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

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

  • 18.03.2025 00:00
  • manilatimes.net
  • Keywords: AI, Collaboration

NVIDIA, Alphabet, and Google are collaborating on advancing agentic AI in areas like robotics, drug discovery, and green energy. Their partnership leverages NVIDIA GPUs and Google's AI tools for optimized model performance and infrastructure advancements.

Alphabet ProductsAlphabet ReportsNvidia ReportsNVDAsentiment_satisfiedGOOGLsentiment_satisfied

Estimated market influence

NVIDIA

NVIDIA

Positivesentiment_satisfied
Analyst rating: Strong buy

Leading in AI infrastructure and technology, NVIDIA is collaborating with Alphabet and Google on multiple projects including drug discovery, robotics, and green energy. They are adopting advanced AI technologies like SynthID for content transparency and optimizing models such as Gemma for better performance.

Alphabet

Alphabet

Positivesentiment_satisfied
Analyst rating: Buy

As the parent company of Google and other tech entities, Alphabet is deeply involved in AI collaborations with NVIDIA. Their subsidiaries like DeepMind and Intrinsic are working on significant projects in robotics and drug discovery.

Google

Positivesentiment_satisfied
Analyst rating: N/A

Google, a subsidiary of Alphabet, is collaborating with NVIDIA on various AI initiatives, including the use of NVIDIA GPUs for their cloud services and optimizing models like Gemma. Sundar Pichai's leadership highlights their commitment to advancing AI.

DeepMind

Positivesentiment_satisfied
Analyst rating: N/A

A subsidiary of Alphabet, DeepMind is working with NVIDIA on building trust in generative AI through content transparency and optimizing models for better performance.

Isomorphic Labs

Positivesentiment_satisfied
Analyst rating: N/A

Partnership with NVIDIA to optimize Gemini-based workloads on NVIDIA accelerated computing via Vertex AI, enhancing their capabilities in AI model development.

Intrinsic

Positivesentiment_satisfied
Analyst rating: N/A

An Alphabet company focused on adaptive AI for robotics. Collaborating with NVIDIA to develop advanced robot grasping capabilities and integrate with Omniverse for real-time visualization.

X (Google's moonshot factory)

Positivesentiment_satisfied
Analyst rating: N/A

Working with NVIDIA on Tapestry, an AI project for the electric grid, aiming to enhance grid simulations and optimize energy infrastructure.

Disney Research

Positivesentiment_satisfied
Analyst rating: N/A

Collaborating with NVIDIA and Alphabet's DeepMind to develop Newton, an open-source physics engine accelerated by NVIDIA frameworks, enhancing robotics machine learning workloads.

Google Cloud

Positivesentiment_satisfied
Analyst rating: N/A

Adopting NVIDIA's latest GPU solutions like GB300 NVL72 and RTX PRO 6000 Blackwell Server Edition to enhance AI infrastructure for customers. Leading in offering Blackwell-based instances.

Gemma

Positivesentiment_satisfied
Analyst rating: N/A

Optimized by NVIDIA GPUs, Gemma is a family of lightweight open models enhanced through collaboration with Google DeepMind and NVIDIA.

Context

Analysis and Summary: NVIDIA, Alphabet, and Google Collaboration on Agentic AI

Collaboration Overview

  • Partners: NVIDIA, Alphabet (Google), and Google Cloud
  • Focus Areas: Agentic AI, robotics, drug discovery, green energy, and physical AI adoption
  • Key Projects:
    • Intrinsic Flowstate for universal robot grasping.
    • Disney Research collaboration on Newton physics engine, accelerating MuJoCo simulations by 70x.
    • Google DeepMind's SynthID technology for embedding digital watermarks in AI-generated content.

Developing Responsible AI and Open Models

  • SynthID: Embeds digital watermarks to preserve integrity of AI-generated outputs, safeguarding against misinformation.
  • Gemma Optimization: NVIDIA integrates Google's Gemma models on its GPUs, enhancing performance via TensorRT-LLM.
  • Vertex AI Collaboration: Optimizes Gemini-based workloads for NVIDIA accelerated computing.

The Age of Intelligent Robots

  • Intrinsic Flowstate: Partners with NVIDIA to reduce robot application development time by 1.5x.
  • OpenUSD Framework: Enables real-time visualization of robot workcells across platforms via NVIDIA Omniverse.

Applying Innovation to Real-World Challenges

  • Drug Discovery: Google DeepMind's Isomorphic Labs uses AI on NVIDIA GPUs for scalable drug design.
  • Green Energy: X's Tapestry project explores AI solutions for grid simulation and modernization, targeting sustainable energy infrastructure.

The Next Generation of AI-Optimized Infrastructure

  • NVIDIA Blackwell GPUs: Google Cloud deploys NVIDIA GB300 NVL72 and RTX PRO 6000 Blackwell Server Edition.
  • Performance Metrics:
    • GB300 NVL72 delivers 1.5x more AI performance than GB200 NVL72.
    • Blackwell Ultra increases revenue opportunity by 50x compared to Hopper-based systems.

Financial and Market Impact

  • Revenue Growth: NVIDIA's Blackwell architecture positions it as a leader in AI infrastructure, with significant revenue potential.
  • Strategic Investments: Alphabet's commitment to AI research and infrastructure underscores its leadership in the AI race.

Competitive Dynamics

  • NVIDIA's Dominance: Reinforces NVIDIA's position as the leading GPU provider for AI workloads across industries.
  • Google Cloud's Advantage: Early adoption of NVIDIA GPUs gives Google Cloud a competitive edge in AI services.

Long-Term Effects and Regulatory Implications

  • AI Democratization: Open models like Gemma and advancements in generative AI could lower barriers to entry for developers globally.
  • Regulatory Focus: SynthID's watermarking technology may influence future regulations on AI-generated content authenticity.

This collaboration highlights the transformative potential of agentic AI across industries, with significant implications for competition, innovation, and regulatory frameworks in the AI sector.