Thinking Machines Lab与Google Cloud签署数十亿美元算力协议

ME News report: On April 22 (UTC+8), according to Beating Monitoring, Thinking Machines Lab—founded by former OpenAI Chief Technology Officer Mira Murati—has signed a multi-billion-dollar AI infrastructure agreement with Google Cloud. The agreement includes Nvidia’s latest GB300 chip-powered computing system, along with supporting model training and deployment services. Thinking Machines Lab is among the first customers to use Google Cloud’s GB300 system. Google says the system delivers 2x faster training and inference performance than the previous generation of GPUs. This is the first time Thinking Machines Lab has signed an agreement with a cloud service provider. Previously, the company collaborated with Nvidia and received investment from Nvidia, but it did not use a third-party cloud platform. The agreement is non-exclusive, meaning Thinking Machines Lab can use multiple cloud service providers simultaneously in the future.

Google’s press release specifically noted that it can support the company’s reinforcement learning workloads. Its first product, Tinker, is based on a reinforcement learning architecture and is used for automatically generating customized cutting-edge models. After leaving OpenAI in February 2025, Murati founded Thinking Machines Lab, completing a $2 billion seed round with a valuation of $12 billion.

Google has recently signed deals with multiple AI developers: earlier this month, Anthropic signed multi-GW TPU agreements with Google and Broadcom, and this week it also signed a training and deployment agreement with Amazon for up to 5GW. (Source: BlockBeats)