Schneider Electric unveils AI infrastructure reference designs with NVIDIA

MISSISSAUGA, Ontario - Schneider Electric announced Monday two new reference designs developed with NVIDIA that aim to accelerate the deployment of AI infrastructure solutions. The partnership comes as NVIDIA, with its impressive $4.56 trillion market cap and excellent financial health score from InvestingPro, continues to dominate the AI infrastructure space.

The first design provides a framework for integrated power management and liquid cooling control systems, featuring interoperability with NVIDIA Mission Control software. This control system enables seamless management of complex AI infrastructure components and can be used with Schneider Electric’s data center reference designs for NVIDIA Grace Blackwell systems. NVIDIA’s robust revenue growth of 71.55% in the last twelve months underscores the company’s expanding presence in the AI infrastructure market.

The second reference design focuses on deploying AI infrastructure for high-density environments up to 142 kW per rack, specifically for NVIDIA GB300 NVL72 racks. This design covers facility power, facility cooling, IT space, and lifecycle software, and is available in configurations for both ANSI and IEC standards.

"Our latest reference designs, featuring integrated power management and liquid cooling controls, are future-ready, scalable, and co-engineered with NVIDIA for real-world applications, enabling data center operators to keep pace with surging demand for AI," said Jim Simonelli, Senior Vice President and Chief Technology Officer at Schneider Electric.

The controls reference design connects edge devices and facility controls across NVIDIA GB300 NVL72 and NVIDIA GB200 NVL72 deployments using a plug-and-play architecture based on the MQTT protocol. It bridges operational technology infrastructure with information technology systems, allowing operators to optimize performance using data from multiple sources.

Scott Wallace, Director of Data Center Engineering at NVIDIA, noted, "With its latest controls reference design, Schneider Electric connects critical infrastructure data with NVIDIA Mission Control, delivering a rigorously validated blueprint that enables AI factory digital twins."

The NVIDIA GB300 NVL72 reference design supports deployments with maximum rack density of 142kW and includes Schneider Electric’s ETAP and EcoStruxure IT Design CFD models for digital twin simulations.

These new designs are part of Schneider Electric’s ongoing collaboration with NVIDIA (NASDAQ:NVDA) to address the data center industry’s AI infrastructure needs, according to the company’s press release statement. As a prominent player in the Semiconductors & Semiconductor Equipment industry, NVIDIA’s comprehensive analysis is available through InvestingPro’s detailed research reports, which offer deep insights into the company’s valuation, growth metrics, and market position among 1,400+ top US stocks.

In other recent news, Nvidia is drawing attention from several investment firms ahead of its upcoming earnings report. KeyBanc has reiterated its Overweight rating on Nvidia, citing strong demand and improved yields, with expectations for third-quarter revenue of $56.3 billion and earnings per share of $1.28, surpassing market consensus. Melius Research has raised its price target for Nvidia to $275, highlighting growth in the data center segment and downplaying concerns about potential growth deceleration. Additionally, Goldman Sachs increased its price target to $210, driven by Nvidia’s strategic investments and partnerships in the AI sector. Cantor Fitzgerald also reiterated its Overweight rating, emphasizing Nvidia’s strategic role in the AI industry following its investment in OpenAI. Meanwhile, TD Cowen has assumed coverage on Celestica with a Hold rating, acknowledging the company’s evolution into an engineering services business. These developments reflect a broad interest in Nvidia’s market strategies and potential growth trajectories.

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