Nvidia to build industrial AI cloud in Germany with 10,000 GPUs

Published 11/06/2025, 11:30
© Reuters

PARIS - Nvidia (NASDAQ:NVDA), the $3.51 trillion market cap semiconductor giant with an excellent InvestingPro financial health score, announced Wednesday it is constructing an industrial AI cloud infrastructure in Germany featuring 10,000 GPUs, including NVIDIA DGX B200 systems and RTX PRO Servers, aimed at accelerating manufacturing applications for European industrial companies.

The Germany-based facility, described by Nvidia as "Europe’s first industrial AI cloud for manufacturers," will support workloads spanning from design and engineering to factory digital twins and robotics, according to a company press release.

Several European manufacturers including BMW Group, Maserati, Mercedes-Benz and Schaeffler are already implementing Nvidia-accelerated applications from software providers such as Ansys, Cadence and Siemens to transform their product development processes. This expansion comes as Nvidia demonstrates remarkable growth, with revenue surging 86% year-over-year and maintaining strong liquidity with a current ratio of 3.39.

The infrastructure will run Nvidia’s CUDA-X libraries and Omniverse-accelerated workloads, following the framework outlined in the Nvidia Omniverse Blueprint for AI factory design and operations.

BMW Group is utilizing digital twins of its production facilities through Nvidia Omniverse libraries, enabling global production planning teams to collaborate in real time. The automaker, along with Siemens, has reportedly achieved a 30x speedup for transient aerodynamics simulations using Nvidia Grace Blackwell and CUDA-X-accelerated software.

Schaeffler is adopting Nvidia’s physical AI stack for digital factory planning and AI-powered automation across its manufacturing plants, while Mercedes-Benz is using Omniverse to virtually design and optimize factory assembly lines.

Siemens and Nvidia also announced an expansion of their partnership to accelerate industrial AI and digitalization. Ansys is integrating Omniverse into its Fluent fluid simulation software, with Volvo Cars reporting 2.5x acceleration in fluid simulations for its EX90 electric vehicle using Nvidia Blackwell GPUs.

Nvidia (NASDAQ:NVDA) did not disclose the investment amount or completion timeline for the German AI cloud infrastructure. With a return on assets of 75.89% and trading near its 52-week high, InvestingPro analysis suggests the stock is currently overvalued, though it maintains strong momentum. Investors can access detailed valuation metrics and 20+ additional ProTips through InvestingPro’s comprehensive research reports, available for over 1,400 US stocks including Nvidia.

In other recent news, Siemens AG reported revenue of €75.9 billion and net income of €9.0 billion for fiscal 2024, ending September 30. Siemens and NVIDIA have expanded their partnership to advance industrial AI and factory automation, integrating NVIDIA’s AI capabilities with Siemens’ Xcelerator platform. Key developments include Siemens’ new line of Industrial PCs certified for NVIDIA GPUs and the integration of NVIDIA technology throughout Siemens’ platform. Additionally, NVIDIA announced the expansion of its DGX Cloud Lepton AI platform with new cloud providers such as AWS and Microsoft Azure, aiming to enhance regional access to high-performance computing resources. NVIDIA is also collaborating with European and Middle Eastern partners to optimize sovereign large language models, supporting local languages and cultures. Furthermore, NVIDIA is working with European nations to build AI infrastructure based on Blackwell technology to enhance digital sovereignty. This initiative involves regional technology and telecommunications providers, delivering significant computing power for AI development.

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