NVIDIA, Alphabet and Google Collaborate on the Future of Agentic and Physical AI
NVIDIA, Alphabet and Google have announced major collaborative initiatives to advance AI technology and its applications. The partnership includes infrastructure development, open model optimizations, and breakthroughs in robotics, drug discovery, and energy management.
Key developments include: Google Cloud becoming an early adopter of NVIDIA's GB300 NVL72 and RTX PRO 6000 Blackwell Server Edition GPU; NVIDIA implementing Google DeepMind's SynthID watermarking technology; and optimization of Google's Gemma open models for NVIDIA GPUs.
The collaboration extends to: Intrinsic's development of AI-powered robotics solutions using NVIDIA Isaac; Isomorphic Labs' drug discovery initiatives utilizing NVIDIA GPUs on Google Cloud; and X's Tapestry project exploring AI-powered solutions for electric grid optimization.
The GB300 NVL72 delivers 1.5x more AI performance than its predecessor and increases Blackwell's revenue opportunity by 50x for AI factories compared to NVIDIA Hopper.
NVIDIA, Alphabet e Google hanno annunciato importanti iniziative collaborative per promuovere la tecnologia AI e le sue applicazioni. La partnership include lo sviluppo di infrastrutture, ottimizzazioni di modelli aperti e innovazioni nella robotica, nella scoperta di farmaci e nella gestione dell'energia.
Tra i principali sviluppi ci sono: Google Cloud che diventa un precoce adottante della GPU NVIDIA GB300 NVL72 e RTX PRO 6000 Blackwell Server Edition; NVIDIA che implementa la tecnologia di watermarking SynthID di Google DeepMind; e l'ottimizzazione dei modelli aperti Gemma di Google per le GPU NVIDIA.
La collaborazione si estende a: lo sviluppo da parte di Intrinsic di soluzioni robotiche alimentate da AI utilizzando NVIDIA Isaac; le iniziative di scoperta di farmaci di Isomorphic Labs che utilizzano le GPU NVIDIA su Google Cloud; e il progetto Tapestry di X che esplora soluzioni alimentate da AI per l'ottimizzazione della rete elettrica.
La GB300 NVL72 offre prestazioni AI 1,5 volte superiori rispetto al suo predecessore e aumenta l'opportunità di guadagno di Blackwell di 50 volte per le fabbriche AI rispetto a NVIDIA Hopper.
NVIDIA, Alphabet y Google han anunciado importantes iniciativas de colaboración para avanzar en la tecnología de IA y sus aplicaciones. La asociación incluye el desarrollo de infraestructura, optimizaciones de modelos abiertos y avances en robótica, descubrimiento de fármacos y gestión de energía.
Los desarrollos clave incluyen: Google Cloud convirtiéndose en un adoptante temprano de la GPU NVIDIA GB300 NVL72 y RTX PRO 6000 Blackwell Server Edition; NVIDIA implementando la tecnología de marcas de agua SynthID de Google DeepMind; y la optimización de los modelos abiertos Gemma de Google para GPUs NVIDIA.
La colaboración se extiende a: el desarrollo de soluciones robóticas impulsadas por IA por parte de Intrinsic utilizando NVIDIA Isaac; las iniciativas de descubrimiento de fármacos de Isomorphic Labs utilizando GPUs NVIDIA en Google Cloud; y el proyecto Tapestry de X que explora soluciones impulsadas por IA para la optimización de la red eléctrica.
La GB300 NVL72 ofrece un rendimiento de IA 1.5 veces superior al de su predecesor y aumenta la oportunidad de ingresos de Blackwell en 50 veces para fábricas de IA en comparación con NVIDIA Hopper.
NVIDIA, Alphabet, 그리고 Google는 AI 기술 및 그 응용 프로그램을 발전시키기 위한 주요 협력 이니셔티브를 발표했습니다. 이 파트너십은 인프라 개발, 오픈 모델 최적화, 로봇 공학, 약물 발견 및 에너지 관리에서의 혁신을 포함합니다.
주요 발전 사항으로는: Google Cloud가 NVIDIA의 GB300 NVL72 및 RTX PRO 6000 Blackwell Server Edition GPU의 초기 채택자가 되는 것; NVIDIA가 Google DeepMind의 SynthID 워터마킹 기술을 구현하는 것; 그리고 NVIDIA GPU에 대한 Google의 Gemma 오픈 모델 최적화가 있습니다.
협력은 다음으로 확장됩니다: Intrinsic이 NVIDIA Isaac을 사용하여 AI 기반 로봇 솔루션을 개발하는 것; Isomorphic Labs가 Google Cloud에서 NVIDIA GPU를 활용하여 약물 발견 이니셔티브를 수행하는 것; 그리고 X의 Tapestry 프로젝트가 전력망 최적화를 위한 AI 기반 솔루션을 탐색하는 것입니다.
GB300 NVL72는 이전 모델보다 1.5배 더 높은 AI 성능을 제공하며, NVIDIA Hopper에 비해 AI 공장에 대한 Blackwell의 수익 기회를 50배 증가시킵니다.
NVIDIA, Alphabet et Google ont annoncé d'importantes initiatives de collaboration pour faire progresser la technologie de l'IA et ses applications. Le partenariat comprend le développement d'infrastructures, l'optimisation de modèles ouverts et des percées dans la robotique, la découverte de médicaments et la gestion de l'énergie.
Les développements clés incluent : Google Cloud devenant un adoptant précoce de la GPU NVIDIA GB300 NVL72 et RTX PRO 6000 Blackwell Server Edition ; NVIDIA mettant en œuvre la technologie de filigrane SynthID de Google DeepMind ; et l'optimisation des modèles ouverts Gemma de Google pour les GPU NVIDIA.
La collaboration s'étend à : le développement par Intrinsic de solutions robotiques alimentées par l'IA utilisant NVIDIA Isaac ; les initiatives de découverte de médicaments d'Isomorphic Labs utilisant des GPU NVIDIA sur Google Cloud ; et le projet Tapestry de X explorant des solutions alimentées par l'IA pour l'optimisation du réseau électrique.
La GB300 NVL72 offre 1,5 fois plus de performances en IA que son prédécesseur et augmente l'opportunité de revenus de Blackwell de 50 fois pour les usines d'IA par rapport à NVIDIA Hopper.
NVIDIA, Alphabet und Google haben bedeutende gemeinsame Initiativen zur Förderung der KI-Technologie und ihrer Anwendungen angekündigt. Die Partnerschaft umfasst den Ausbau der Infrastruktur, Optimierungen offener Modelle sowie Durchbrüche in der Robotik, der Arzneimittelentdeckung und dem Energiemanagement.
Zu den wichtigsten Entwicklungen gehören: Google Cloud wird ein früher Anwender der NVIDIA GB300 NVL72 und RTX PRO 6000 Blackwell Server Edition GPU; NVIDIA implementiert die Wasserzeichen-Technologie SynthID von Google DeepMind; und die Optimierung der offenen Modelle Gemma von Google für NVIDIA GPUs.
Die Zusammenarbeit erstreckt sich auf: die Entwicklung von KI-gesteuerten Robotiklösungen durch Intrinsic unter Verwendung von NVIDIA Isaac; die Arzneimittelentdeckungsinitiativen von Isomorphic Labs, die NVIDIA GPUs auf Google Cloud nutzen; und das Tapestry-Projekt von X, das KI-gesteuerte Lösungen zur Optimierung des Stromnetzes erforscht.
Die GB300 NVL72 bietet 1,5-mal mehr KI-Leistung als ihr Vorgänger und erhöht die Umsatzmöglichkeiten von Blackwell für KI-Fabriken im Vergleich zu NVIDIA Hopper um das 50-fache.
- New GB300 NVL72 delivers 1.5x more AI performance than previous generation
- 50x increase in Blackwell's revenue opportunity for AI factories vs. Hopper
- Early adoption agreement with Google Cloud for new GPU products
- Strategic expansion into robotics, drug discovery, and energy grid optimization markets
- None.
Insights
The collaboration between NVIDIA, Alphabet, and Google represents a significant validation of NVIDIA's AI infrastructure leadership. The announcement that Google Cloud will be among the first to adopt NVIDIA's next-generation GB300 NVL72 and RTX PRO 6000 Blackwell GPUs is particularly noteworthy. This early adoption by a major cloud provider ensures continued high-margin revenue streams for NVIDIA's most advanced products.
The breadth of collaboration across multiple Alphabet subsidiaries (Google DeepMind, Isomorphic Labs, Intrinsic, X's Tapestry) indicates a deep, multi-faceted relationship that extends beyond simple vendor-client dynamics. NVIDIA's technology stack - including Omniverse, Cosmos, and Isaac platforms - is becoming increasingly embedded throughout Alphabet's AI initiatives.
What's most telling is that despite Google developing its own TPU chips, they continue relying on NVIDIA's solutions for their most demanding AI workloads. This reaffirms NVIDIA's technical moat in AI acceleration. The article notes that Blackwell increases the "revenue opportunity by 50x for AI factories" compared to previous generations, suggesting substantial growth potential as this architecture rolls out.
The expansion into specialized applications like drug discovery with Isomorphic Labs and energy grid optimization with X's Tapestry represents NVIDIA's growing footprint across vertical industries beyond traditional computing. This diversification into high-value sectors should help maintain NVIDIA's growth trajectory as AI adoption accelerates across these domains.
This partnership represents a strategic deepening of NVIDIA's ecosystem play. By optimizing Google's open Gemma models for NVIDIA GPUs and becoming the first adopter of Google's SynthID watermarking technology, NVIDIA is strengthening its position at multiple layers of the AI stack - not just hardware.
The robotics initiatives are particularly significant. The collaboration to support NVIDIA Isaac Manipulator foundation models within Intrinsic Flowstate creates a pathway for NVIDIA to become the standard backend for industrial robotics AI. This addresses a massive untapped market, as the article notes that "the majority of the world's installed industrial robots are manually programmed." Foundation models for robotics could dramatically accelerate adoption by reducing development complexity.
The Newton physics engine collaboration with Google DeepMind and Disney Research, accelerated by NVIDIA's Warp framework, delivers a stated 70x performance improvement over existing GPU-accelerated simulators. This positions NVIDIA as the essential platform for robotics simulation and training.
The integration between NVIDIA's technologies and Alphabet's research teams represents a powerful alignment of complementary capabilities. NVIDIA provides the computational foundation while Alphabet's specialized teams apply domain expertise in areas like drug discovery and grid optimization. This partnership model allows NVIDIA to extend its reach into specialized markets without having to develop deep vertical expertise internally - a capital-efficient approach to market expansion that leverages NVIDIA's core strengths while accessing new revenue opportunities.
Joint Initiatives Span Infrastructure and Open Model Optimizations, Offer Major Strides in Robotics, Drug Discovery and More
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 Models
Google 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 Robots
Intrinsic 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 Challenges
Isomorphic 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 Infrastructure
Building 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 NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in accelerated computing.
For further information, contact:
Cliff Edwards
NVIDIA Corporation
+1-415-699-2755
cliffe@nvidia.com
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