Thinking Machines Lab (TML) has secured a significant cloud computing deal with Google, granting them access to advanced Nvidia GB300 chips and positioning them alongside major AI players like Anthropic and Meta. This move coincides with a notable talent exchange between TML and Meta, where TML has been actively recruiting former Meta researchers, including key figures involved in projects like SAM3D and PyTorch. The startup, now valued at $12 billion, is rapidly expanding its infrastructure and talent base. AI
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IMPACT Accelerates TML's infrastructure capabilities and talent pool, potentially increasing competitive pressure on established AI labs.
RANK_REASON Significant cloud deal and talent acquisition by a major AI startup.