AI Startup Thinking Machines Lab Secures Nvidia Investment and Chip Supply Deal
AI startup Thinking Machines Lab announces multi-year partnership with Nvidia, receiving significant investment and procuring large number of Nvidia chips.
March 2026 — AI startup Thinking Machines Lab announced a multi-year partnership agreement with Nvidia. Under the agreement, the company will receive significant investment from Nvidia and procure a large number of Nvidia chips.
Background of Thinking Machines Lab
Thinking Machines Lab was founded by a former Meta AI research leader, focusing on developing next-generation AI systems. The company aims to build technology that can better understand the real world than existing AI products.
"We are excited to partner with Nvidia," said the company's CEO. "This will help us accelerate the development of AI technology."
Nvidia's AI Investment Strategy
Nvidia has made significant investments in the AI field in recent years. The company has invested $30 billion in OpenAI and $10 billion in Anthropic, while supplying the GPUs needed to train and run AI models.
Industry analysts believe that by investing in AI startups, Nvidia gains both equity returns and ensures chip sales channels, creating a positive cycle.
Significance of the Chip Supply Agreement
For Thinking Machines Lab, securing Nvidia's chip supply is crucial. With AI chips in short supply, companies that can ensure chip supply will have an advantage in AI competition.
This partnership will help Thinking Machines Lab accelerate the training and deployment of its AI systems.
参考来源：Yahoo Finance、US News