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Thinking Machines Lab signs a $65M-a-year inference contract with Crusoe; Crusoe says Managed Inference now exceeds $100M in contracted ARR
- Current status
- Announced
- Companies
- Thinking Machines Lab, Crusoe (counterparty), Nvidia (mentioned)
- Happened
- Sep 23, 2026
- Last updated
- Sep 24, 9:53 AM PT (revision 1)
- Evidence
- 2 reports · 1 independent chain (adjudicated)
What happened
TML will run its Inkling models, plus GLM 5.2/5.3 and fine-tuned variants, in production on a dedicated Nvidia HGX B200 cluster operated by Crusoe.
Why it matters
It's a rare disclosed figure for a lab's inference spend, and it shows Crusoe building a managed-services revenue line on top of its data-center business.
Evidence and provenance
- Primary sourcechain: crusoe-announcementCrusoe and Thinking Machines Lab Partner to Power Open-Model Inference at ScaleCrusoe · published Sep 23, 2026 · crusoe.ai · rev 1
- CoverageCrusoe and Thinking Machines Lab sign $65M inference dealThe Next Web · Cristian Dina · published Sep 23, 9:04 AM PT · thenextweb.com · rev 1