Alphabet Strengthens Nvidia Ties As Google Cloud Rolls Out Blackwell-Powered AI Infrastructure - Alphabet (NASDAQ:GOOGL)
Benzinga·2026-01-14 08:33

Core Insights - Alphabet Inc. has expanded its partnership with Nvidia Corp to deploy Nvidia's Blackwell-based AI systems through Google Cloud, targeting advanced enterprise and government workloads [1][4]. Group 1: Google Cloud and Nvidia Partnership - Google Cloud is one of the first cloud providers to offer Nvidia's Blackwell AI platform, providing access to next-generation GPUs and rack-scale systems for demanding workloads [2]. - The infrastructure includes accelerator-optimized virtual machines such as A4X, A4, and G4, aimed at powering large-scale AI models and scientific simulations [3]. Group 2: Focus on Security-Sensitive Sectors - The partnership emphasizes regulated sectors, allowing organizations to run Google's Gemini AI models on-premises, supporting confidential computing to protect data and AI models [4]. - This setup is particularly beneficial for government, healthcare, and financial institutions that require stringent data protection [4]. Group 3: Integration and Applications - Nvidia's AI platform is integrated across Google Cloud services, including Vertex AI and Google Kubernetes Engine, enabling developers to train and deploy AI applications at various abstraction levels [5]. - The collaboration also focuses on open frameworks and models, with applications in robotics, drug discovery, energy grid optimization, and digital twin simulations [6]. Group 4: Market Performance - Alphabet's Class A shares increased by 1.24% in regular trading and 0.38% in after-hours trading, while Class C shares rose by 1.11% and 0.46% respectively [7]. - Nvidia shares gained 0.47% during the regular session, closing at $185.81, before a slight decline in after-hours trading [7].

Alphabet Strengthens Nvidia Ties As Google Cloud Rolls Out Blackwell-Powered AI Infrastructure - Alphabet (NASDAQ:GOOGL) - Reportify