designed to support frontier model training and customizable AI platforms. As part of the agreement, NVIDIA has also made a significant, undisclosed investment in Thinking Machines Lab to fuel its long-term growth and research efforts.
The Vera Rubin platform, scheduled for initial rollout in early 2027, represents a massive leap in efficiency, delivering up to 10x the performance per watt compared to the previous Blackwell architecture. This partnership follows a similar 10-gigawatt infrastructure commitment between NVIDIA and OpenAI, signaling a shift in the AI supply chain where compute access is now measured at power-plant scale. For Thinking Machines, this hardware certainty provides a critical foundation as they compete with established labs to develop advanced, collaborative AI models.
Sources (12)
NVIDIA Kicks Off the Next Generation of AI With Rubin — Six New Chips, One Incredible AI Supercomputer | NVIDIA NewsroomNVIDIA and Thinking Machines Lab Announce Long-Term Gigawatt-Scale Strategic Partnership | NVIDIA BlogRack-Scale Agentic AI Supercomputer | NVIDIA Vera Rubin NVL72Delivering flexibility at gigawatt-scale: Vertiv announces rapidly ...First look at Nvidia’s AI system Vera Rubin and how it beats BlackwellAI startup Thinking Machines clinches capital and a major chip supply deal from Nvidia | ReutersThe Drama at Thinking Machines, a New A.I. Start-Up, Is Riveting Silicon Valley - The New York TimesNvidia and Mira Murati’s Thinking Machines announce gigawatt-scale AI partnership By Investing.com
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