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Former OpenAI executive Mira Murati\u2019s startup, Thinking Machines Lab, has signed a new multi-billion-dollar agreement to expand its use of Google Cloud\u2019s AI infrastructure, including systems powered by Nvidia\u2019s latest GPUs, TechCrunch has exclusively learned.<\/p>\n
The deal is valued in the single-digit billions, according to a source familiar with the matter, and includes access to Google\u2019s latest AI systems built atop Nvidia\u2019s new GB300 chips, alongside infrastructure services to support model training and deployment.<\/p>\n
Google has been actively striking a number of cloud deals with AI developers as it aims to wrap together its cloud offerings with other services like storage, a Kubernetes engine, and Spanner, its database product. Earlier this month, Anthropic signed an agreement<\/a> with Google and Broadcom for multiple gigawatts of tensor processing unit (TPUs) capacity (these are Google\u2019s custom-designed AI chips for machine learning workloads).\u00a0<\/p>\n But the competition is fierce. Just this week, Anthropic also signed a new agreement with Amazon to secure up to 5 gigawatts of capacity for training and deploying Claude.\u00a0<\/p>\n Earlier this year, Thinking Machines partnered with Nvidia in a deal that included an investment from the chipmaker. But this is the first time the lab has struck a deal with a cloud services provider. The deal is not exclusive, so Thinking Machines may use multiple cloud providers over time, but it\u2019s still a sign that Google is looking to lock in fast-growing frontier labs early.\u00a0<\/p>\n Murati left her job as OpenAI\u2019s chief technologist and founded Thinking Machines in February 2025. The company, which soon afterwards raised a $2 billion seed round at a $12 billion valuation<\/a>, has remained highly secretive, but launched its first product in October. Dubbed Tinker<\/a>, it\u2019s a tool that automates the creation of custom frontier AI models.\u00a0<\/p>\n Wednesday\u2019s deal provided some insight into what Thinking Machines is developing. In a press release, Google noted that it can support the startup\u2019s reinforcement learning workloads, which Tinker\u2019s architecture relies on. Reinforcement learning is a training approach that has underpinned recent breakthroughs at labs, including DeepMind and OpenAI, and the scale of the Google Cloud deal reflects how computationally expensive that work can get.\u00a0<\/p>\n Techcrunch event<\/p>\n \n\t\t\t\t\t\t\t\t\tSan Francisco, CA<\/span> Thinking Machines is among the first Google Cloud customers to access its GB300-powered systems, which offer a 2X improvement in training and serving speed compared to prior-generation GPUs, per Google.\u00a0<\/p>\n \u201cGoogle Cloud got us running at record speed with the reliability we demand,\u201d Myle Ott, a founding researcher at Thinking Machines, said in a statement.<\/p>\n<\/div>\n When you purchase through links in our articles, we may earn a small commission<\/a>. This doesn\u2019t affect our editorial independence.<\/em><\/p>\n
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