Exclusive: Google deepens Thinking Machines Lab ties with new multi-billion-dollar deal

Google Cloud secures a multi-billion-dollar partnership with Mira Murati's Thinking Machines Lab, locking in access to cutting-edge Nvidia hardware for AI development. | Contesto: cronaca

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• Exclusive: Google deepens Thinking Machines Lab ties with new multi-billion-dollar deal

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Google Cloud has entered into a multi-billion-dollar agreement with Mira Murati's Thinking Machines Lab to provide the artificial intelligence research group with advanced computing infrastructure, according to an exclusive report. The deal, which sources confirm was finalized this week, centers on securing substantial capacity on Nvidia's latest and most powerful GB300 Grace Blackwell superchips, marking one of the largest and most strategically significant cloud partnerships focused on next-generation AI hardware. The partnership represents a major coup for Google Cloud in the intensely competitive arena of AI infrastructure. By aligning closely with a high-profile, independent research entity like Thinking Machines Lab, Google not only secures a massive, long-term revenue stream but also positions its platform as the foundational layer for potentially groundbreaking AI work. The lab, led by former OpenAI executive Mira Murati, is widely regarded as a frontier research organization, and its choice of cloud provider is seen as a strong endorsement of Google's technical capabilities and roadmap in AI-optimized computing. At the heart of the deal is access to Nvidia's GB300 platform, the chipmaker's newest flagship product designed for training and running massive AI models. The GB300, which combines GPU and CPU technologies, represents a significant leap in performance over previous generations. Securing a large, guaranteed allocation of this scarce and highly sought-after hardware was likely a primary driver for Thinking Machines Lab, as access to top-tier compute has become the critical bottleneck for advanced AI research and development. For Google, the agreement deepens an existing relationship with Murati's venture and serves as a direct challenge to rivals like Amazon Web Services and Microsoft Azure. It demonstrates Google Cloud's ability to compete for and land flagship AI clients beyond its own internal projects, such as Gemini. The multi-billion-dollar scale of the contract indicates a commitment spanning several years and suggests Thinking Machines Lab is planning a sustained, intensive period of model development that will require unprecedented...

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Categoria: cronaca