AI Fund Flows

Thinking Machines Lab → Nvidia: amount not disclosed chips & hardware

Thinking Machines books 1 GW from Nvidia. Thinking Machines commits to at least one gigawatt of Nvidia Vera Rubin systems starting in 2027. Value undisclosed.

Date
Mar 10, 2026
Paid by
Thinking Machines Lab
Received by
Nvidia
Type
Chips & hardware
Amount
amount not disclosed
Status
announced
Note
at least 1 GW of Vera Rubin (about $50 billion/GW per Reuters)

Sources

All deals between Thinking Machines Lab and Nvidia

More Thinking Machines Lab / Nvidia deals

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