NVDA Forges Multiyear Partnership, Committing 1 Gigawatt of Next-Gen Chips to AI Lab

Mar 11, 2026 (16 hr ago)
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NVDA Forges Multiyear Partnership, Committing 1 Gigawatt of Next-Gen Chips to AI Lab
NVDA announced a major multiyear partnership, committing substantial next-generation chip supply and a significant investment to AI research firm Thinking Machines Lab.

Strategic Supply Commitment to Thinking Machines Lab

  • NVDA secured a multiyear partnership to supply upwards of 1 gigawatt of its next-generation Vera Rubin chips to Thinking Machines Lab1
  • The company is also making a "significant investment" in the AI research firm to bolster its long-term growth trajectory1

Industry Concerns Over Investment Practices

  • This strategic investment structure is expected to generate concerns regarding circular investing within the AI sector1
  • Circular investing involves chip companies investing in AI startups that subsequently purchase processors from the investing chip company1

Long-Term Infrastructure Horizon

  • CEO Jensen Huang views AI as the largest infrastructure build-out in human history, spanning energy to software sectors2
  • Huang indicated that AI data center spending is projected to continue robustly for the next 7 to 8 years5

Projected Data Center Expansion Needs

  • NVIDIA anticipates reaching $400 billion in annual revenue within five years, with 90% originating from data center customers4
  • To support this growth trajectory, data centers will require expansion rates of 4.5 gigawatts per quarter4
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NVDA Forges Multiyear Partnership, Committing 1 Gigawatt of Next-Gen Chips to AI Lab | Foxly Invest