partnerScore 45/100Watch
NVIDIA Omniverse partnerships with Siemens and ecosystem of 112+ connectors positioned for digital twin and metaverse infrastructure buildout
Jensen Huang· NVIDIA· AI· 2022-08-25· about NVIDIA, Siemens (NVDA)
“In June, we announced a partnership with Siemens to enable the industrial levers and AI-powered digital twins, connecting Siemens' Xcelerator platform to NVIDIA Omniverse... We unveiled 11 new Omniverse connectors, bringing the total number of connectors to the Omniverse USD ecosystem to 112.”
Why it matters
NVIDIA's Omniverse is becoming an infrastructure platform for industrial digital twins and metaverse applications. Siemens partnership signals enterprise adoption beyond gaming/graphics. 112+ connectors indicate ecosystem lock-in and recurring software/services revenue opportunities.
Investment implication
Siemens and other industrial software vendors are betting on Omniverse as a standard. This creates opportunities for software integration vendors, data pipeline companies, and cloud infrastructure providers supporting Omniverse deployments.