Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
-
Nvidia is expanding physical AI through new partnerships in lab robotics and industrial automation.
-
The company is working with Opentrons Labworks Inc. to use Nvidia Isaac and Cosmos in automated laboratory experiments.
-
An ongoing collaboration with Dassault Systèmes focuses on combining Virtual Twins with AI infrastructure for industrial use.
Nvidia, traded as NasdaqGS:NVDA, is pushing further into real world AI applications as its technology moves beyond data centers and into laboratories and factories. The shares most recently closed at $171.81, with a 1 year return of 33.6%. Over 3 years the stock is up by a very large amount, and over 5 years it is up more than 10x. This underscores how closely investors have tied the company to the broader AI theme.
These physical AI partnerships give investors more detail on how Nvidia aims to embed its platforms across scientific research and industrial workflows. As this develops, the market may focus on whether these collaborations translate into durable demand for Nvidia’s hardware and software, and how they position the company within AI driven automation over time.
Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA.
NasdaqGS:NVDA Earnings & Revenue Growth as at Feb 2026
How NVIDIA stacks up against its biggest competitors
-
✅ Price vs Analyst Target: At US$171.81, the price is about 32% below the US$253.62 analyst target, which represents a wide gap.
-
⚖️ Simply Wall St Valuation: Simply Wall St currently views Nvidia as trading close to its estimated fair value.
-
❌ Recent Momentum: The 30 day return of around an 8.2% decline signals weaker short term momentum.
Check out Simply Wall St’s in depth valuation analysis for NVIDIA.
-
📊 Physical AI partnerships in lab robotics and industrial automation illustrate how Nvidia is tying its platform to real world workflows in science and manufacturing.
-
📊 You may want to monitor adoption of Isaac and Cosmos, any comments on industrial AI in future earnings calls, and how the P/E of 42.1 compares with the Semiconductor industry average of 40.4.
-
⚠️ One highlighted risk is a high level of non cash earnings, which can make headline profits harder to interpret when you assess these new initiatives.
For the full picture, including more risks and rewards, explore the complete NVIDIA analysis.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
