<p id="speakable-summary" class="wp-block-paragraph">Former OpenAI executive Mira Murati’s startup, Thinking Machines Lab, has signed a new multibillion-dollar agreement to expand its use of Google Cloud’s AI infrastructure, including systems powered by Nvidia’s latest GPUs, TechCrunch has exclusively learned.</p>
<p class="wp-block-paragraph">The deal is valued in the single-digit billions, according to a source familiar with the matter, and includes access to Google’s latest AI systems built atop Nvidia’s new GB300 chips, alongside infrastructure services to support model training and deployment.</p>
<p class="wp-block-paragraph">Google has been actively striking a number of cloud deals with AI developers as it aims to wrap together its AI computing offerings with other cloud services like storage, a Kubernetes engine, and Spanner, its database product. Earlier this month, <a href="https://www.anthropic.com/news/google-broadcom-partnership-compute" target="_blank" rel="noreferrer noopener nofollow">Anthropic signed an agreement</a> with Google and Broadcom for multiple gigawatts of tensor processing unit (TPUs) capacity (these are Google’s custom-designed AI chips for machine learning workloads). </p>
<p class="wp-block-paragraph">But the competition is fierce. Just this week, Anthropic also signed a new agreement with Amazon to secure up to 5 gigawatts of capacity for training and deploying Claude. </p>
<p class="wp-block-paragraph">Earlier this year, Thinking Machines partnered with Nvidia in a deal that included an investment from the chipmaker. But this is the first time the lab has struck a deal with a cloud services provider. The deal is not exclusive, so Thinking Machines may use multiple cloud providers over time, but it’s still a sign that Google is looking to lock in fast-growing frontier labs early. </p>
<p class="wp-block-paragraph">Murati left her job as OpenAI’s chief technologist and founded Thinking Machines in February 2025. The company, which soon afterwards raised a $2 billion seed round at a <a href="https://techcrunch.com/2025/07/15/mira-muratis-thinking-machines-lab-is-worth-12b-in-seed-round/">$12 billion valuation</a>, has remained highly secretive, but launched its first product in October. Dubbed <a href="https://www.wired.com/story/thinking-machines-lab-first-product-fine-tune/" target="_blank" rel="noreferrer noopener nofollow">Tinker</a>, it’s a tool that automates the creation of custom frontier AI models. </p>
<p class="wp-block-paragraph">Wednesday’s deal provided some insight into what Thinking Machines is developing. In a press release, Google noted that it can support the startup’s reinforcement learning workloads, which Tinker’s architecture relies on. Reinforcement learning is a training approach that has underpinned recent breakthroughs at labs, including DeepMind and OpenAI, and the scale of the Google Cloud deal reflects how computationally expensive that work can get. </p>
<p class="wp-block-paragraph">Thinking Machines is among the first Google Cloud customers to access its GB300-powered systems, which offer a 2X improvement in training and serving speed compared to prior-generation GPUs, per Google. </p>
<p class="wp-block-paragraph">“Google Cloud got us running at record speed with the reliability we demand,” Myle Ott, a founding researcher at Thinking Machines, said in a statement.</p>
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