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.
Compute purchase agreements
—
Stated contract values, over their full terms
Additional upper-limit values
—
Additional minimum values
—
0 agreements with comparable USD values. Excludes financing, construction budgets, monthly fees, and overlapping contract updates. These are purchase commitments, not annual 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 | Undisclosed | Location undisclosed No delivery date disclosed | Agreement signedDeal detailsDedicated managed inference for Thinking Machines Lab. The disclosed amount is annual pricing, not a lifetime contract value. Site, MW allocation and dated first-service milestone are undisclosed. Customer commentary describes production use but does not establish a delivery or energization date. Hardware: NVIDIA HGX B200 / Quantum-2 InfiniBand Crusoe September 23 inference agreement ↗Assess this deal |