TLDRs;
- Google integrates Intrinsic to expand industrial AI and robotics capabilities
- Intrinsic will collaborate with DeepMind using Google’s Gemini AI and cloud tools
- The company aims to make robotics more accessible across manufacturing and development
- Investors respond positively as GOOGL stock rises on robotics growth prospects
Shares of Google (GOOGL) gained traction on Wednesday following the announcement that Alphabet-owned robotics software company Intrinsic is joining Google.
The move marks a significant step for the tech giant as it deepens its focus on physical AI, aiming to make industrial robotics more efficient and accessible.
Intrinsic will continue operating as a distinct entity within Google, but it will work closely with Google DeepMind and leverage the company’s Gemini AI models and cloud infrastructure. Alphabet has not disclosed financial terms for the integration.
Intrinsic’s Growth and Strategic Acquisitions
Intrinsic emerged as an independent Alphabet-owned company in 2021 after developing for five years within Alphabet’s X moonshot division, joining the ranks of other successful spinouts like Waymo and Wing. Led by CEO Wendy Tan White, Intrinsic has rapidly expanded its capabilities, acquiring robotics software company Vicarious in 2022 and several for-profit divisions from Open Robotics, a nonprofit focused on robotics platforms.
Despite its growth, Intrinsic underwent a workforce reduction in January 2023, laying off roughly 20% of its staff. The company rebounded with its first major product, Flowstate, a platform designed to enable developers with limited robotics experience to create workflows efficiently. In late 2025, Intrinsic also launched its Vision AI model, further strengthening its software capabilities.
Partnering With Google for Advanced Manufacturing
The integration with Google positions Intrinsic to accelerate its ambitions in advanced manufacturing. The company previously announced a joint venture with Foxconn to develop general-purpose intelligent robots, aiming for fully automated electronics production. By combining Google’s AI infrastructure with Intrinsic’s robotics expertise, the company plans to expand the reach of physical AI for developers and manufacturing businesses alike.
“Combined with Google’s incredible AI and infrastructure, we’re going to unlock the promise of physical AI for a much broader set of manufacturing businesses and developers,” Tan White said in a company blog post. “This will fundamentally shift production, from its economics to operations, and enable truly advanced manufacturing.”
Market Reacts to Robotics Expansion
Investors reacted positively to the news, with GOOGL stock rising as the market anticipates increased adoption of AI-driven robotics solutions. Industry experts, including Nvidia CEO Jensen Huang and Qualcomm CEO Cristiano Amon, have highlighted physical AI as the next frontier for monetization and technological advancement.
By bringing Intrinsic closer to its AI core, Google strengthens its position in the industrial and enterprise robotics market. Analysts believe the move could attract more manufacturing partners, improve workflow efficiencies, and accelerate the deployment of AI-enabled robotics globally.
With Intrinsic operating under Google while retaining its brand identity, the company is set to continue innovating at the intersection of software, AI, and robotics hardware. The integration signals a broader trend among tech giants seeking to expand the practical applications of AI beyond software and into physical, industrial environments.
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