3 Tech Stocks That Could Profit from Nvidia GTC 2026 Deals

Nvidia’s NVDA +1.65% ▲ 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 -4.06% ▼ , Amazon AMZN +1.96% ▲ , and Adobe ADBE +1.02% ▲ , 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 -4.06% ▼ **

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 +1.96% ▲ **

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.

Trade NVDA with leverage

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.

**3. Adobe ADBE +1.02% ▲ **

At GTC 2026, Adobe and Nvidia announced a strategic partnership to develop next-generation AI models that offer precise, high-quality, and interactive creation tools. The partnership will combine Adobe’s creative tools and Firefly models with Nvidia’s advanced computing, libraries, and agentic AI software.

As part of the collaboration, Adobe is rolling out a cloud-based 3D digital twin solution in public beta. It creates virtual copies of physical products that act as permanent digital identities for marketing and commerce. Using Nvidia’s Omniverse™ libraries and OpenUSD workflows, Adobe makes it easier to produce automated, high-quality 3D marketing content.

This partnership positions Adobe at the forefront of generative AI in the creative and marketing industries. By integrating Nvidia’s AI technology, Adobe can offer more advanced, enterprise-grade workflows, potentially attracting more business and driving revenue growth. For investors, this could boost confidence in Adobe’s long-term growth and innovation, especially as AI adoption accelerates across media and enterprise sectors.

CRWD, AMZN, ADBE: Which Stock Has the Most Upside According to Analysts?

Using TipRanks’ Stock Comparison Tool, we compared ADBE, AMZN, and CRWD to see which stock analysts favor. Both AMZN and CRWD carry Strong Buy ratings, while ADBE is rated Hold.

When it comes to potential price gains, AMZN stands out, offering the highest upside of over 30%.

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