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NVIDIA, Alphabet and Google Collaborate on the Future of Agentic and Physical AI

1. NVIDIA and Google collaborate to advance AI and robotics technologies. 2. Google Cloud will adopt NVIDIA's latest GPU solutions for AI infrastructures. 3. NVIDIA integrates Google's SynthID for AI-generated content protection. 4. Google DeepMind and NVIDIA optimize AI models for drug discovery. 5. Partnership aims to revolutionize energy management and industrial robotics.

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Why Bullish?

The partnership reinforces NVIDIA's position as an AI leader, appealing to investors. Previous collaborations like the one with Tesla led to significant stock gains.

How important is it?

The content discusses technologies and initiatives that directly impact NVIDIA's innovation and market reach, enhancing future revenue potential.

Why Long Term?

These advancements will solidify NVIDIA's market dominance over time, similar to its growth in AI adoption over the past decade.

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SAN JOSE, Calif., March 18, 2025 (GLOBE NEWSWIRE) -- Building on their longstanding partnership, NVIDIA, Alphabet and Google today announced new initiatives to advance AI, democratize access to AI tools, speed the development of physical AI and transform industries including healthcare, manufacturing and energy. Engineers and researchers throughout Alphabet are working closely with technical teams at NVIDIA to use AI and simulation to develop robots with grasping skills, reimagine drug discovery, optimize energy grids and more. Employing the NVIDIA Omniverse™, NVIDIA Cosmos™ and NVIDIA Isaac™ platforms, teams from Google DeepMind, Isomorphic Labs, Intrinsic and X’s moonshot Tapestry will discuss milestones from their respective collaborations at the NVIDIA GTC global AI conference. To power research and AI production efforts for its customers, Alphabet’s Google Cloud will be among the first to adopt the NVIDIA GB300 NVL72 rack-scale solution and NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPU, also announced today at GTC. NVIDIA will be the first to adopt SynthID, a Google DeepMind AI watermarking technology for protecting intellectual property by identifying AI-generated content. “I’m proud of our ongoing and deep partnership with NVIDIA, which spans the early days of Android and our cutting-edge AI collaborations across Alphabet,” said Sundar Pichai, CEO of Google and Alphabet. “I’m really excited about the next phase of our partnership as we work together on agentic AI, robotics and bringing the benefits of AI to more people around the world.” “Alphabet and NVIDIA have a longstanding partnership that extends from building AI infrastructure and software to advancing the use of AI in the largest industries,” said Jensen Huang, founder and CEO of NVIDIA. “It’s a great joy to see Google and NVIDIA researchers and engineers collaborate to solve incredible challenges, from drug discovery to robotics.” Developing Responsible AI and Open ModelsGoogle DeepMind and NVIDIA are working to build trust in generative AI through content transparency. NVIDIA will be the first external user of Google DeepMind’s SynthID, which embeds digital watermarks directly into AI-generated images, audio, text and video. SynthID helps preserve the integrity of outputs from NVIDIA Cosmos world foundation models, available on build.nvidia.com, helping to safeguard against misinformation and misattribution — all without compromising video quality. Google DeepMind and NVIDIA also partnered to optimize Gemma, Google’s family of lightweight, open models, to run on NVIDIA GPUs. The recent launch of Gemma 3 marks a significant leap forward for open innovation. NVIDIA has played a key role in making Gemma even more accessible for developers. Supercharged by the NVIDIA AI platform, Gemma is available as a highly optimized NVIDIA NIM™ microservice, harnessing the power of the open-source NVIDIA TensorRT-LLM library for exceptional inference performance. In addition, this deep engineering collaboration will extend to optimizing Gemini-based workloads on NVIDIA accelerated computing via Vertex AI. The Age of Intelligent RobotsIntrinsic is an Alphabet company focused on making intelligently adaptive AI for robotics usable and valuable for manufacturers across industries. Today, the majority of the world’s installed industrial robots are manually programmed, with every movement hard-coded in a complex, expensive process. Partnering with NVIDIA, the teams have built deeper and more intuitive developer workflows for Intrinsic Flowstate to support NVIDIA Isaac Manipulator foundation models for a universal robot grasping capability. Using foundation models for robotics will significantly reduce application development time and improve flexibility, with AI that can adapt effortlessly. At GTC, Intrinsic will also share an early OpenUSD framework streaming connection between Intrinsic Flowstate and NVIDIA Omniverse — enabling real-time visualization of robot workcells across platforms. Concurrently, NVIDIA and Google DeepMind are announcing a collaboration with Disney Research to develop Newton, an open-source physics engine accelerated by the NVIDIA Warp framework that is compatible with MuJoCo. Powered by Newton, MuJoCo will accelerate robotics machine learning workloads by more than 70x compared with MuJoCo’s existing GPU-accelerated simulator, MJX. Applying Innovation to Real-World ChallengesIsomorphic Labs, founded by Google DeepMind CEO Demis Hassabis, is reimagining drug discovery with AI. It has built a state-of-the-art drug design engine housed on Google Cloud with NVIDIA GPUs to enable the scale and performance needed to continue developing groundbreaking AI models that can help advance human health. Tapestry, X’s moonshot for the electric grid, is building AI-powered products for a greener and more reliable future grid. Tapestry and NVIDIA are exploring methods for increasing the speed and accuracy of electric grid simulations. This joint effort will focus on the challenges of integrating new energy sources and expanding grid capacity to meet the growing demands of data centers and AI, while helping ensure grid stability. The companies will evaluate potential solutions, including using AI to optimize the interconnection process, with the goal of enhancing the planning and modernization of energy infrastructure for a more sustainable future. The Next Generation of AI-Optimized InfrastructureBuilding on its commitment to provide customers with the most advanced AI infrastructure, Google Cloud will be one of the first companies to offer the latest instances of NVIDIA Blackwell GPUs — NVIDIA GB300 NVL72 and NVIDIA RTX PRO 6000 Blackwell Server Edition. Built on the groundbreaking Blackwell architecture introduced a year ago, Blackwell Ultra includes the NVIDIA GB300 NVL72 rack-scale solution and the NVIDIA HGX™ B300 NVL16 system. The GB300 NVL72 delivers 1.5x more AI performance than the NVIDIA GB200 NVL72, as well as increases Blackwell’s revenue opportunity by 50x for AI factories, compared with those built with NVIDIA Hopper™. NVIDIA RTX PRO 6000 Blackwell is the ultimate universal GPU for both AI and visual computing workloads across healthcare, manufacturing, retail, live broadcast and other industries. With last month’s preview launches of its A4 and A4X virtual machines, Google Cloud became the first cloud provider to offer both NVIDIA B200- and GB200-based instances. Now, A4 is generally available — with A4X coming soon — so customers can take advantage of Blackwell’s powerful performance with the added benefits of Google Cloud’s AI Hypercomputer. Google Cloud and NVIDIA have worked together to optimize popular open-source frameworks like JAX, a popular Python library for machine learning, and MaxText to run efficiently on NVIDIA GPUs at scale. MaxText, an advanced framework for scaling large models across massive GPU clusters, uses optimizations codeveloped with NVIDIA to enable efficient training on tens of thousands of GPUs. GTC attendees interested in learning more about Alphabet and NVIDIA’s work can visit the Google Cloud booth 914. About Alphabet Inc.Alphabet is a collection of companies, the largest of which is Google. Larry Page and Sergey Brin founded Google in September 1998 and the company is headquartered in Mountain View, Calif. Billions of people use its wide range of popular products and platforms each day, like Search, Ads, Chrome, Cloud, YouTube and Android. About NVIDIANVIDIA (NASDAQ: NVDA) is the world leader in accelerated computing. For further information, contact:Cliff EdwardsNVIDIA Corporation+1-415-699-2755cliffe@nvidia.com press@google.com Certain statements in this press release including, but not limited to, statements as to: the benefits, impact, availability, and performance of NVIDIA’s products, services, and technologies; and the collaboration between NVIDIA and Alphabet and the benefits and impact thereof are forward-looking statements that are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic conditions; our reliance on third parties to manufacture, assemble, package and test our products; the impact of technological development and competition; development of new products and technologies or enhancements to our existing product and technologies; market acceptance of our products or our partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of our products or technologies when integrated into systems; as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company's website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances. © 2025 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, NVIDIA Cosmos, NVIDIA HGX, NVIDIA Hopper, NVIDIA Isaac, NVIDIA Omniverse, and NVIDIA RTX PRO are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and/or other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability, and specifications are subject to change without notice. A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/611ce8d4-bb5c-47ff-85d5-591363b25467 NVIDIA, Alphabet and Google Moving to advance agentic and physical AI adoption, NVIDIA, Alphabet and Google are announcing multi...

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