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

ME News, on April 22 (UTC+8), according to Dongcha 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 computing systems powered by Nvidia’s latest GB300 chips, as well as 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 speeds than the previous generation of GPUs. This marks the first time Thinking Machines Lab has signed an agreement with a cloud service provider. Previously, the company had partnered with Nvidia and received investment from it, but it did not use a third-party cloud platform.

The agreement is non-exclusive, and Thinking Machines Lab may use multiple cloud service providers simultaneously in the future. Google’s press release specifically mentioned support for the company’s reinforcement learning workloads. Its first product, Tinker, is based on a reinforcement learning architecture and is used to automatically generate customized cutting-edge models.

After leaving OpenAI in February 2025, Murati founded Thinking Machines Lab and completed a $2 billion seed round with a valuation of $12 billion. Recently, Google has been signing deals with AI developers at a rapid pace: earlier this month, Anthropic signed multi-GW TPU agreements with Google and Broadcom, and this week it also signed training and deployment agreements with Amazon for up to 5GW. (Source: BlockBeats)