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Feb 26, 2026
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Alphabet has officially transitioned Intrinsic from its Other Bets portfolio into Google to form a distinct group focused on industrial automation. This strategic shift aims to combine Intrinsic’s robotics platform with Google’s frontier AI research and infrastructure. By moving closer to the core of Google, the team can now scale physical AI across manufacturing and logistics sectors more effectively.
The move allows Intrinsic to leverage Google DeepMind and Gemini models directly to solve complex real-world tasks. CEO Wendy Tan White noted that combining their intelligent robotics platform with Google’s infrastructure will unlock the promise of physical AI for a broader set of businesses. This integration is expected to fundamentally shift the economics of global production and enable truly advanced manufacturing.
Intrinsic is widely recognized for its Flowstate platform, which functions as a universal development environment for industrial robots. By providing modular robotic behaviors known as skills, the software allows developers to program complex tasks without deep hardware expertise. This approach supports a variety of hardware from major manufacturers like Comau and KUKA.
Recent commercial success has accelerated this transition, notably a major joint venture with Foxconn to automate AI server assembly. The partnership validates Intrinsic’s software in high-demand environments where frequent design changes are common. These complex industrial settings require the adaptive intelligence that Google’s foundation models can now provide with greater cohesion.
Hiroshi Lockheimer, Google’s Chief Product Officer of the Other Bets, emphasized the opportunity in bridging digital and physical worlds. He stated that the merger brings breakthrough AI to industries at scale. This consolidation follows Intrinsic’s previous strategic acquisitions, including Vicarious and the commercial team behind the Robot Operating System (ROS).
This consolidation marks the end of Intrinsic’s era as a standalone experiment and its birth as a core pillar of Google’s enterprise strategy. While Intrinsic was already an Alphabet company, moving it under Google provides the high-performance computing power and research talent necessary to compete with NVIDIA’s Isaac platform and Tesla’s Optimus program. It signals that Google no longer views robotics as a moonshot but as a vital delivery mechanism for its Gemini AI. By integrating the brain of DeepMind with the body of Intrinsic, Google is positioned to turn factories into software-defined environments where robots learn and adapt in real time.
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