NVIDIA and Dassault Systèmes Launch Industrial AI Platform for Virtual Twins

NVIDIA and Dassault Systèmes announced a long-term strategic partnership on February 3, 2026 to build what they're calling "Industry World Models" — an industrial AI architecture that combines Dassault's Virtual Twin technology with NVIDIA's accelerated computing infrastructure. The deal positions both companies to capture enterprise AI spending across manufacturing, pharmaceuticals, and aerospace.

The partnership goes beyond typical technology integrations. NVIDIA is adopting Dassault's model-based systems engineering to design its own AI factories, starting with the upcoming Rubin platform. Meanwhile, Dassault's OUTSCALE cloud division will deploy NVIDIA AI infrastructure across three continents, creating what both companies describe as sovereign AI factories that guarantee data privacy and intellectual property protection.

"Physical AI is the next frontier of artificial intelligence, grounded in the laws of the physical world," said Jensen Huang, NVIDIA's CEO. The statement signals NVIDIA's push beyond data center GPUs into industrial applications where AI must accurately model real-world physics.

Pascal Daloz, Dassault's CEO, framed the deal as establishing "a new foundation for industrial AI" that's "trustworthy by design." Dassault coined the term Product Lifecycle Management back in 1999 and has spent years positioning Virtual Twins — which simulate object behavior across entire lifecycles rather than just mirroring physical states — as central to next-generation manufacturing.

What the Platform Actually Does

The collaboration spans four main areas. NVIDIA's BioNeMo platform will integrate with Dassault's BIOVIA tools for molecular discovery and materials research. SIMULIA simulation software gets access to NVIDIA's CUDA-X libraries for faster physics predictions. DELMIA manufacturing software incorporates Omniverse physical AI libraries for autonomous production systems. And the 3DEXPERIENCE platform adds NVIDIA's Nemotron open models to power AI assistants Dassault calls "Virtual Companions."

Several major manufacturers are already on board. Lucid Motors highlighted the potential for faster vehicle development cycles. OMRON sees applications in autonomous manufacturing validation. Bel Group plans to use the platform for sustainable food formulation at scale.

Market Context

Dassault Systèmes carries a market cap of approximately $37.23 billion. The company has been building toward this moment — in January 2025, it was pushing Virtual Twin technology for aircraft design and manufacturing, and more recently implemented data governance frameworks specifically for AI applications.

For NVIDIA investors, the deal represents another enterprise revenue stream beyond hyperscaler data center sales. For Dassault, it's validation that Virtual Twins can serve as the physics foundation industrial AI needs to move beyond pattern recognition into accurate real-world simulation.

The announcement came during 3DEXPERIENCE World, Dassault's annual engineering conference. Both CEOs appeared on stage together — a public commitment that suggests this isn't a press release partnership destined to quietly fade. Deployment timelines weren't specified, but the Rubin platform integration provides one concrete milestone to watch.