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NVIDIA
2026-03-11
Vendor Strategy Important High 90% Confidence

NVIDIA and Thinking Machines Lab Form Gigawatt-Scale AI Infrastructure Partnership

Summary

NVIDIA and Thinking Machines Lab announced deployment of at least one gigawatt of next-gen Vera Rubin systems for cutting-edge AI model training. This collaboration sets a new benchmark for hyperscale AI compute demand, signaling a move towards gigawatt-scale AI infrastructure.

Key Takeaways

NVIDIA and Thinking Machines Lab announced a multi-year strategic partnership at GTC 2026 to deploy at least one gigawatt of next-generation Vera Rubin AI systems. The collaboration focuses on supporting cutting-edge AI model training, with indications of performance exceeding current Blackwell architecture, though specific technical parameters were not disclosed.

Why It Matters

drives the industry to ultra-large computing deployment...

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Source: NVIDIA新闻中心
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