Crusoe and Thinking Machines Lab Sign $65 Million Annual Inference Deal

โดย GlobeNewswire·US·Read original
Summary · why it matters

Crusoe and Thinking Machines Lab have announced a $65 million annual agreement to power inference for the lab's open models on Crusoe Cloud. Under the deal, Thinking Machines Lab will run a range of production workloads, including its Inkling models, GLM 5.2 and 5.3, and its own fine-tuned variants, through Crusoe Managed Inference on a dedicated Tailored Deployment of NVIDIA HGX B200 systems connected with NVIDIA Quantum-2 InfiniBand networking. Crusoe will run and support the cluster directly as a Tailored Deployment, a dedicated, benchmarked, SLA-backed endpoint, giving Thinking Machines Lab the price-performance and headroom to scale without managing its own inference stack. The companies are also looking to expand into batch inference for large-scale synthetic data generation. Thinking Machines Lab joins a roster that has taken Crusoe Managed Inference past $100 million in contracted ARR less than a year from launch.

Impact on assets 1

Artificial Intelligence · 1 stocks
NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Crusoe's dedicated Tailored Deployment uses NVIDIA HGX B200 systems and Quantum-2 InfiniBand, a concrete product order driven by the deal.

Theme Impact 6

Off-coverage companies 1

CrusoePrivate▲ Positive
Demandrelevance

Crusoe signs a $65M annual inference deal with Thinking Machines Lab, pushing Managed Inference past $100M contracted ARR.

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