Thinking Machines Lab compute deals
Public agreements, delivery targets, and source evidence for Thinking Machines Lab.
Market overview
The commitments behind the buildout
Selected public agreements. Amounts follow the selected filters. Compute purchases and the facilities hosting them can describe the same capacity.
| Layer | Stated amount | Up to | More than |
|---|---|---|---|
| Compute purchases | — | — | — |
| IT power leases | — | — | — |
| Campus projects | — | — | — |
Upper limits are not firm commitments. Minimums are not exact totals. Each column stands alone; the three layers must not be added together.
USD compute agreements
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Stated contract values over their full terms
Additional upper-limit values
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Additional minimum values
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0 agreements with comparable USD values. Excludes financing, construction budgets, monthly fees, and overlapping contract updates. Full-term contract values are not annual revenue or infrastructure capital expenditure.
Compare buyers · 1 companies
| Buyer / developer | Agreements | Compute: stated | Compute: up to | Compute: over | Dated targets |
|---|---|---|---|---|---|
| Thinking Machines Lab | 1 | — | — | — | 0 of 1 |
Time to Power
When is capacity expected?
0 dated targets · 1 without a first-capacity window
0 elapsed targets await delivery evidence
Delivery confirmation is still needed for these records. An elapsed target alone does not establish a delay.
Actual time to power: not established
Company targets describe expected availability. Measured time to power requires a dated start and site-level energization evidence.
No dated first-capacity targets in this selection.
How to read these dates and figures
Dates are the original announced windows. A vague year keeps a full-year range; construction completion and equipment release dates are excluded. 1 announcements disclose no MW allocation. 0 quantified records are excluded from capacity comparisons because their scope is not comparable or overlaps. Export the CSV for the source, quantity terms, and inclusion basis of each agreement.
1 announcement
| Announced | Buyer / partner | Value | Capacity | Location / timing | Details |
|---|---|---|---|---|---|
| Sep 23, 2026 | Thinking Machines Lab Crusoe Cloud compute | $65 million annually; agreement term not disclosed | Undisclosed | Location undisclosed No delivery date disclosed | Agreement signedDeal detailsThe $65M figure is an annual inference agreement; the term and MW allocation are not disclosed. Do not treat the annual amount as a full-term contract value or compute it as annual capital expenditure. Crusoe said total Managed Inference contracted annual revenue exceeded $100M; that portfolio figure overlaps this agreement and other customers. Hardware: Dedicated NVIDIA HGX B200 systems with Quantum-2 InfiniBand Crusoe and Thinking Machines Lab announce inference agreement ↗Assess this deal |