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World of Software > News > NVIDIA partnerships drive real-world AI adoption, while valuation questions linger
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NVIDIA partnerships drive real-world AI adoption, while valuation questions linger

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Last updated: 2026/02/18 at 1:49 AM
News Room Published 18 February 2026
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NVIDIA partnerships drive real-world AI adoption, while valuation questions linger
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Find winning stocks in every market cycle. Join 7 million investors using Simply Wall St investment ideas for FREE.

  • NVIDIA has announced new partnerships with Dassault Systèmes, EPRI, Prologis, Opentrons Labworks and Cyngn to advance the adoption of real-world AI in industry, infrastructure and life sciences.

  • The Dassault Systèmes partnership focuses on building science-based industrial “world models” for industrial and engineering AI.

  • Work with EPRI and Prologis focuses on distributed inference AI data centers that bring computing closer to the edge while helping manage network load.

  • Integrations with laboratory robotics and autonomous vehicle simulation partners aim to bring NVIDIA AI tools directly into everyday scientific and industrial workflows.

NVIDIA, listed as NasdaqGS:NVDA, is using these collaborations to expand its role beyond core GPU hardware into AI systems at the core of design, energy, logistics and laboratory automation. The company’s shares last closed at $182.81, with a one-year return of 31.7%. Three years from now the return is described as very large, and five years from now it is reported to be above 10x, which helps explain why many investors already see NVDA as a core AI platform company.

For you as an investor, these steps highlight how NVIDIA positions itself within the physical infrastructure and software stacks that companies use every day. The focus on distributed inference, validated industrial models and automation partners indicates that the company wants to be an essential ingredient in how AI is built, deployed and maintained in science, engineering, infrastructure and life sciences.

Stay up to date with the top NVIDIA news stories by adding them to your watchlist or portfolio. You can also explore our Community to discover new perspectives on NVIDIA.

NasdaqGS: NVDA earnings and revenue growth as of February 2026

We’ve highlighted two risks for NVIDIA. See what could affect your investment.

  • ✅ Price vs. analyst target: At $182.81, the price is about 28% below the analysts’ consensus target of $253.88.

  • ❌ Just Wall St Appreciation: Shares are trading 14.2% above the platform’s estimated fair value.

  • ❌ Recent momentum: The 30-day return is down 1.8%.

There’s only one way to know the right time to buy, sell, or hold NVIDIA. For the latest analysis of NVIDIA’s fair value, visit Simply Wall St’s company report.

  • 📊 These partnerships extend NVIDIA deeper into design, energy, and laboratory workflows. They strengthen its role in real-world AI use cases, rather than just core chips.

  • 📊 It may be useful to monitor how AI infrastructure adoption, distributed inference implementations, and any referrals to these partners show up in revenue and margins over time.

  • ⚠️ With the stock trading 14.2% above estimated fair value and some insider selling, valuation and insider activity are important to monitor alongside the growth story.

Check out the full NVIDIA analysis for the full picture, including more risks and rewards. You can also visit NVIDIA’s community page to see how other investors think this latest news will impact the company’s story.

This article from Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts using only an unbiased methodology and our articles are not intended as financial advice. It is not a recommendation to buy or sell any stock and does not take into account your objectives or financial situation. We aim to provide you with targeted, long-term analysis based on fundamental data. Please note that our analysis may not take into account the latest price-sensitive company announcements or quality material. Simply Wall St has no positions in the stocks mentioned.

Companies discussed in this article include NVDA.

Do you have feedback on this article? Worried about the content? Please contact us directly. You can also send an email to [email protected]

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