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Nvidia Builds Europe's First Industrial AI Cloud
Nvidia Builds Europe's First Industrial AI Cloud

Yahoo

timea day ago

  • Automotive
  • Yahoo

Nvidia Builds Europe's First Industrial AI Cloud

Nvidia (NASDAQ:NVDA) is launching Europe's first Industrial AI Cloud to turbocharge manufacturing, deploying 10,000 GPUsincluding DGX B200 systems and RTX PRO serversacross a Germany-based AI factory that runs CUDA-X libraries, RTX and Omniverse workloads from Siemens (SIEGY), Ansys (NASDAQ:ANSS), Cadence (NASDAQ:CDNS) and Rescale. 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. 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

Nvidia Builds Europe's First Industrial AI Cloud
Nvidia Builds Europe's First Industrial AI Cloud

Yahoo

timea day ago

  • Automotive
  • Yahoo

Nvidia Builds Europe's First Industrial AI Cloud

Nvidia (NASDAQ:NVDA) is launching Europe's first Industrial AI Cloud to turbocharge manufacturing, deploying 10,000 GPUsincluding DGX B200 systems and RTX PRO serversacross a Germany-based AI factory that runs CUDA-X libraries, RTX and Omniverse workloads from Siemens (SIEGY), Ansys (NASDAQ:ANSS), Cadence (NASDAQ:CDNS) and Rescale. 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.

Nvidia Builds Europe's First Industrial AI Cloud
Nvidia Builds Europe's First Industrial AI Cloud

Yahoo

timea day ago

  • Automotive
  • Yahoo

Nvidia Builds Europe's First Industrial AI Cloud

Nvidia (NASDAQ:NVDA) is launching Europe's first Industrial AI Cloud to turbocharge manufacturing, deploying 10,000 GPUsincluding DGX B200 systems and RTX PRO serversacross a Germany-based AI factory that runs CUDA-X libraries, RTX and Omniverse workloads from Siemens (SIEGY), Ansys (NASDAQ:ANSS), Cadence (NASDAQ:CDNS) and Rescale. 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.

Elon Musk to Nvidia Rescue With Massive GPU Orders
Elon Musk to Nvidia Rescue With Massive GPU Orders

Yahoo

time23-05-2025

  • Business
  • Yahoo

Elon Musk to Nvidia Rescue With Massive GPU Orders

NVIDIA Corporation's (NASDAQ:NVDA) prospects amid a tariff and export control burdened business environment have received a boost. On May 20, Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk confirmed plans to build a 1 million GPU facility outside Memphis. In addition, the executive confirmed plans to buy more chips from the semiconductor giant. The confirmation is a significant boost for Nvidia, which has come under pressure in the aftermath of the US restricting it from selling advanced AI chips to customers in China. While Musk's artificial Intelligence company xAI has only installed 200,000 GPUs at the colossus facility in Memphis, there is room for an additional 800,000 GPUs, of which Nvidia and other companies can supply Musk also confirmed plans to build a second location featuring one million Nvidia Blackwell GPUs. With the facility expected to be complete in the next six to nine months, it should translate to significant business for Nvidia, which has seen its supply chain under pressure in China amid the Tariff war. Amid the significant order from xAI, analysts at Morgan Stanley have reiterated an Overweight rating on Nvidia stock with a $160 price target. The analysts are impressed with the unveiling of RTX PRO servers aimed at the enterprise AI inference market, featuring Blackwell Pro Graphics 6000 cards and Nvidia networking technologies. The servers are expected to support an AI enterprise platform. While we acknowledge the potential of NVIDIA Corporation's (NASDAQ:NVDA) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None.

Elon Musk to Nvidia Rescue With Massive GPU Orders
Elon Musk to Nvidia Rescue With Massive GPU Orders

Yahoo

time23-05-2025

  • Business
  • Yahoo

Elon Musk to Nvidia Rescue With Massive GPU Orders

NVIDIA Corporation's (NASDAQ:NVDA) prospects amid a tariff and export control burdened business environment have received a boost. On May 20, Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk confirmed plans to build a 1 million GPU facility outside Memphis. In addition, the executive confirmed plans to buy more chips from the semiconductor giant. The confirmation is a significant boost for Nvidia, which has come under pressure in the aftermath of the US restricting it from selling advanced AI chips to customers in China. While Musk's artificial Intelligence company xAI has only installed 200,000 GPUs at the colossus facility in Memphis, there is room for an additional 800,000 GPUs, of which Nvidia and other companies can supply Musk also confirmed plans to build a second location featuring one million Nvidia Blackwell GPUs. With the facility expected to be complete in the next six to nine months, it should translate to significant business for Nvidia, which has seen its supply chain under pressure in China amid the Tariff war. Amid the significant order from xAI, analysts at Morgan Stanley have reiterated an Overweight rating on Nvidia stock with a $160 price target. The analysts are impressed with the unveiling of RTX PRO servers aimed at the enterprise AI inference market, featuring Blackwell Pro Graphics 6000 cards and Nvidia networking technologies. The servers are expected to support an AI enterprise platform. While we acknowledge the potential of NVIDIA Corporation's (NASDAQ:NVDA) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. Sign in to access your portfolio

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