UiPath Inc (NYSE: PATH) opened more than 20% up this morning after the software firm unveiled strategic partnerships with four big names – Nvidia, OpenAI, Google, and Snowflake.
The announcement, made during its artificial intelligence (AI) Summit, signals a bold expansion into agentic automation – where AI agents can autonomously execute complex workflows.
Investors responded swiftly, sending UiPath stock to its highest level in months on optimism that these alliances will accelerate enterprise adoption and position the company as a key player in the evolving AI stack.
Why Nvidia partnership is positive for UiPath stock
Teaming up with Nvidia will enable UiPath to leverage its NIM microservice and GPU-accelerated infrastructure to deploy and scale AI agents more efficiently.
By integrating with the giant’s AI Enterprise software, UiPath can offer enterprises faster model inference and orchestration across hybrid environments.
This will boost PATH’s appeal to large-scale customers seeking performance and reliability.
“Together, we’re enabling the next generation of intelligent automation”, – said Manuvir Das, the vice president of enterprise computing at Nvidia, in a press release today.
In short, the collaboration strengthens UiPath’s technical backbone, making its platform much more attractive to developers and IT buyers, which may drive PATH stock price higher over time.
What OpenAI deal means for PATH shares in 2025
UiPath’s integration with San Francisco-headquartered OpenAI brings GPT-powered capabilities directly into its automation workflows.
This means users can build agents that understand and respond to natural language, summarise documents, and generate content – all within PATH’s platform.
OpenAI partnership democratizes access to advanced large language models (LLMs) for enterprise users, enabling more intuitive automation design.
“We’re making it easier for anyone to build powerful AI agents,” Graham Sheldon, UiPath’s chief of product, told investors on Tuesday.
UiPath shares soared over 20% on the OpenAI alliance today because it adds a layer of intelligence that resonates with investors betting on generative AI’s enterprise monetisation.
How Snowflake alliance may help UiPath shares
Snowflake’s partnership also contributed notably to PATH’s rally this morning as it enables the company’s agents to interact directly with enterprise data stored in Snowflake’s Data Cloud.
This means automation workflows can now be triggered by real-time data changes – improving responsiveness and precision.
By embedding Snowflake-native apps, UiPath positions itself as a bridge between data engineering and operational automation.
According to Rob Enslin, the chief executive of UiPath, “this unlocks a new class of intelligent workflows.”
The integration appeals to data-centric enterprises and reinforces PATH’s role in the AI ecosystem.
PATH stock rallies on Google Cloud partnership
UiPath Inc’s collaboration with Google Cloud focuses on integrating Vertex AI and Gemini models into its automation suite.
This allows customers to tap into the giant’s robust AI tooling for tasks like document processing, customer support, and data extraction.
The partnership also enhances PATH’s cloud-native capabilities, aligning with enterprise migration trends.
“UiPath is helping customers operationalise AI faster,” said Google Cloud VP June Yang.
Synergy between Google’s infrastructure and UiPath’s automation workflows adds scalability and credibility – two factors that could contribute to a lasting rally in PATH stock.
Significance of the Gemini deal for UiPath Inc
UiPath’s integration with Google’s Gemini model brings advanced conversational AI directly into its automation agents.
This helps users to leverage natural language to interact with workflows – asking questions, giving instructions, and receiving contextual responses.
Gemini’s multimodal capabilities also enable agents to process text, images, and code, expanding PATH’s use cases across customer service, HR, and IT support.
“Gemini helps us make automation more human-centric,” said UiPath Inc’s chief product officer Graham Sheldon in a press release today.
By embedding Gemini, PATH enhances accessibility and user experience, which strengthens its enterprise value proposition and supports the bullish momentum behind the UiPath stock price rally.
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