Nvidia Builds Europe's First Industrial AI Cloud
The cloud will handle every step of production, from design and engineering simulation to factory digital twins and autonomous robotics, giving European OEMs a turnkey path to AI-driven operations.
Several blue-chip customers have already signed on: BMW Group, Maserati, Mercedes-Benz and Schaeffler will use Nvidia-accelerated applications to simulate product lifecycles, optimize factory layouts and automate logistics at scale.
By adhering to the Omniverse Blueprint for AI factory designcomplete with Cadence's Reality Digital Twin Platformengineering teams can model the entire facility in a virtual environment before breaking ground. CEO Jensen Huang calls this the next industrial revolution, promising a tenfold boost in compute capacity for European industry over the next two years.
Why It Matters: Embedding AI infrastructure directly into manufacturing hubs will slash development cycles, cut capital costs and help Europe retain its competitive edge against Asia's mass-production juggernauts.
That said, Nvidia is sitting comfortably, with analysts projecting a 12-month price target of $174.71 nearly 22% higher than current levels. The spread is wide, though, with bullish forecasts reaching up to $372.90 and more cautious estimates around $100. The chart shows a relatively stable ride over the past year, but expectations are clearly skewing optimistic heading into 2026. Investors seem to be betting big on AI-driven growth.
This article first appeared on GuruFocus.
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