Latest news with #Omniverse
Yahoo
2 days ago
- Automotive
- Yahoo
There's Still an ‘Enormous' Reason to Buy Nvidia Stock in 2025
Despite recent market volatility and geopolitical concerns, Bernstein analysts maintain their bullish stance on Nvidia (NVDA), describing the opportunity as 'enormous' and arguing that the AI revolution is still in its early stages. According to Bernstein, Nvidia is beginning a new product cycle with its groundbreaking Blackwell GPUs, which are experiencing unprecedented demand. The investment firm has a target price of $185 for NVDA stock, above the current price near $145. Trump Is Giving Tesla's Robotaxis a Leg Up Ahead of June 22. Should You Buy TSLA Stock Now? Dear Nvidia Stock Fans, Mark Your Calendars for July 16 The Trump Family Is Betting Big on Mobile Phones. Should Apple Stock Investors Be Worried? Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Nvidia's Blackwell chips are reportedly sold out for the next year, with supply-demand imbalances expected to persist throughout 2025. This tight supply environment supports pricing power and is likely to translate into revenue growth for the coming quarters. The chip maker's technological leadership has enabled it to control over 90% of the GPU market, supplying critical hardware to tech giants such as Microsoft (MSFT), Google (GOOGL), Meta (META), and Tesla (TSLA). Nvidia is at the forefront of addressing the global labor shortage crisis, with 50 million unfilled positions across the manufacturing and logistics sectors. Through a strategic partnership with Hexagon, Nvidia is enabling the development of AEON, an advanced humanoid robot designed for industrial applications. AEON leverages Nvidia's robotics ecosystem. AI supercomputers train foundation models, while the Omniverse platform provides simulation environments for testing and optimization. Finally, robotic computers execute the models in real-world applications. This integrated approach accelerates development timelines, with AEON mastering core locomotion skills in just a few weeks. The humanoid robot addresses critical industry needs, including reality capture, manipulation tasks, part inspection, and complex industrial operations. And importantly for investors, Nvidia's innovative work in humanoid robotics is just one small piece of the pie. It also offers investors exposure to data centers, high-performance computing, sovereign AI, autonomous vehicles, gaming, and more. After a pullback in 2025, Nvidia's valuation has reset to decade-long lows relative to projected earnings. Today, the tech stock trades a 33.6x forward earnings, below its 5-year average of 49.2x. Bernstein maintains an 'Outperform' rating, emphasizing that fears of the AI trade being 'over' are premature. With the global AI industry expected to grow at a 42% compound annual rate over the next decade and Nvidia maintaining its technological moat, Bernstein believes the growth story remains in its infancy. Out of the 44 analysts covering NVDA stock, 37 recommend 'Strong Buy,' three recommend 'Moderate Buy,' three recommend 'Hold,' and one recommends 'Strong Sell.' The average target price for Nvidia stock is $174, indicating an upside potential of over 20%. On the date of publication, Aditya Raghunath did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
12-06-2025
- Automotive
- Yahoo
Nvidia to develop industrial AI cloud for manufacturers in Europe
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.
Business Wire
11-06-2025
- Business
- Business Wire
Grid Dynamics Releases Intralogistics Optimization Starter Kit for NVIDIA Omniverse
SAN RAMON, Calif.--(BUSINESS WIRE)-- Grid Dynamics Holdings, Inc. (Nasdaq: GDYN) (Grid Dynamics), a leading provider of technology consulting, platform and product engineering, AI, and digital engagement services, today announced the launch of its Intralogistics Optimization Starter Kit for NVIDIA Omniverse. This advanced solution enables retailers, manufacturers, and logistics companies to improve warehouse efficiency, reduce labor costs, and avoid the risks and expenses associated with real-world trial-and-error changes. The solution enables intralogistics operators to rapidly create digital twins of warehouses, distribution centers, and production facilities. It facilitates what-if analyses of potential layouts and picking paths under various workload scenarios, automates inventory placement optimization, and enables safe performance assessments before implementing physical changes. The Intralogistics Optimization Starter Kit combines the powerful simulation capabilities of NVIDIA Omniverse with advanced optimization components developed by Grid Dynamics. The resulting simulation-ready digital twin integrates a facility's physical layout, historical order patterns, and inventory picking mechanisms—enabling precise scenario testing under both typical and extreme workloads. The optimization components automate the search for ideal inventory placements and picking paths. These two processes work in tandem and iterate to achieve optimal operational configurations—all without the risks and costs of real-world experimentation. "Our clients see tremendous value in building digital twins for scenario simulation and optimization. To meet this demand, we are expanding our portfolio of supply chain and smart manufacturing solutions with starter kits for NVIDIA Omniverse and developing metric-driven methodologies for process improvement using this technology," said Ilya Katsov, CTO, Americas at Grid Dynamics. "We already work with a number of clients on intralogistics use cases such as facility layout optimization and robotic assembly simulation leveraging our Omniverse starter kit and observe positive business outcomes in terms of process visibility, simplicity of what-if analysis, and other aspects." Supporting the Innovation pillar of Grid Dynamics' GigaCube growth strategy, the Intralogistics Optimization Starter Kit extends the Grid Dynamics' supply chain and logistics accelerators to deliver transformative AI projects to manufacturing clients. Visit this page to learn more about the Intralogistics Optimization Starter Kit from Grid Dynamics. About Grid Dynamics Grid Dynamics (Nasdaq: GDYN) is a leading provider of technology consulting, platform and product engineering, AI, and digital engagement services. Fusing technical vision with business acumen, we solve the most pressing technical challenges and enable positive business outcomes for enterprise companies undergoing business transformation. A key differentiator for Grid Dynamics is our 8 years of experience and leadership in enterprise AI, supported by profound expertise and ongoing investment in data and ML platform engineering, cloud platform and product engineering, IoT and edge computing, and digital engagement services. Founded in 2006, Grid Dynamics is headquartered in Silicon Valley with offices across the Americas, Europe, and India. Follow us on LinkedIn. Forward-Looking Statements This communication contains 'forward-looking statements' within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 that are not historical facts, and involve risks and uncertainties that could cause actual results of Grid Dynamics to differ materially from those expected and projected. These forward-looking statements can be identified by the use of forward-looking terminology, including the words 'believes,' 'estimates,' 'anticipates,' 'expects,' 'intends,' 'plans,' 'may,' 'will,' 'potential,' 'projects,' 'predicts,' 'continue,' or 'should,' or, in each case, their negative or other variations or comparable terminology. These forward-looking statements include, without limitation, quotations and statements regarding the expected benefits of our capabilities and our company's future growth including with customers, the Intralogistics Optimization Starter Kit, and GigaCube strategy. These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from the expected results. Most of these factors are outside Grid Dynamics' control and are difficult to predict. Factors that may cause such differences include, but are not limited to our ability to achieve its expected benefits, as well as any factors limiting our capabilities, the benefits of our services and products, and our company's growth strategy. Grid Dynamics cautions that the foregoing list of factors is not exclusive. Grid Dynamics cautions readers not to place undue reliance upon any forward-looking statements, which speak only as of the date made. Grid Dynamics does not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements to reflect any change in its expectations or any change in events, conditions or circumstances on which any such statement is based. Further information about factors that could materially affect Grid Dynamics, including its results of operations and financial condition, is set forth under the 'Risk Factors' section of Grid Dynamics' annual report on Form 10-K filed February 27, 2025, and in other periodic filings Grid Dynamics makes with the SEC.
Bloomberg
28-05-2025
- Business
- Bloomberg
Analysis of Nvidia's First-Quarter Earnings
Nvidia wants to be seen as a one-stop-shop, particularly for companies developing robotaxis and humanoid robotics. The pitch is that it has three offerings in parallel: chips that go in to actual robots/robotaxis (called deployment at-the-edge), chips that go in to data centers to train core algorithms and then what it calls Omniverse that allows for simulation and synthetic data. This has started to resonate more with the investors I speak to on the show who see a broader set of end markets, beyond GenAI tools that are apps for consumers or enterprise applications.
Business Wire
20-05-2025
- Business
- Business Wire
Avalon Holographics Launches NOVAC — The World's First True Holographic Display
ST. JOHN'S, Newfoundland--(BUSINESS WIRE)--Today, Avalon Holographics releases NOVAC, the first commercially available, true holographic table display. For the first time, groups can visualize detailed holograms together, turning their 3D content into mechanisms for high-powered decision making without glasses, headsets or tracking systems that can leave them feeling worn out or nauseous. With the ability to leverage AI, digital twins and more, NOVAC is a powerful way to garner insights and create experiences that help people do more with their data. Avalon Holographics launches NOVAC, the first commercially available, true holographic table display delivering unparalleled real-time depth and accuracy without the stereoscopic tricks that limit experiences to a single person. Share Because NOVAC is a true holographic display, it can deliver unparalleled real-time depth and accuracy, without the stereoscopic tricks that limit experiences to a single person. Instead, multiple users can walk around the display at once, as they explore different perspectives, just like they would with a real object. This freedom encourages real-time collaboration that not only gets everyone from military commanders and doctors to factory executives on the same page, but helps them retain more information as they do it. 'If you can't see it, you might miss it,' says Wally Haas, President of Avalon Holographics. 'NOVAC gives decision makers all the visual information they need to make the right choice — in a format that is as easy as using a TV. Groups can now simulate scenarios, assess risks and adjust strategies on the fly, ensuring that everything from space missions to surgical training go off without a hitch.' NOVAC can be applied to any high-stakes environment where real-time insights are needed to gain confidence and clarity. With research funding from tier-1 contractors, NOVAC has already found success in the defense industry, where commanders are prioritizing next-gen visualization tools for situation awareness, mission planning, etc. Because NOVAC can also ingest nearly any 3D asset, it is primed for any industry utilizing digital twins. A recent Omniverse integration will make this technology instantly valuable to executives in manufacturing, automotive, robotics, aerospace operations and more, especially when paired with future voice command updates. With 61 patents and $65 million USD in funding, Avalon is at the nexus of three rapidly accelerating markets (holographics, digital twins and immersive experiences) which have projected growth rates between 25-40% over the next five years. As creator of the first commercially available true holographic display, Avalon is uniquely positioned to open up new opportunities in each, bringing holograms to a much wider audience. To build NOVAC's successor, Avalon is actively raising $50 million USD in additional investment to accelerate the transition from projector-based holography to OLED-based tiles. When available, these 6-inch flat tile panels can be linked together to make massive tables, walls and showroom displays at an accessible price point. Not only will this be effective for digital twin environments, but immersive brand experiences for theme parks, esports, retail and location-based entertainment. To see NOVAC in action, please contact the Avalon Holographics sales team for a personal demo. Availability NOVAC is available now and optimized for NVIDIA RTX GPUs, Windows and Linux. It offers seamless integration with Unreal Engine, Unity and key digital content creation applications, while also providing support for industry-standard file formats like OBJ, FBX, GLTF, 3DTiles, DICOM and GIS. About Avalon Holographics Avalon Holographics are the creators of NOVAC, the world's most advanced holographic display. The product of 61 patents, Avalon Holograms are designed to help decision makers solve high-consequence spatial problems together, without the negative physical effects that stifle most immersive technologies. Headquartered in St. John's, NL., Avalon's proprietary R&D is already laying the foundation for the wider adoption of holograms in everyday life.
