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

Google Cloud has signed a non‑exclusive, single‑digit‑billion dollar deal to provide Mira Murati’s Thinking Machines Lab with AI infrastructure — including systems running on Nvidia’s new GB300 GPUs — to support model training and reinforcement‑learning workloads. The agreement positions Google to deepen ties with a fast‑growing frontier AI lab, potentially boosting Cloud revenue and stickiness as labs seek large-scale compute. It also underscores continued strong demand for Nvidia hardware (GB300) and intensifies cloud competition with Amazon, which recently inked capacity deals with Anthropic. For investors, the deal is a positive signal for GOOG (Cloud growth/enterprise adoption) and for NVDA (chip demand), while AWS/AMZN remains a key competitor in securing AI customers.