Investing.com -- NVIDIA and Mira Murati’s Thinking Machines Lab have entered a multi-year strategic partnership to deploy at least one gigawatt of next-generation Vera Rubin systems, according to an announcement Tuesday. This massive infrastructure play aims to support the training of frontier models and provide customizable AI platforms at an unprecedented scale.

The collaboration marks a significant expansion for Thinking Machines, the public benefit corporation founded by Murati in early 2025. Beyond hardware, the deal includes a "significant investment" from NVIDIA to bolster the startup’s long-term growth and research capabilities.

Murati, formerly CTO of OpenAI, has quickly positioned her new venture as a challenger in the AI race. Thinking Machines previously secured a $2 billion seed round that valued the firm at $12 billion just months after its inception.

The partnership focuses on designing specialized training and serving systems while broadening access to open models for enterprises and the scientific community. Thinking Machines plans to utilize these NVIDIA architectures to enhance its "Tinker" fine-tuning API and other core human-AI interaction tools.

“AI is the most powerful knowledge discovery instrument in human history,” stated Jensen Huang, founder and CEO of NVIDIA, regarding the massive hardware commitment. He noted that the world-class team assembled by Murati is essential to advancing the current frontier of artificial intelligence.

Murati emphasized that the alliance provides the necessary foundation for building understandable and collaborative AI systems. “NVIDIA’s technology is the foundation on which the entire field is built,” she said, adding that the partnership accelerates the capacity to build AI that people can shape.

Nvidia has not yet responded to Investing.com's request for comment. The company's stock is up 1.7% in late morning trade.