NVIDIA Forms Cloud AI Partnerships — Virtualization Review

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NVIDIA Forms Cloud AI Partnerships

With cloud computing and AI being natural partners, it’s not surprising that AI hardware powerhouse NVIDIA’s big GTC 2025 conference yesterday featured several cloud partnerships.

Partners ranged from big players like Oracle, HPE and Google to smaller industry organizations. Here’s a summary of what’s new for cloud and AI in the NVIDIA ecosystem.

HPE
At NVIDIA GTC 2025, HPE announced an expansion of HPE Private Cloud AI, integrating support for the NVIDIA AI Data Platform to accelerate AI-driven business intelligence. This collaboration aims to provide enterprises with a turnkey solution for processing and leveraging data for AI applications.

HPE Private Cloud AI, powered by HPE GreenLake, will now offer a seamless, self-service cloud experience that taps into NVIDIA’s accelerated computing, networking, AI software, and enterprise storage. The integration enables continuous data processing to enhance AI workloads.

Additionally, HPE and NVIDIA’s co-development efforts will enable fast deployment of AI models and frameworks, including NVIDIA AI-Q Blueprints and NVIDIA NIM microservices, supporting advanced models like NVIDIA Llama Nemotron with reasoning capabilities.

Specifically, updates for HPE Private Cloud AI include:

New HPE Private Cloud AI developer system: A new developer system adds an instant AI development environment to the HPE Private Cloud AI portfolio. Powered by NVIDIA accelerated computing, it includes an integrated control node, end-to-end AI software and 32TB of integrated storage.

Unified, seamless edge-to-cloud data access: HPE Data Fabric Software is the backbone of the HPE Private Cloud AI data lakehouse and a new unified data layer from HPE. HPE Data Fabric ensures AI models are consistently supplied with optimized, high-quality structured, unstructured and streaming data across hybrid cloud environments.

Accelerated time to value with pre-validated NVIDIA Blueprints: HPE Private Cloud AI now supports rapid deployment of NVIDIA blueprints enabling instant productivity from NVIDIA’s extensive library of agentic and physical AI applications. With pre-validated blueprints including the Multimodal PDF Data Extraction Blueprint and Digital Twins Blueprint, HPE Private Cloud AI simplifies complex AI workloads providing increased performance and faster time to value.

Oracle
Oracle news concerned integration of NVIDIA AI Enterprise with Oracle Cloud Infrastructure (OCI) along with Oracle and NVIDIA enhancing agentic AI inference capabilities. Here are summaries of both:

Integration of NVIDIA AI Enterprise with OCI: Oracle is integrating NVIDIA AI Enterprise — a comprehensive, cloud-native AI software platform — into OCI. This integration will provide customers with native access to over 160 AI tools and more than 100 NVIDIA NIM™ microservices directly through the OCI Console, streamlining the development and deployment of AI applications. Notably, this integration supports various deployment models, including public regions, government clouds, sovereign clouds, OCI Dedicated Region, Oracle Alloy, OCI Compute Cloud@Customer, and OCI Roving Edge Devices. This flexibility enables organizations to meet specific security, sovereignty, regulatory, and compliance requirements when implementing AI solutions. “NVIDIA AI Enterprise provides the building blocks for developers creating modern AI applications,” said Justin Boitano, vice president of Enterprise Software Products, NVIDIA, in an Oracle announcement. “Oracle’s integration of NVIDIA AI Enterprise on the OCI Console will deliver a seamless experience to speed the development and deployment of generative, agentic, and physical AI across local regions.”

Enhancing Agentic AI Inference Capabilities: In a pioneering effort, Oracle and NVIDIA are combining NVIDIA’s accelerated computing and inference software with Oracle’s AI infrastructure and generative AI services to expedite the creation of agentic AI applications. This collaboration facilitates the rapid deployment of advanced AI reasoning models, including the latest NVIDIA Llama Nemotron models. By making NVIDIA AI Enterprise available as a deployment image for OCI bare-metal instances and Kubernetes clusters, customers can efficiently access and utilize these AI tools. This integration aims to simplify the development process and accelerate the deployment of agentic AI applications across various industries. “Oracle and NVIDIA are perfect partners for the age of reasoning — an AI and accelerated computing company working with a key player in processing much of the world’s enterprise data,” said Jensen Huang, founder and CEO of NVIDIA, in an announcement. “Together, we help enterprises innovate with agentic AI to deliver amazing things for their customers and partners.”

NVIDIA, Alphabet and Google
NVIDIA, Alphabet and Google are collaborating on the future of agentic and physical AI with joint initiatives spanning infrastructure and open model optimizations, making major strides in robotics, drug discovery and more. Specifically, the three companies announced new initiatives to advance agentic AI (autonomous systems) and physical AI (robotics) across industries like healthcare, manufacturing, and energy. These efforts include using AI for drug discovery, optimizing energy grids, and developing robots with advanced grasping skills.

New developments also include:

Collaboration Tools and Platforms: The collaboration leverages NVIDIA’s platforms such as Omniverse, Cosmos, and Isaac, alongside contributions from Alphabet’s subsidiaries like Google DeepMind, Isomorphic Labs, Intrinsic, and X’s moonshot Tapestry.

Google Cloud Integration: Google Cloud will adopt NVIDIA’s latest GPUs, including the GB300 NVL72 rack-scale solution and RTX PRO 6000 Blackwell Server Edition GPU, to power research and AI production efforts.

SynthID Integration: NVIDIA will be the first external adopter of Google DeepMind’s SynthID technology, which embeds digital watermarks into AI-generated content (images, audio, text, video) to ensure content transparency and combat misinformation.

Gemma Optimization: NVIDIA collaborated with Google DeepMind to optimize lightweight Gemma models for NVIDIA GPUs. These models are now available as microservices via NVIDIA’s AI platform for enhanced inference performance.

Robotics Innovations: Intrinsic (an Alphabet company) integrated NVIDIA Isaac foundation models into its Flowstate platform to enable adaptive robotic grasping capabilities. NVIDIA and Google DeepMind also partnered with Disney Research to develop Newton, an open-source physics engine for robotics simulation.

Real-World Applications: The partnership aims to address global challenges using advanced AI models in areas like smarter energy grids, improved drug discovery processes, and more capable robotics.

Stay tuned for more AI news in the cloud coming out of the five-day GTC conference.