Nvidia’s (NVDA) GTC 2026 showcased a wave of new partnerships across AI, robotics, and advanced computing. These collaborations are set to drive growth for several companies in Nvidia’s ecosystem. Here are three tech stocks, CrowdStrike (CRWD), Amazon (AMZN), and Adobe (ADBE), that could benefit from these strategic partnerships.

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For context, GTC (GPU Technology Conference) is Nvidia’s annual event showcasing the latest in AI, machine learning, and high-performance computing. This year’s four-day conference is taking place from March 16–19 in San Jose, California.

1. CrowdStrike (CRWD)

CrowdStrike and Nvidia announced a new security setup that combines CrowdStrike’s Falcon platform with NVIDIA OpenShell to protect autonomous AI agents, whether running on DGX Spark or in the cloud. Called the Secure-by-Design AI Blueprint, the system builds security directly into the AI agent stack. It gives organizations visibility, control, and governance over autonomous systems from development to runtime.

This partnership positions CrowdStrike as a key player in securing the rapidly growing AI and autonomous agent market. By integrating its Falcon platform with Nvidia’s AI stack, CrowdStrike can expand into next-generation AI security, attracting enterprise clients that need trusted protection for on-device and cloud-based AI systems. For investors, this highlights potential revenue growth from a high-demand market and strengthens CrowdStrike’s reputation as a leader in cybersecurity.

2. Amazon (AMZN)

Amazon’s cloud unit AWS and NVIDIA announced an expanded partnership with new technology integrations to meet rising AI compute demand. Starting in 2026, Amazon will deploy over 1 million Nvidia GPUs across its cloud regions, including support for the new RTX PRO 4500 Blackwell Server Edition—making AWS the first major cloud provider to offer it. Amazon says running Apache Spark on its cloud using the new G7e instances with NVIDIA RTX PRO 6000 GPUs will be three times faster, making big data and AI tasks much quicker and more efficient.

For investors, this indicates that AWS is doubling down on AI infrastructure, which could drive stronger adoption of cloud AI services and potentially boost long-term revenue growth for Amazon.

Amazon and Nvidia also announced a partnership to bring a multimodal Alexa Custom Assistant to cars using Nvidia DRIVE AGX, with demonstrations planned for automakers in early 2027.