Nvidia has announced that it has made a "significant investment" in Thinking Machines Lab, an artificial intelligence start-up created last year by Mira Murati. The deal is part of a multi-year strategic partnership between the companies. The company says it aims to design AI systems that are more understandable, customizable and high-performing. It remains highly discreet about its plans, however, and has so far provided only limited information about its long-term goals.
The partnership notably includes the deployment of at least 1 gigawatt of Nvidia's Vera Rubin systems, an advanced generation of computing technologies intended for training AI models. The equipment is expected to be delivered in H2. Nvidia, whose GPUs are widely used in artificial intelligence infrastructure, is increasing its investments in the sector. The company already counts amongst the partners or investors of firms such as OpenAI and Anthropic.
Thinking Machines Lab launched a first product in October called Tinker, an API that allows researchers and developers to train and fine-tune AI models. The start-up had already raised $2bn from investors in July. Mira Murati, OpenAI's former CTO and briefly interim chief executive in 2023, left the company in 2024 before setting up her own venture.
NVIDIA Corporation is the world leader in the design, development, and marketing of programmable graphics processors. The group also develops associated software. Net sales break down by family of products as follows:
- computing and networking solutions (89%): data center platforms and infrastructure, Ethernet interconnect solutions, high-performance computing solutions, platforms and solutions for autonomous and intelligent vehicles, solutions for enterprise artificial intelligence infrastructure, crypto-currency mining processors, embedded computer boards for robotics, teaching, learning and artificial intelligence development, etc.;
- graphics processors (11%): for PCs, game consoles, video game streaming platforms, workstations, etc. (GeForce, NVIDIA RTX, Quadro brands, etc.). The group also offers laptops, desktops, gaming computers, computer peripherals (monitors, mice, joysticks, remote controls, etc.), software for visual and virtual computing, platforms for automotive infotainment systems and cloud collaboration platforms.
Net sales break down by industry between data storage (88.3%), gaming (8.7%), professional visualization (1.4%), automotive (1.3%) and other (0.3%).
Net sales are distributed geographically as follows: the United States (46.9%), Singapore (18.2%), Taiwan (15.8%), China and Hong Kong (13.1%) and other (6%).
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