Cloud AI Today - NVIDIA Google Partnership Advances AI Innovation and Infrastructure

NVIDIA, Alphabet, and Google have announced new collaborations to advance the field of agentic and physical AI. These initiatives, revealed at the NVIDIA GTC global AI conference, aim to democratize access to AI tools and accelerate development in areas such as robotics, drug discovery, and energy optimization. By leveraging NVIDIA's platforms like Omniverse and Isaac, and integrating Google's advanced AI systems, the partnership seeks to enhance the trust and performance of generative AI applications. Google Cloud will implement NVIDIA's latest GPU technologies to support these advancements, further pushing the boundaries of AI infrastructure and innovation.

• Alphabet (NasdaqGS:GOOGL) last closed at $162.80 down 0.7%.

Elsewhere in the market, DCI Indonesia (IDX:DCII) was a notable mover up 20% and ending trading at IDR166,725.00. At the same time, IonQ (NYSE:IONQ) lagged, down 9.3% to end the day at $21.14. On Thursday, IonQ announced a collaboration with Ansys demonstrating quantum computing's advantage in accelerating medical device design simulations.

Alphabet's strategic advancements in AI and cloud expansion are fast driving revenue and margin growth. Discover the full narrative on Alphabet's growth prospects by clicking here.

Don't miss our Market Insights article 'DeepSeek and Trump’s EOs' which explores the shocking implications of DeepSeek's AI developments, highlighting the potential upheaval in the Cloud AI landscape.

Best Cloud AI Stocks

• Microsoft (NasdaqGS:MSFT) finished trading at $386.84 down 0.3%, near its 52-week low. Microsoft is advancing in cloud AI through strategic collaborations announced 1–2 days ago, such as integrating AI into utility operations with Itron and enhancing CRM solutions with Ellucian, alongside expanding AI infrastructure investments with partners.
• Apple (NasdaqGS:AAPL) settled at $214.10 down 0.5%.
• Super Micro Computer (NasdaqGS:SMCI) finished trading at $39.10 down 2.5%. On Tuesday, the company announced new AI and storage systems utilizing NVIDIA technology to enhance performance and efficiency for high-performance computing workloads.

Taking Advantage

• Click here to access our complete index of 156 Cloud AI Stocks, which features LTIMindtree, Quanta Computer and Alibaba Group Holding.
• Curious About Other Options? This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "UPDATE -- NVIDIA, Alphabet and Google Collaborate on the Future of Agentic and Physical AI" from NVIDIA on GlobeNewswire (published 19 March 2025)

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