Google has been actively striking a number of cloud deals with AI developers as it aims to wrap together its AI computing offerings with other cloud services like storage, a Kubernetes engine, and Spanner, its database product. Earlier this month, Anthropic signed an agreement with Google and Broadcom for multiple gigawatts of tensor processing unit (TPUs) capacity (these are Google’s custom-designed AI chips for machine learning workloads).

But the competition is fierce. Just this week, Anthropic also signed a new agreement with Amazon to secure up to 5 gigawatts of capacity for training and deploying Claude.

Earlier this year, Thinking Machines partnered with Nvidia in a deal that included an investment from the chipmaker. But this is the first time the lab has struck a deal with a cloud services provider. The deal is not exclusive, so Thinking Machines may use multiple cloud providers over time, but it’s still a sign that Google is looking to lock in fast-growing frontier labs early.

Murati left her job as OpenAI’s chief technologist and founded Thinking Machines in February 2025. The company, which soon afterwards raised a $2 billion seed round at a $12 billion valuation, has remained highly secretive, but launched its first product in October. Dubbed Tinker, it’s a tool that automates the creation of custom frontier AI models.