Another piece of news coming from the GTC event in Washington. Nvidia (NVDA) is expanding its AI platform to help American manufacturers build smart factories. The company introduced new tools for its Omniverse Blueprint platform. These tools allow partners like Toyota Motor (TM), Taiwan Semiconductor Manufacturing Company (TSM), and Foxconn (HNHPF) to design and test digital versions of real factories before building them. Siemens (SIEGY) became the first company to connect Nvidia’s system to its Xcelerator software for industrial design.
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In the meantime, Nvidia shares are up more than 4% following the wave of announcements.
The goal is to help manufacturers manage labor gaps and raise output using AI and automation. For example, Foxconn is using Omniverse to plan a new facility in Houston to build Nvidia AI systems. TSMC is using it for chip plant design in Phoenix, and Toyota is applying it at its Kentucky factory. Also, Caterpillar (CAT) is testing the platform for maintenance and supply chains, while Lucid Group (LCID) uses it to train robots and plan production.
AI Factories and Research Partnerships
Nvidia also revealed a new model called Omniverse DSX. It serves as a blueprint for building large AI factories that can manage energy, cooling, and computing at once. The company said the first site based on this model will open in Virginia at a Digital Realty data center. Partners like Bechtel, Siemens, Schneider Electric, and Tesla (TSLA) are part of the design group.
At the same time, the company is working with the U.S. Department of Energy to build several AI systems at Argonne and Los Alamos National Laboratories. These new systems will include up to 100,000 of Nvidia’s latest Blackwell GPUs. The aim is to help the labs speed up research in fields like energy, science, and national security.
Cloud and Robotics Expansion
Major cloud firms are also adopting Nvidia’s new hardware and designs. Microsoft (MSFT), Alphabet (GOOGL) (GOOG), Oracle (ORCL), and CoreWeave (CRWV) plan to expand their AI infrastructure using Nvidia GPUs. This network of AI factories is expected to support faster model training and more reliable performance.
Meanwhile, Nvidia’s Isaac robotics platform is being used by companies such as Figure AI and Agility Robotics. These systems help develop and test industrial and humanoid robots in virtual settings before moving to the real world. Amazon (AMZN) has also used Nvidia’s libraries to speed up robot development for its warehouses.
Position in U.S. Manufacturing Growth
The expansion comes as the U.S. invests heavily in advanced manufacturing and automation. Nvidia’s AI platform is becoming a base for how new factories are planned and built. By offering software and chips together, Nvidia is shaping how industries will design and manage complex systems in the future.
The company’s CEO, Jensen Huang, said the goal is to make AI part of the next phase of U.S. manufacturing growth. With new projects across energy, robotics, and cloud computing, Nvidia continues to strengthen its role in building the nation’s AI infrastructure.
Is Nvidia Stock a Buy?
Nvidia continues to hold the Street’s endorsement with a Strong Buy consensus rating. The average NVDA price target is $225, implying a 6.87% upside from the current price.
