Jaden Schaefer

And on that note, Miriam Maradi startup thinking machine labs has just announced a multi year strategic partnership with NVIDIA to deploy large scale, large scale computing systems.

And this is actually going to start in 2027.

So not this year.

It's interesting.

I mean, it's kind of crazy, Miriam Maradi, and then we have, you know, super safe intelligence as well.

And

kind of these spinoffs from some of the top brass over open ai when they when they came out and they raised like a billion dollars their startups didn't launch something immediately although i do believe that um miriam moratti thinking machine labs does have tinker i think is their product they do have a product out there but i think they got a lot more on the pipe and they're they're building all of these kind of compute partnerships that are starting you know not this like they they got out maybe last year they didn't really put out a ton last year then they have all of this year they're still working and

And these compute deals aren't rolling out till next year.

So you can expect that whenever their products are scaling is going to be in the future.

This agreement in particular includes deploying at least one gigawatt of NVIDIA's Vera Rubin AI systems.

I mean, honestly, even just going and signing a gigawatt deal, it's a lot of confidence that their product is going to be incredibly useful.

I think this is one of the company's newest architectures.

And NVIDIA is also making a strategic investment in Thinking Machine Labs, which has already raised more than $2 billion since it was founded last year.

It's valued at over $12 billion.

Thinking Machine Labs is focused on building AI models that are designed to produce more replicable and reliable outputs.

And they released their first API product, Tinker, last year.

So right now, this partnership is showing, I think,

Basically, a bigger trend in the industry.

AI companies are really having to be very aggressive in how they compete for access to this computing power.

Jensen Huang, CEO of NVIDIA, he predicted that the industry would spend $3 trillion to $4 trillion on AI infrastructure by the end of the decade.