Thinking Machines Lab secures NVIDIA investment

The deal pairs one of the world’s most powerful chip companies with the AI startup founded by OpenAI’s former CTO, and the compute commitment alone runs to tens of billions of dollars.

TL;DR

NVIDIA and Thinking Machines Lab have formed a strategic partnership.
Thinking Machines Lab will deploy at least a gigawatt of NVIDIA's Vera Rubin systems.
NVIDIA has made a significant, undisclosed financial investment in Thinking Machines.
The compute supply arrangement is reportedly worth tens of billions of dollars.
Thinking Machines Lab, founded by Mira Murati, aims to build customizable AI systems.
The partnership includes technical collaboration for optimizing Thinking Machines' products for NVIDIA hardware.
The deal reflects a broader industry race to secure AI infrastructure.
NVIDIA's investment serves to generate revenue and gain a stake in a potential strategic partner.

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Sam Altman

We tried a new thing with NVIDIA to roll out Codex across a whole company and it was awesome to see it work.

Let us know if you'd like to do it at your company! https://t.co/Xjn6ShrRuq

Yann LeCun reposted

Aakash Gupta

Yann LeCun closed $1.03B for AMI Labs on March 10. Three days later, this paper dropped from his NYU collaborators.

15M parameters. Single GPU. A few hours of training.

LeWorldModel is the first JEPA that trains end-to-end from raw pixels. Two loss terms: predict the next embedding, keep the latent space Gaussian. Previous JEPAs needed exponential moving averages or pretrained encoders to avoid representation collapse. LeWM doesn't.

Six hyperparameters down to one.

The numbers are the story. Foundation-model-based world models require hundreds of millions of parameters and serious compute to plan a control task. LeWM plans up to 48x faster while staying competitive on 2D and 3D benchmarks. The whole thing fits on a laptop GPU.

Look at the trajectory. Yann announced his Meta departure in November 2025 after 12 years and called founding FAIR his "proudest non-technical accomplishment." On March 10, 2026, AMI Labs closed the largest seed round in European history at a $3.5B pre-money valuation. Bezos, Nvidia, Samsung, and Toyota all wrote checks.

Three days later: a paper showing that JEPA-from-pixels is no longer fragile and no longer compute-heavy. The engineering scaffolding that made it look like an academic curiosity is gone.

The authors sit at Mila, NYU, Samsung SAIL, and Brown. None at Meta.

Yann's bet was that the path to machine intelligence runs through world models, not language models. He left a public company to build it. Each JEPA paper from his network resets the assumed cost structure for that bet. This one makes world modeling laptop-cheap.

Meta still has the GPUs. The architecture left.

Aravind Srinivas

GB 200s change how one does the prefill and decode disaggregation when serving large MoEs like Qwen. We’ve published details of our stack quantifying the throughput benefits compared to serving on Hoppers.

Aravind Srinivas reposted

NVIDIA Data Center

Higher throughput. Lower cost. Same accuracy.

@perplexity_ai just put Qwen3 235B into production on NVIDIA GB200 NVL72.

Check out how the team made it happen ⬇️

xAI reposted

NVIDIA

Thanks @SpaceX and @elonmusk, excited for you to try out the NVIDIA Vera CPU 🎉

Elon Musk

Vera nice, Vera nice … 🤌

clem 🤗 reposted

NVIDIA

Introducing NVIDIA Nemotron 3 Ultra.

A frontier smart open model built for long-running agents that need to plan, reason, use tools and keep working across complex coding, research and enterprise workflows.

Up to 5x faster inference and up to 30% lower cost for agentic tasks.

Learn more: https://t.co/h9XLqqYPFf

Elon Musk reposted

DogeDesigner

NVIDIA CEO, Jensen Huang: I want to be involved in nearly everything Elon Musk does.

"For xAI, we're an investor already. The only regret I have is I didn't give him more money. Almost everything that @elonmusk is part of you really want to be part of as well, and and he gave us the opportunity to invest, I'm just delighted by that."

Elon Musk reposted

X Freeze

Jensen Huang just told the incredible story of how Elon Musk became NVIDIA’s first customer for its AI supercomputer - when literally nobody else wanted it

“When I announced this thing, nobody wanted to buy it. Not one purchase order

Except for Elon

In 2016, I personally boxed it up and delivered the first one to a tiny room in San Francisco - It was OpenAI"

Elon backed AI when almost nobody else saw where it was going. He invested in its future long before it became obvious

https://t.co/30hhBRXwQl

Sam Altman reposted

Uday Ruddarraju

A milestone for our infrastructure: our first NVIDIA Vera Rubin racks are here and now running our training stack. This is an important step as we expand compute that powers OpenAI's next generation of frontier AI pre-training. https://t.co/HXk6DrfLav

Greg Brockman

huge milestone in our partnership with NVIDIA

Aravind Srinivas

On showing an early demo of Portable Computer on DGX Spark to Jensen, he was kind to gift us a DGX Station, a beast of a local computer that can serve even frontier models like GLM 5.3. Unmetered frontier intelligence running on your own local hardware coming soon! https://t.co/HA16eiABnq