Thinking Machines Nets Multibillion-Dollar Google Deal for Nvidia GB300 Chips
Thinking Machines Lab secured a multibillion-dollar Google Cloud deal to access Nvidia’s latest GB300 AI chips, making it an early adopter of the hardware alongside major AI players. The startup’s headcount rose to around 140 as it poached seasoned researchers from Meta, highlighting growing demand for Nvidia-powered infrastructure.
1. Multibillion-Dollar Google Cloud Agreement
Thinking Machines Lab signed a multibillion-dollar partnership with Google Cloud, securing access to Nvidia’s GB300 AI processors. This agreement positions TML among the first startups to deploy Nvidia’s cutting-edge hardware at scale.
2. Acceleration of Nvidia Chip Adoption
The deal follows an earlier collaboration with Nvidia and places TML in the same infrastructure tier as leading AI firms. Expanded access to GB300 chips is expected to drive increased volume orders for Nvidia, underpinning future revenue growth.
3. Talent Acquisition and Ecosystem Expansion
TML’s workforce has grown to about 140, fueled by hires of veteran researchers from Meta and other tech giants. This competitive talent movement underscores the ecosystem’s reliance on Nvidia hardware expertise and reinforces the company’s market influence.