独占：グーグル、シンキングマシンスラボとの提携を新数十億ドル規模の契約で強化

Former OpenAI executive Mira Murati’s startup, Thinking Machines Lab, has signed a new multi-billion-dollar agreement to expand its use of Google Cloud’s AI infrastructure, including systems powered by Nvidia’s latest GPUs, TechCrunch has exclusively learned.

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.

Google has been actively striking a number of cloud deals with AI developers as it aims to wrap together its cloud offerings with other services like storage, a Kubernetes engine, and Spanner, its database product. Earlier this month, Anthropic signed an agreement 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).

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.

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.

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 $12 billion valuation, has remained highly secretive, but launched its first product in October. Dubbed Tinker, it’s a tool that automates the creation of custom frontier AI models.

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.

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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.

“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.

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Rebecca Bellan is a senior reporter at TechCrunch where she covers the business, policy, and emerging trends shaping artificial intelligence. Her work has also appeared in Forbes, Bloomberg, The Atlantic, The Daily Beast, and other publications.

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