logo
Nvidia to develop industrial AI cloud for manufacturers in Europe

Nvidia to develop industrial AI cloud for manufacturers in Europe

Yahoo12-06-2025
Nvidia has announced that it is developing the 'world's first' industrial AI cloud in Germany to support European manufacturers.
This AI factory will feature 10,000 GPUs, including Nvidia DGX B200 systems and RTX PRO Servers, enabling enhancements in design, engineering, simulation, digital twins, and robotics.
European manufacturers like BMW Group, Maserati, Mercedes-Benz, and Schaeffler are leveraging Nvidia-accelerated applications from software providers such as Ansys, Cadence, and Siemens to transform their product lifecycles.
These applications facilitate simulated product design, factory planning, AI-driven operations, and logistics.
The AI factory will utilise Nvidia CUDA-X libraries, RTX, and Omniverse-accelerated workloads, following the Nvidia Omniverse Blueprint for AI factory design.
Cadence's Reality Digital Twin Platform will simulate and optimise the facility in a virtual environment.
Nvidia founder and CEO Jensen Huang said: 'In the era of AI, every manufacturer needs two factories: one for making things, and one for creating the intelligence that powers them.
'By building Europe's first industrial AI infrastructure, we're enabling the region's leading industrial companies to advance simulation-first, AI-driven manufacturing.'
Major software vendors are integrating Nvidia's AI-physics technologies and Omniverse platform to enhance their offerings.
Maserati is using Siemens' Omniverse-powered solutions to visualise airflow over car bodies, while Ansys incorporates Omniverse into its Fluent software for fluid simulations.
Volvo Cars has achieved a 2.5x acceleration in fluid simulations for its EX90 electric vehicle using Ansys Fluent on Nvidia Blackwell GPUs, the company claims.
Cadence's Millennium M2000 Supercomputer, combined with Nvidia technologies, accelerates AI-driven simulations for various industries.
Ascendance has achieved a 20x reduction in simulation runtimes for aviation designs using Cadence Fidelity software and Nvidia GPUs.
Schaeffler is adopting Nvidia's physical AI stack for digital factory planning and robotic training across its more than 100 plants, utilising Siemens' Omniverse applications alongside partners like Microsoft Azure Industrial Cloud.
BMW Group is creating plant-scale digital twins with Nvidia Omniverse libraries for real-time collaboration and autonomous robot development, while Mercedes-Benz is using Omniverse to optimise factory assembly lines.
In May 2025, the company extended its partnership with Foxconn Hon Hai Technology Group to develop an AI factory in Taiwan.
"Nvidia to develop industrial AI cloud for manufacturers in Europe" was originally created and published by Verdict, a GlobalData owned brand.
The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Lindsey Graham's strategy for an end to Russia's war in Ukraine: Peace by pocketbook
Lindsey Graham's strategy for an end to Russia's war in Ukraine: Peace by pocketbook

Politico

time30 minutes ago

  • Politico

Lindsey Graham's strategy for an end to Russia's war in Ukraine: Peace by pocketbook

Trump in early August hiked tariffs on India to 50 percent due to the country's purchasing of Russian oil. Graham claimed that it was those sanctions that drove Putin to acquiesce to the Alaska visit. And going after China — another major consumer of Russian oil — could prove even more pivotal, he said. 'If we take it to the next level and tell China you're next, then I think we can have an end to this war,' Graham said. 'The second most important person on the planet to end this war is President Xi in China. If he went to Putin and said it's time to end this war, I can't help you anymore because you're putting my country at threat, this war would end.' But Trump was far from threatening in his meeting with Putin last week. He rolled out the red carpet for the Russian leader and the two rode together in the presidential limousine. The meeting ended without a ceasefire or even concrete plans for a trilateral talk involving Ukrainian President Volodymyr Zelenskyy. But Graham was quick to attack those who suggested that meant the confab was a failure. Also on Sunday, special envoy Steve Witkoff said that Russia had consented to 'Article 5-like protections' for Ukraine at the conclusion of the war. 'To all these media analysts who say this was a bust, that's ridiculous,' he said. 'We have progress we didn't have before. We have momentum for peace. We'll see where it goes. So I'll leave it up to Trump.' Zelenskyy — and a selection of European leaders — will journey to Washington on Monday to touch base with Trump on what comes next. Graham insisted that Europe, too, must be willing to further sanction Russia in a bid to stop the fighting. 'To our European allies, up your game. Quit complaining about what we're not doing in America and do more yourself,' he said. 'Put tariffs on every country that buys Russian oil and gas cheaply to benefit Putin's war machine. Do what Trump's doing.'

Prediction: 2 Artificial Intelligence (AI) Stocks That Will Be Worth More Than Nvidia by 2030
Prediction: 2 Artificial Intelligence (AI) Stocks That Will Be Worth More Than Nvidia by 2030

Yahoo

time3 hours ago

  • Yahoo

Prediction: 2 Artificial Intelligence (AI) Stocks That Will Be Worth More Than Nvidia by 2030

Key Points Nvidia has been the biggest beneficiary of AI spending among big tech companies. But Amazon and Meta Platforms are two tech giants seeing very strong results from investments in AI, and their future could be even brighter. Both trade at compelling valuations, especially compared to how expensive Nvidia has become. 10 stocks we like better than Amazon › Since October 2022, Nvidia has seen its value increase by more than $4 trillion. To put that into perspective, no other company is even worth $4 trillion today. The huge surge in value for the maker of graphics processing units (GPUs) stems from a few big tech companies spending hundreds of billions on its chips every year. The four biggest hyperscalers are set to spend around $380 billion on AI infrastructure this year, and they have guided for significant steps up in spending next year. Nvidia is set to be the prime beneficiary of that increased spending for some time, but that doesn't mean the stock will continue to climb. Market prices are based on what investors expect in the future, and the expectations for Nvidia remain high. But two other AI stocks look like they could surpass investor expectations, pushing both companies to exceed Nvidia's value by 2030. Can Nvidia keep climbing from here? Continued growth in AI spending is giving investors more and more confidence that Nvidia can keep up its torrid sales growth. The three main public cloud providers all reiterated that demand exceeds computing capacity, which means they will continue to spend growing amounts to meet their customers' needs. Meanwhile, Nvidia is selling chips as fast as it can make them. That led to a 69% rise in revenue in the company's first quarter, and a 59% increase in adjusted income. But it's unlikely to see growth continue at this pace. All four hyperscalers are working on custom silicon solutions for their own AI training. Microsoft is reportedly planning to shift a significant portion of its spending to its Maia300 chip in late 2026. Meta Platforms (NASDAQ: META) is working on expanding the AI workloads that its custom Meta Training and Inference Accelerating (MTIA) chips can handle. And on top of all of that, AMD is starting to show progress in catching up to Nvidia, while continuing to offer excellent price performance. Investors should expect a significant slowdown in sales as Nvidia faces fierce competition for its share of data center servers and it battles with the law of large numbers. As supply-demand forces reach equilibrium, the chipmaker might not be able to command such high gross margins, either. That could weigh on earnings growth. But with the stock currently trading at more than 42 times forward earnings, investors seem to think those risks aren't going to materialize. I think it's more likely they will keep Nvidia from continuing to outperform the market at such a torrid pace, limiting how much more upside there is from here. If investors want to buy shares of a big tech company capitalizing on the growth of AI, the following two industry giants present better value with more upside. In fact, I expect they will both be worth more than Nvidia by 2030. 1. Amazon Amazon (NASDAQ: AMZN) is the largest provider of public cloud computing in the world with Amazon Web Services (AWS), making it one of Nvidia's biggest customers. While the company was caught flat-footed as generative AI took off in 2022, management quickly caught up with the competition thanks in part to its investment in Anthropic. Management continues to see strong demand for its AI services, with revenue more than doubling year over year. However, AWS's scale has masked that strong growth. The cloud services segment generated $116 billion in revenue over the last 12 months. That's roughly 55% larger than its next closest competitor, Microsoft. But AWS's 17% year-over-year growth looks disappointing compared to Microsoft's 39% growth in cloud services last quarter. Nonetheless, Amazon has mostly kept its market share despite strong growth by its competitors. What's more important is that the margin profile on AWS is extremely strong. The operating margin of 36.8% over the last 12 months is up from 33.4% a year ago. And while it took a dip in the second quarter, that's due to the timing of share-based compensation. The long-term trend shows continued improvement in margins. Meanwhile, Amazon's retail business is becoming very profitable in its own right. The North American segment saw its operating margin climb to 7% last quarter while the international segment's margin came in at 3.4%. Strong top-line growth of 11% for both helped, which was bolstered by high-margin ad revenue growth of 22%. The long-term trends favor steady revenue growth across Amazon's businesses with particular strength in its high-margin operations (namely AWS and advertising). That should result in earnings growth well above average. And as its spending growth on AWS slows down, free cash flow should rise to new records by the end of the decade. That gives the company more opportunities to invest for growth, just as it has managed to do throughout its history. The stock currently looks attractive amid a small pullback in price. 2. Meta Platforms Meta is another major Nvidia customer, but unlike Amazon, it only uses Nvidia chips for its own AI needs. In fact, it might be spending more on its own AI needs than any other company in the world. And Meta's second-quarter results are a clear example of why it's willing to spend so much. Sales grew 22% last quarter, and its operating margin expanded 5 percentage points. For some perspective, that's faster revenue growth than both Snap and Pinterest despite being a much bigger force in social media advertising. Meta's AI capabilities are a clear reason for the outperformance. Artificial intelligence has led to better recommendations for both advertisements and organic content. As a result, the company served up more ads and was able to command higher pricing per ad impression. Meanwhile, it's seeing strong uptake of its generative AI tools for ad creation, which makes it easier for marketers to create and test new ideas. There are a number of other opportunities that AI could unlock. Those include AI chatbots for businesses in WhatsApp and Messenger, which could drive increased click-to-message ads in Facebook and Instagram. And management has said its Meta AI chatbot built into its apps now has 1 billion monthly active users, giving it yet another surface to monetize with ads. It only recently started showing ads in WhatsApp and Threads. That should give it room to grow supply as demand increases due to its generative AI tools making advertising easier. Lastly, Meta is at the forefront of development in augmented and virtual reality. AI can unlock a lot of value in an environment that's also aware of your surroundings. The company has already seen strong early adoption of its Meta Glasses with AI built in. Shares look very attractive with an enterprise value around 16 times forward estimates on earnings before interest, taxes, depreciation, and amortization (EBITDA). While depreciation of its data centers will weigh on its margins, the company is proving the investments are paying off with very strong revenue growth and by unlocking a lot of potential profits in the long run. Do the experts think Amazon is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did Amazon make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,070% vs. just 184% for the S&P — that is beating the market by 885.55%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,155!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,106,071!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Adam Levy has positions in Amazon, Meta Platforms, and Microsoft. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Meta Platforms, Microsoft, Nvidia, and Pinterest. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Prediction: 2 Artificial Intelligence (AI) Stocks That Will Be Worth More Than Nvidia by 2030 was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Prediction: 2 Artificial Intelligence (AI) Stocks That Will Be Worth More Than Nvidia by 2030
Prediction: 2 Artificial Intelligence (AI) Stocks That Will Be Worth More Than Nvidia by 2030

Yahoo

time3 hours ago

  • Yahoo

Prediction: 2 Artificial Intelligence (AI) Stocks That Will Be Worth More Than Nvidia by 2030

Key Points Nvidia has been the biggest beneficiary of AI spending among big tech companies. But Amazon and Meta Platforms are two tech giants seeing very strong results from investments in AI, and their future could be even brighter. Both trade at compelling valuations, especially compared to how expensive Nvidia has become. 10 stocks we like better than Amazon › Since October 2022, Nvidia has seen its value increase by more than $4 trillion. To put that into perspective, no other company is even worth $4 trillion today. The huge surge in value for the maker of graphics processing units (GPUs) stems from a few big tech companies spending hundreds of billions on its chips every year. The four biggest hyperscalers are set to spend around $380 billion on AI infrastructure this year, and they have guided for significant steps up in spending next year. Nvidia is set to be the prime beneficiary of that increased spending for some time, but that doesn't mean the stock will continue to climb. Market prices are based on what investors expect in the future, and the expectations for Nvidia remain high. But two other AI stocks look like they could surpass investor expectations, pushing both companies to exceed Nvidia's value by 2030. Can Nvidia keep climbing from here? Continued growth in AI spending is giving investors more and more confidence that Nvidia can keep up its torrid sales growth. The three main public cloud providers all reiterated that demand exceeds computing capacity, which means they will continue to spend growing amounts to meet their customers' needs. Meanwhile, Nvidia is selling chips as fast as it can make them. That led to a 69% rise in revenue in the company's first quarter, and a 59% increase in adjusted income. But it's unlikely to see growth continue at this pace. All four hyperscalers are working on custom silicon solutions for their own AI training. Microsoft is reportedly planning to shift a significant portion of its spending to its Maia300 chip in late 2026. Meta Platforms (NASDAQ: META) is working on expanding the AI workloads that its custom Meta Training and Inference Accelerating (MTIA) chips can handle. And on top of all of that, AMD is starting to show progress in catching up to Nvidia, while continuing to offer excellent price performance. Investors should expect a significant slowdown in sales as Nvidia faces fierce competition for its share of data center servers and it battles with the law of large numbers. As supply-demand forces reach equilibrium, the chipmaker might not be able to command such high gross margins, either. That could weigh on earnings growth. But with the stock currently trading at more than 42 times forward earnings, investors seem to think those risks aren't going to materialize. I think it's more likely they will keep Nvidia from continuing to outperform the market at such a torrid pace, limiting how much more upside there is from here. If investors want to buy shares of a big tech company capitalizing on the growth of AI, the following two industry giants present better value with more upside. In fact, I expect they will both be worth more than Nvidia by 2030. 1. Amazon Amazon (NASDAQ: AMZN) is the largest provider of public cloud computing in the world with Amazon Web Services (AWS), making it one of Nvidia's biggest customers. While the company was caught flat-footed as generative AI took off in 2022, management quickly caught up with the competition thanks in part to its investment in Anthropic. Management continues to see strong demand for its AI services, with revenue more than doubling year over year. However, AWS's scale has masked that strong growth. The cloud services segment generated $116 billion in revenue over the last 12 months. That's roughly 55% larger than its next closest competitor, Microsoft. But AWS's 17% year-over-year growth looks disappointing compared to Microsoft's 39% growth in cloud services last quarter. Nonetheless, Amazon has mostly kept its market share despite strong growth by its competitors. What's more important is that the margin profile on AWS is extremely strong. The operating margin of 36.8% over the last 12 months is up from 33.4% a year ago. And while it took a dip in the second quarter, that's due to the timing of share-based compensation. The long-term trend shows continued improvement in margins. Meanwhile, Amazon's retail business is becoming very profitable in its own right. The North American segment saw its operating margin climb to 7% last quarter while the international segment's margin came in at 3.4%. Strong top-line growth of 11% for both helped, which was bolstered by high-margin ad revenue growth of 22%. The long-term trends favor steady revenue growth across Amazon's businesses with particular strength in its high-margin operations (namely AWS and advertising). That should result in earnings growth well above average. And as its spending growth on AWS slows down, free cash flow should rise to new records by the end of the decade. That gives the company more opportunities to invest for growth, just as it has managed to do throughout its history. The stock currently looks attractive amid a small pullback in price. 2. Meta Platforms Meta is another major Nvidia customer, but unlike Amazon, it only uses Nvidia chips for its own AI needs. In fact, it might be spending more on its own AI needs than any other company in the world. And Meta's second-quarter results are a clear example of why it's willing to spend so much. Sales grew 22% last quarter, and its operating margin expanded 5 percentage points. For some perspective, that's faster revenue growth than both Snap and Pinterest despite being a much bigger force in social media advertising. Meta's AI capabilities are a clear reason for the outperformance. Artificial intelligence has led to better recommendations for both advertisements and organic content. As a result, the company served up more ads and was able to command higher pricing per ad impression. Meanwhile, it's seeing strong uptake of its generative AI tools for ad creation, which makes it easier for marketers to create and test new ideas. There are a number of other opportunities that AI could unlock. Those include AI chatbots for businesses in WhatsApp and Messenger, which could drive increased click-to-message ads in Facebook and Instagram. And management has said its Meta AI chatbot built into its apps now has 1 billion monthly active users, giving it yet another surface to monetize with ads. It only recently started showing ads in WhatsApp and Threads. That should give it room to grow supply as demand increases due to its generative AI tools making advertising easier. Lastly, Meta is at the forefront of development in augmented and virtual reality. AI can unlock a lot of value in an environment that's also aware of your surroundings. The company has already seen strong early adoption of its Meta Glasses with AI built in. Shares look very attractive with an enterprise value around 16 times forward estimates on earnings before interest, taxes, depreciation, and amortization (EBITDA). While depreciation of its data centers will weigh on its margins, the company is proving the investments are paying off with very strong revenue growth and by unlocking a lot of potential profits in the long run. Do the experts think Amazon is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did Amazon make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,070% vs. just 184% for the S&P — that is beating the market by 885.55%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,155!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,106,071!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Adam Levy has positions in Amazon, Meta Platforms, and Microsoft. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Meta Platforms, Microsoft, Nvidia, and Pinterest. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Prediction: 2 Artificial Intelligence (AI) Stocks That Will Be Worth More Than Nvidia by 2030 was originally published by The Motley Fool Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store