Google strikes multi-billion dollar cloud deal with Thinking Machines Lab
Original: Exclusive: Google deepens Thinking Machines Lab ties with new multi-billion-dollar deal
Why This Matters
Highlights intensifying competition among cloud providers to secure AI startups
Former OpenAI executive Mira Murati's startup Thinking Machines Lab signed a single-digit billion dollar agreement with Google Cloud for AI infrastructure access, including Nvidia GB300 chips and services for model training and deployment.
Thinking Machines Lab, founded by former OpenAI CTO Mira Murati in February 2025, secured a multi-billion dollar cloud deal with Google. The agreement provides access to Google's AI systems built on Nvidia's GB300 chips, alongside infrastructure for model training and deployment. The deal supports reinforcement learning workloads used by the company's product Tinker, which automates custom frontier AI model creation. Thinking Machines raised $2 billion at a $12 billion valuation and launched Tinker in October. The non-exclusive agreement allows multiple cloud providers but signals Google's strategy to secure growing AI labs early. Google has been actively pursuing cloud deals, recently signing with Anthropic for TPU capacity.