3 hours ago
NVIDIA released three open-source Omniverse libraries embedding its simulation stack inside Houdini, Onshape, and Blender to become the default physical AI runtime.
NVDA delivered $82 billion in Q1 FY27 revenue, up 85% year over year, and guided Q2 to $91 billion at 75% non-GAAP gross margins.
Jensen Huang states the physical AI era will be built in simulation, with 48 ***** ysts backing NVDA at a $302 consensus price target.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
NVIDIA (NASDAQ:NVDA) just quietly reset how investors should think about its next decade. The chip story is well told. The software story now has a number.
#year #omniverse #onshape
NVDA delivered $82 billion in Q1 FY27 revenue, up 85% year over year, and guided Q2 to $91 billion at 75% non-GAAP gross margins.
Jensen Huang states the physical AI era will be built in simulation, with 48 ***** ysts backing NVDA at a $302 consensus price target.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
NVIDIA (NASDAQ:NVDA) just quietly reset how investors should think about its next decade. The chip story is well told. The software story now has a number.
#year #omniverse #onshape
2 months ago
Vertiv Holdings Co (NYSE:VRT) is one of the best AI networking stocks to buy according to **** ysts. The company gave investors a fresh AI infrastructure angle on June 1, when it announced progress on a production-grade digital twin capability for Vertiv SmartRun integrated into the NVIDIA Omniverse DSX Blueprint.
The system is designed to make AI factory infrastructure more configurable, repeatable, and simulation-ready, with Vertiv saying it can help design, simulate, and validate power, cooling, controls, and deployment workflows as a single system before build-out. That matters for AI networking because high-speed interconnects and dense accelerator clusters only work if the surrounding power and thermal infrastructure can support them at scale. Vertiv also said the SmartRun digital twin is the first phase of a multi-phase AI factory digital twin roadmap, aimed at narrowing the gap between accelerated compute innovation and physical infrastructure readiness.
photo by Business-laptop-campaign-creators on Unsplash
The company added another data-center infrastructure update on June 3, when it introduced Vertiv PurgeRite NearZero, a fluid management service for commissioning closed-loop hydronic systems in data centers and other mission-critical environments. Vertiv said selected deployments reduced total water consumption by up to 78%, water haul-off volumes by up to 91%, and discharge management costs by as much as 34%.
Vertiv Holdings Co (NYSE:VRT) provides critical digital infrastructure technologies and services for data centers, communication networks, and commercial and industrial environments.
The system is designed to make AI factory infrastructure more configurable, repeatable, and simulation-ready, with Vertiv saying it can help design, simulate, and validate power, cooling, controls, and deployment workflows as a single system before build-out. That matters for AI networking because high-speed interconnects and dense accelerator clusters only work if the surrounding power and thermal infrastructure can support them at scale. Vertiv also said the SmartRun digital twin is the first phase of a multi-phase AI factory digital twin roadmap, aimed at narrowing the gap between accelerated compute innovation and physical infrastructure readiness.
photo by Business-laptop-campaign-creators on Unsplash
The company added another data-center infrastructure update on June 3, when it introduced Vertiv PurgeRite NearZero, a fluid management service for commissioning closed-loop hydronic systems in data centers and other mission-critical environments. Vertiv said selected deployments reduced total water consumption by up to 78%, water haul-off volumes by up to 91%, and discharge management costs by as much as 34%.
Vertiv Holdings Co (NYSE:VRT) provides critical digital infrastructure technologies and services for data centers, communication networks, and commercial and industrial environments.
