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Thinking Machines Lab

Thinking Machines Lab

AI Research Startup (Public Benefit Corporation)

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Nvidia's generational GPU leaps reshape who controls AI infrastructure

New Capabilities

Nvidia's anchor customer for gigawatt-scale Vera Rubin deployment

Nvidia has spent four years on an annual architecture cadence that no semiconductor company has sustained before. At GTC 2026, Jensen Huang unveiled Vera Rubin (a single-GPU system delivering 50 petaflops, five times Blackwell's performance, at one-tenth the cost per token) and NemoClaw, an open-source platform letting companies deploy autonomous AI agents without cloud-provider lock-in.

Updated May 30