Mira Murati’s Thinking Machines Lab has signed a multi-billion dollar deal with Google Cloud for AI infrastructure powered by Nvidia’s newest GB300 chips, expanding a relationship that began in 2025 and marking Thinking Machines’ first formal cloud-services agreement.
The Deal
Reported first by TechCrunch on April 22, the contract is valued in the single-digit billions. It gives Thinking Machines access to Google’s most advanced AI systems built on Nvidia’s GB300 platform, which Google says offers a 2x speed improvement in training and serving over prior-generation GPUs. The agreement also bundles Google Cloud storage, Kubernetes Engine and database services. Crucially, it is not exclusive — Thinking Machines can continue using other cloud providers alongside Google.
Why It’s Strategic for Google
Google Cloud has been aggressively striking cloud deals with frontier-AI developers to bundle AI compute with broader cloud services. Anthropic signed earlier this year; Thinking Machines is the newest major signing. Google’s goal is to entrench Google Cloud as the default infrastructure layer for the next wave of AI labs — competing directly with Microsoft/Azure’s OpenAI foothold and AWS’s Anthropic partnership.
Mira Murati and Thinking Machines
Murati left OpenAI — where she was Chief Technology Officer — in late 2024 and founded Thinking Machines Lab in February 2025. Thinking Machines closed a $2 billion seed round at a $12 billion valuation in July 2025. Its first product, Tinker, launched in October 2024, is a tool that automates the creation of custom frontier AI models. Tinker’s architecture relies heavily on reinforcement learning, the training approach that has underpinned recent breakthroughs at DeepMind and OpenAI — and Google Cloud says it can support those workloads at scale.
The Bigger Picture
Earlier in 2025, Thinking Machines partnered with Nvidia in a deal that also included chipmaker investment. The new Google contract is the first cloud services agreement for the startup and is likely to accelerate Tinker’s general availability and any forthcoming consumer-facing product from Murati’s team.
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