By Rebecca Bellan
Publication Date: 2026-04-22 12:00:00
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.
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 AI computing offerings with other cloud 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…
