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

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

  • 18.03.2025 16:00
  • finanznachrichten.de
  • Keywords: AI

NVIDIA, Alphabet, and Google are collaborating to advance agentic and physical AI across industries like healthcare and manufacturing. Their partnership focuses on developing tools for robotics, drug discovery, and energy optimization, with NVIDIA adopting Google's SynthID technology for AI content protection.

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Estimated market influence

NVIDIA

NVIDIA

Positivesentiment_satisfied
Analyst rating: Strong buy

Leading in AI advancements with Alphabet and Google.

Alphabet

Alphabet

Positivesentiment_satisfied
Analyst rating: Buy

Collaborating on AI projects, including drug discovery and robotics.

Context

NVIDIA, Alphabet, and Google Collaboration on Agentic and Physical AI

Collaboration Overview

  • Partnership Focus: Advancing AI, democratizing access to AI tools, and transforming industries like healthcare, manufacturing, and energy.
  • Key Platforms Used: NVIDIA Omniverse, NVIDIA Cosmos, NVIDIA Isaac, and Google DeepMind technologies.
  • Milestones Discussed: Shared at NVIDIA GTC 2025 conference.

Responsible AI and Open Models

  • SynthID Technology:

    • Google DeepMind's SynthID embeds digital watermarks into AI-generated content to prevent misinformation and misattribution.
    • NVIDIA will be the first external user of SynthID for safeguarding outputs from NVIDIA Cosmos foundation models.

  • Gemma Optimization:

    • Gemma, Google's lightweight open model family, optimized for NVIDIA GPUs via NVIDIA TensorRT-LLM library.
    • Gemma 3 launch marks a significant leap in open innovation and accessibility for developers.

Intelligent Robots and AI Development

  • Intrinsic Flowstate Collaboration:

    • Partnership to build universal robot grasping capabilities using foundation models, reducing development time by enabling adaptable AI.
    • Early OpenUSD framework integration with NVIDIA Omniverse for real-time visualization of robot workcells.

  • Disney Research Collaboration:

    • Co-developing Newton, an open-source physics engine accelerated by NVIDIA Warp, enhancing MuJoCo performance by over 70x.

Real-World Applications

  • Drug Discovery:

    • Isomorphic Labs uses AI on Google Cloud with NVIDIA GPUs to advance drug design and development for human health.

  • Energy Grid Innovation:

    • Tapestry (X's moonshot) explores AI solutions for electric grid simulations, aiming to optimize interconnection processes and enhance sustainability.

Next-Generation AI Infrastructure

  • Hardware Adoption:

    • Google Cloud adopts NVIDIA GB300 NVL72 rack-scale solution and RTX PRO 6000 Blackwell Server Edition GPUs.
    • These GPUs deliver 1.5x more AI performance than previous models (GB200 NVL72) and enable universal computing across industries.

  • Performance Metrics:

    • NVIDIA Blackwell architecture increases revenue opportunities by 50x compared to Hopper-based systems.

Market Implications and Strategic Considerations

  • Industry Impact: Democratizing AI tools could lower barriers for businesses, accelerating adoption in healthcare, manufacturing, and energy.
  • Competitive Dynamics: Strengthening NVIDIA and Google Cloud's positions as leaders in AI infrastructure and cloud services.
  • Sustainability Focus: Collaboration on energy grid AI solutions aligns with global sustainability goals.

Long-Term Effects and Regulatory Implications

  • Trust and Transparency: SynthID and content transparency initiatives build trust in generative AI, addressing regulatory concerns around misinformation.
  • Open Innovation: Partnerships like Gemma and NVIDIA TensorRT-LLM promote open-source collaboration, fostering ecosystem growth.

Conclusion

The collaboration between NVIDIA, Alphabet, and Google represents a significant step forward in advancing agentic and physical AI. By leveraging cutting-edge technologies and democratizing access to AI tools, the partnership is poised to transform industries, enhance sustainability, and set new standards for responsible AI development.