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Thinking Machines Lab Signs Multibillion-Dollar Cloud Deal with Google, Gains Access to Nvidia GB300 Chips

Thinking Machines Lab has secured a multibillion-dollar cloud agreement with Google, providing access to Nvidia's latest GB300 chips and positioning it alongside major AI players. The deal follows talent exchanges with Meta, including recent hires from the company. The startup's headcount now stands at around 140 amid ongoing expansions.

TechCrunch
1 source·Apr 24, 8:52 PM(11 days ago)·2m read
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Thinking Machines Lab Signs Multibillion-Dollar Cloud Deal with Google, Gains Access to Nvidia GB300 Chipspymnts.com
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Thinking Machines Lab signed a multibillion-dollar cloud deal with Google, gaining access to Nvidia’s latest GB300 chips and becoming one of the first startups to run on the hardware. The agreement was announced on Tuesday at Google Cloud Next. TechCrunch reported that the deal follows an earlier partnership between Thinking Machines Lab and Nvidia, placing the startup in the same infrastructure tier as Anthropic and Meta.

Weiyao Wang, who spent eight years at Meta after college helping build multimodal perception systems and contributing to open-world segmentation projects including SAM3D, had his final day at Meta last week. He then joined Thinking Machines Lab.

A review of LinkedIn profiles shows Thinking Machines Lab has been hiring more researchers from Meta than from any other single employer. Soumith Chintala, who spent 11 years at Meta and co-founded PyTorch, left Meta in late 2025 and was appointed CTO of Thinking Machines Lab earlier this year.

Piotr Dollár, who spent 11 years at Meta as research director and co-authored the Segment Anything model, is now on Thinking Machines Lab’s technical staff.

Business Insider reported last week that Meta has poached seven of Thinking Machines Lab’s founding members.

Meta held talks to acquire Thinking Machines Lab around this time last year. Thinking Machines Lab has drawn talent from beyond Meta as well.

Jeffrey Tao came to Thinking Machines Lab via Waymo, Windsurf, and OpenAI. Muhammad Maaz previously held a research fellowship at Anthropic. Erik Wijmans arrived at Thinking Machines Lab from Apple. Liliang Ren spent two and a half years on Microsoft’s AI Superintelligence team pre-training OpenAI models for code before joining Thinking Machines Lab in March.

Thinking Machines Lab’s headcount now stands at around 140. The startup is valued at $12 billion and has released just one product so far. A spokesperson for Thinking Machines Lab declined to comment for this story when reached Friday morning.

TechCrunch Disrupt 2026 will be held in San Francisco, CA, from October 13-15, 2026. The event will gather 10,000+ founders, investors, and tech leaders for three days of 250+ tactical sessions. Connie Loizos has been reporting on Silicon Valley since the late ’90s.

She joined the original Red Herring magazine in the late ’90s. Loizos was named Editor in Chief and General Manager of TechCrunch in September 2023. Connie Loizos founded StrictlyVC, a daily e-newsletter and lecture series.

StrictlyVC was acquired by Yahoo in August 2023. StrictlyVC is now operated as a sub brand of TechCrunch.

Key Facts

Cloud deal announcement
Thinking Machines Lab signed a multibillion-dollar cloud deal with Google, announced on Tuesday at Google Cloud Next, providing access to Nvidia’s GB300 chips.
Talent movement
Weiyao Wang left Meta last week and joined Thinking Machines Lab; the startup has hired more researchers from Meta than any other employer.
Poaching report
Business Insider reported Meta poached seven of Thinking Machines Lab’s founding members.
Startup valuation and size
Thinking Machines Lab is valued at $12 billion with a headcount of around 140 and has released just one product.
TechCrunch event
TechCrunch Disrupt 2026 will be held in San Francisco from October 13-15, gathering 10,000+ participants for 250+ sessions.

Story Timeline

6 events
  1. 2026-04-24 (current date, recent hires ongoing)

    Weiyao Wang's final day at Meta was last week, and he joined Thinking Machines Lab.

    1 sourceTechCrunch
  2. 2026-04 (this month)

    Kenneth Li joined Thinking Machines Lab this month.

    1 sourceTechCrunch
  3. 2026-03

    Liliang Ren joined Thinking Machines Lab in March.

    1 sourceTechCrunch
  4. 2025-12

    Andrea Madotto joined Thinking Machines Lab in December.

    1 sourceTechCrunch
  5. 2025 (late)

    Soumith Chintala left Meta in late 2025.

    1 sourceTechCrunch
  6. 2025-04 (around this time last year)

    Meta held talks to acquire Thinking Machines Lab around this time last year.

    1 sourceTechCrunch

Potential Impact

  1. 01

    Enhanced competitive positioning for Thinking Machines Lab in AI infrastructure against rivals like Anthropic and Meta.

  2. 02

    Potential acceleration of AI research and product development at Thinking Machines Lab due to access to advanced Nvidia hardware.

  3. 03

    Ongoing talent flux may influence innovation pipelines at both Meta and Thinking Machines Lab.

  4. 04

    Increased visibility and networking opportunities for AI startups at TechCrunch Disrupt 2026.

  5. 05

    Possible escalation in acquisition or partnership talks in the AI sector following the cloud deal.

Transparency Panel

Sources cross-referenced1
Framing risk0/100 (low)
Confidence score75%
Synthesized bySubstrate AI
Word count408 words
PublishedApr 24, 2026, 8:52 PM
Bias signals removed4 across 4 outlets
Signal Breakdown
Loaded 2hype 1exaggeration 1

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