Core Insights - Edge Total Intelligence Inc. (edgeTI) is collaborating with Austal USA and Sabel Systems to showcase AI-powered Digital Twin capabilities at the Defense TechConnect Innovation Summit (DTC) 2025 [1][2] - The event will take place from November 19th to 21st at the Gaylord National Hotel & Convention Center, focusing on national defense strategy and naval shipbuilding advancements [1][7] Company Overview - EdgeTI specializes in real-time digital operations and decision intelligence solutions, aiming to help enterprises, service providers, and governments enhance their operational capabilities [8] - The company's edgeCore™ platform integrates multiple software applications and data sources into immersive digital twins, providing decision-makers with clarity and agility [8] Event Details - The Digital Twin Pavilion will feature production-ready solutions addressing various topics, including contested logistics, supply chain resilience, and cyber situational awareness [3][4] - Expert panels and sessions will be held to discuss leveraging AI-driven technologies for enhancing public shipyard and depot operations [5][6] Industry Context - The Defense TechConnect Innovation Summit unites the innovation community with the U.S. Department of Defense, focusing on national security and societal advancement [6] - The event has been running for 13 years and aims to accelerate technology solutions for military and national security challenges [7]

Core Insights - Samsung Electronics is establishing an AI megafactory in collaboration with Nvidia to enhance AI integration in semiconductor manufacturing [1] - The facility will utilize over 50,000 Nvidia GPUs for real-time production environment analysis and optimization [1] - The AI factory will be expanded across Samsung's global manufacturing network, incorporating Nvidia's accelerated computing infrastructure [2] AI Integration and Technology - Samsung plans to implement digital twin technology using Nvidia Omniverse libraries for simulating operations and predictive maintenance [2] - The partnership includes developing GPU-accelerated electronic design automation (EDA) tools for next-generation design needs [3] - Samsung's AI models, based on Nvidia technology, are deployed in over 400 million devices and integrated into manufacturing systems for various applications [3] Robotics and Automation - Samsung is utilizing Nvidia platforms for robotics, enhancing task execution and safety controls through virtual simulation data [4] - The company reported a twentyfold increase in computational lithography performance, improving chip manufacturing processes [4] AI-RAN Communication Technology - Samsung, Nvidia, and South Korean telecom operators are advancing AI-RAN communication technology to embed AI computation within mobile networks [5] - This technology supports inference tasks for robots, drones, and industrial equipment near the network edge [5] Historical Context - The partnership between Samsung and Nvidia spans over 25 years, initially starting with Samsung DRAM in Nvidia graphics cards [6] - Current collaborations include work on advanced memory technologies such as HBM4 [6]

Delft university’s Electrical Sustainable Power Lab has something unusual going on: a “digital twin” that can help predict how grids will respond to unexpected changes https://t.co/NK5RCPQtgs ...

Core Viewpoint - NVIDIA is collaborating with SK Group to establish a significant AI factory in South Korea, aimed at enhancing semiconductor research, development, and production, as well as cloud infrastructure for digital twin and AI agent development [2][5] Group 1: AI Factory Development - The AI factory will feature over 50,000 NVIDIA GPUs, with the first phase expected to be completed by late 2027, positioning it as one of Korea's largest AI factories [2][3] - The factory will provide GPU-as-a-service to SK subsidiaries, including SK hynix and SK Telecom, and external organizations, facilitating digital transformation across various industries in Korea [3][8] Group 2: Partnership Expansion - NVIDIA and SK Group are deepening their partnership to develop high-bandwidth memory (HBM) and next-generation memory solutions for NVIDIA GPUs, as well as enhancing semiconductor manufacturing and telecommunications infrastructure [4][8] - SK Group aims to leverage the AI factory to drive advancements in memory technology, robotics, digital twins, and intelligent AI agents [5][8] Group 3: Technological Advancements - SK hynix is utilizing NVIDIA's CUDA-X technologies and the PhysicsNeMo framework to accelerate chip design and technology computer-aided design simulations, enabling faster and more precise semiconductor product delivery [9][10] - The implementation of autonomous fab digital twins using NVIDIA Omniverse libraries is expected to enhance operational efficiency and production ramp-up for SK hynix [10] Group 4: AI and Robotics Initiatives - SK Telecom is developing an industrial AI cloud with NVIDIA RTX PRO 6000 Blackwell GPUs to support advancements in physical AI and robotics within the manufacturing sector [6][8] - SK hynix is deploying AI-powered agents to improve productivity for over 40,000 employees, enhancing collaboration and problem-solving capabilities [11]

Core Insights - Bentley Systems announced the winners of its 2025 Partner Excellence Awards, recognizing excellence in product sales, services, and training [1][9] - The awards were presented during the 2025 Sales Partner Summit held in Berlin, Germany from October 28 to 30, 2025 [2] Award Winners - **Partner of the Year**: CAD Journey, recognized for rapid growth and driving Bentley solution adoption in North America [4] - **Business Transformation**: Archway Systems Inc., acknowledged for strategic business transformation and delivering measurable value globally [4] - **Customer Experience**: Geomatex, honored for leveraging advanced reality modeling and digital twin technologies in the Administrative Capital Urban Development project in Egypt [4] - **Rapid Time to Value**: Astasoft Sdn Bhd, recognized for consistent growth and a customer-focused approach in Malaysia [4] - **Rising Stars**: - Software.com.br Tecnologia e Consultoria, recognized for strategic growth in Latin America [5] - Microgenesis CADsoft, acknowledged for rapid growth in India, achieving Million Dollar Club status in just over a year [5] Event Highlights - The awards showcased outstanding submissions from Bentley partners, emphasizing innovation, strategic thinking, and exceptional business results [3] - The winners and finalists will be featured in Bentley's Partner Spotlight Series, highlighting their projects and achievements globally [5] Company Overview - Bentley Systems provides infrastructure engineering software, helping professionals design, build, and operate resilient infrastructure across various sectors [7] - Founded in 1984, Bentley is recognized as a partner of choice for engineering firms and owner-operators worldwide, with a focus on digital twin solutions to enhance project delivery and asset performance [7]

Core Insights - AVEVA, a global leader in industrial software, will showcase its AI-driven industrial intelligence platform, CONNECT, at the 2025 ADIPEC exhibition, aimed at helping energy companies achieve digitalization and sustainable operations [1] - The platform covers the entire lifecycle from design, construction, operation to maintenance through augmented reality and virtual reality demonstrations [1] - Jesus Hernandez, Senior Vice President of AVEVA, stated that the company's technology is facilitating the industry's transition to net-zero [1] - During the exhibition, AVEVA will present innovative results of digital twin and AI integration at booth 4410 in Hall 4 [1]

Overview of AI Factory Infrastructure - The next industrial revolution is here, marked by the emergence of a new type of factory centered around AI infrastructure [1] - AI infrastructure development requires ecosystem-scale collaboration among hundreds of companies [1] - NVIDIA Omniverse DSX serves as a blueprint for constructing and operating Gigascale AI factories [1] Design and Construction Optimization - Building, power, and cooling systems are co-designed with Nvidia's AI infrastructure stack [1] - Jacobs Engineering optimizes compute density and layout to maximize token generation based on power constraints [2] - Prefabricated modules are factory-built, tested, and ready to plug in by Nvidia partners like Bectal and Vertive, significantly reducing build time [3] Operational Efficiency and Revenue Generation - The digital twin acts as an operating system for the physical AI factory [4] - AI agents, trained in the digital twin, optimize power consumption and reduce strain on the AI factory and the grid [4] - DSX optimizations can potentially deliver billions of dollars in additional revenue per year for a one gigawatt AI factory [4] Deployment and Research - Nvidia's partners are implementing DSX across Texas, Georgia, and Nevada [5] - Nvidia is establishing an AI factory research center in Virginia using DSX to test and productize Vera Rubin [5]

Industry Trend - America is experiencing re-industrialization, with manufacturing reshoring across various industries [1] - Digitalization, robotics, and physical AI are becoming increasingly crucial due to labor shortages and skills gaps [1] Technological Advancement - Foxconn is constructing a state-of-the-art robotic facility in Houston, Texas, for manufacturing NVIDIA AI infrastructure systems [1] - The factory is digitally designed in Omniverse, with Foxconn engineers using a digital twin solution to validate systems before construction [2] - Seaman's plant simulation optimizes layout through design space exploration [3] - Isaac Sim is utilized to train and simulate robot AIs using the same digital twin [3] - Omniverse is used for large-scale sensor simulation, enabling robot AIs to learn to work as a fleet [4] - Vision AI agents, built on NVIDIA Metropolis and Cosmos, monitor robot and worker operations to detect anomalies, safety violations, and quality issues [4] Human-Robot Collaboration - Interactive AI coaches are used to train new employees, facilitating worker onboarding [5] - The age of US re-industrialization involves people and robots working together [5]

Core Insights - NVIDIA is collaborating with leading manufacturers and robotics companies to utilize Omniverse technologies for building advanced robotic factories and autonomous collaborative robots, addressing labor shortages and promoting reindustrialization in the U.S. [1][18] Group 1: NVIDIA Omniverse Technologies - NVIDIA's Omniverse technologies are being adopted to create digital twins of factories, enhancing simulation and operational efficiency [2][19] - The "Mega" NVIDIA Omniverse Blueprint is expanding to include tools for designing and simulating factory digital twins, with Siemens being the first to support this initiative [2][3][19] Group 2: Industry Adoption and Applications - Major companies like Caterpillar, Lucid Motors, and TSMC are implementing Omniverse for real-time factory planning, predictive maintenance, and supply chain optimization [7][8][9] - Belden is utilizing Accenture's Physical AI Orchestrator, which integrates NVIDIA technologies for safety monitoring and quality inspection in manufacturing environments [6] Group 3: Robotics Development - Robotics firms are leveraging NVIDIA's architecture to develop advanced robotic fleets aimed at improving productivity and safety in various industries [10][19] - Collaborations with companies like Figure and Agility Robotics are focused on creating next-generation humanoid robots using NVIDIA's simulation and training platforms [11][12] Group 4: Investment and Economic Impact - In 2025, a total of $1.2 trillion in investments was announced to enhance U.S. production capacity, primarily from electronics, pharmaceuticals, and semiconductor sectors [5] - The integration of physical AI and simulation technologies is expected to significantly accelerate the manufacturing process and enhance competitiveness in the industrial sector [5][19]

Summary of NVIDIA 2025 Conference Call Company Overview - **Company**: NVIDIA (NasdaqGS: NVDA) - **Event**: 2025 Conference - **Date**: October 28, 2025 Key Industry Insights - **Artificial Intelligence (AI)**: AI is described as the new industrial revolution, with NVIDIA's GPUs at its core, likened to essential infrastructure like electricity and the Internet [6][11][12] - **Accelerated Computing**: NVIDIA has pioneered a new computing model termed "accelerated computing," which is fundamentally different from traditional computing models. This model leverages parallel processing capabilities of GPUs to enhance computational power [11][14][15] - **Telecommunications**: A significant partnership with Nokia was announced, aiming to integrate NVIDIA's technology into the telecommunications sector, particularly for the development of 6G networks [27][30][31] Core Technological Developments - **NVIDIA ARC**: Introduction of the NVIDIA ARC (Aerial Radio Network Computer), designed to run AI processing and wireless communication simultaneously, marking a revolutionary step in telecommunications technology [28][29] - **Quantum Computing**: NVIDIA is advancing quantum computing by connecting quantum processors directly to GPU supercomputers, facilitating error correction and AI calibration [38][40][41] - **CUDA and Libraries**: The CUDA programming model and various libraries developed by NVIDIA are crucial for maximizing the capabilities of GPUs and enabling developers to create applications that utilize accelerated computing [16][21][22] Financial and Market Position - **Market Growth**: NVIDIA anticipates significant growth driven by the demand for AI and accelerated computing, with projections indicating visibility into half a trillion dollars of cumulative revenue through 2026 [108] - **Investment in Infrastructure**: Major cloud service providers (CSPs) are expected to invest heavily in capital expenditures (CapEx) to adopt NVIDIA's advanced computing technologies, enhancing their operational efficiency [103] Additional Insights - **AI's Role in the Economy**: AI is positioned as a transformative force that will engage previously untapped segments of the economy, potentially addressing labor shortages and enhancing productivity across various industries [63] - **Technological Shifts**: The industry is experiencing a shift from general-purpose computing to accelerated computing, with NVIDIA's GPUs being uniquely capable of handling both traditional and AI workloads [106] Conclusion NVIDIA is at the forefront of several technological revolutions, particularly in AI and accelerated computing, with strategic partnerships and innovative products that position the company for substantial growth in the coming years. The emphasis on collaboration with major players in telecommunications and the advancement of quantum computing further solidifies NVIDIA's role as a leader in the tech industry.