AI-driven chipmaker Nvidia (NVDA) and tech giant Alphabet’s (GOOGL) Google have expanded their longstanding partnership at GTC 2025 to further push the boundaries of AI advancements. The GTC (GPU Technology Conference) is Nvidia’s flagship annual event, showcasing the latest advancements in AI, machine learning, robotics, and high-performance computing. NVDA stock gained nearly 2% on Wednesday after an eventful day at GTC 2025.
Tech Giants Unite
Nvidia and Google have come a long way since their partnership in the early days of Android to some groundbreaking AI innovations across Alphabet. In the latest expansion, the companies unveiled new initiatives to broaden AI access, accelerate physical AI development, and transform industries like healthcare, manufacturing, and energy.
Specifically, to support AI research and production for its clients, Alphabet’s Google Cloud will be an early adopter of NVIDIA’s newly unveiled GB300 NVL72 rack-scale solution and the RTX PRO 6000 Blackwell Server Edition GPU, both introduced at GTC 2025. Additionally, Nvidia will be the first industry partner to implement SynthID, an AI technology developed by Google DeepMind. SynthID embeds digital watermarks into AI-generated content, including images, audio, text, and video, to enhance authenticity and traceability.
Sundar Pichai, CEO of Google and Alphabet, shared his excitement about the next phase as the companies now advance towards agentic AI, robotics, and expanding AI accessibility worldwide. Similarly, Nvidia’s CEO Jensen Huang highlighted the company’s strong partnership with Alphabet, emphasizing the collaboration’s impact on solving major challenges, from drug discovery to robotics.
This announcement underscores the companies’ shared vision to push the boundaries of AI, with a focus on real-world applications.
Is Nvidia a Good Buy Right Now?
Turning to Wall Street, analysts remain highly bullish on Nvidia’s stock, citing its dominant market share in AI chips and strong future demand.
According to TipRanks, NVDA stock has a Strong Buy rating based on 39 Buys and three Holds assigned in the last three months. At $176.81, the Nvidia average share price target implies a 50.45% upside potential.
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