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NVIDIA 2026-03-10

Vendor Strategy Impact: Important Strength: High Conf: 90%

NVIDIA Partners with Thinking Machines Lab for Gigawatt-Scale AI Infrastructure

Summary

NVIDIA and Thinking Machines Lab form a multi-year partnership to deploy at least 1 GW of next-gen Vera Rubin systems for cutting-edge AI model training and scalable customized AI platforms. The collaboration includes co-designing training and inference systems and expanding access to advanced AI and open-source models for enterprises and research institutions.

Key Takeaways

NVIDIA and Thinking Machines Lab announced a multi-year strategic partnership focused on deploying at least 1 GW of next-generation NVIDIA Vera Rubin systems to support Thinking Machines' advanced model training and scalable customized AI platforms. Deployment is set to begin early next year.

The collaboration also involves co-designing training and inference systems for NVIDIA's architecture and aims to broaden access to cutting-edge AI and open-source models for enterprises, research institutions, and the scientific community. NVIDIA has made a significant investment in Thinking Machines Lab to support its long-term growth.

Why It Matters

and by deeply binding emerging AI giants to obtain cutting-edge application feedback

Source: NVIDIA新闻中心

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