Siemens unveiled AI factory tools: Nvidia stock fell 1.86 percent

Published on 10/22/2026 at 11:14 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nvidia stock costs EUR 192.76 on October 22, 2026, 1.86 percent below the Xetra close. Revenue guidance spans USD 105.84 billion to USD 110.16 billion.

Industrial AI and earnings scale

Siemens unveiled factory applications with NVIDIA on October 19, 2026, targeting production-efficiency gains of up to 85 percent.
Fiscal second-quarter revenue reached USD 96.22 billion, up 106 percent year over year, while third-quarter guidance spans USD 105.84 billion to USD 110.16 billion.
Nvidia stock trades at EUR 192.76 at 11:09 a.m. CEST at Lang & Schwarz on October 22, 2026, 1.86 percent below the Xetra close of October 21, 2026.

Bauhaus-Poster-Illustration mit geometrischen Formen in Primärfarben, abstraktem KI-Kopf mit Schaltkreisen und Chips auf cremeweißem Hintergrund im Modernismus-Stil der 1920er — Nvidia US67066G1040 KI-Abstraktion als geometrisches Bauhaus-Poster in leuchtenden Primärfarben mit abstrakten Schaltkreiselementen, Illustration mit AI erstellt.

Nvidia (ISIN US67066G1040) was trading at EUR 192.76 at Lang & Schwarz on October 22, 2026 at 11:09 a.m. CEST, down 1.86 percent from the Xetra close of October 21, 2026 at EUR 196.42. On October 19, 2026, Siemens unveiled new artificial intelligence applications developed with NVIDIA for autonomous manufacturing, as AFX News reported.

Industrial AI adds a new demand channel

The Siemens project uses AI and digital twins at the company's Erlangen plant. The reported benefits include up to 85 percent lower engineering effort in virtual production preparation and potential cost savings of up to 20 percent through agent-based production planning. More than 100 AI algorithms were already in use at the site, which employs about 1,000 people.

The partnership gives Nvidia another route into industrial computing beyond hyperscale data centers. Its importance is strategic rather than immediately financial because the report did not assign a revenue figure to the collaboration.

What does the guidance mean for margins?

Nvidia's fiscal second-quarter revenue reached USD 96.22 billion, up 106 percent year over year, while non-GAAP earnings per share came in at USD 2.22 against USD 2.09 expected, according to Benzinga. For the fiscal third quarter, management guidance spans USD 105.84 billion to USD 110.16 billion, compared with the prior range of USD 89.18 billion to USD 92.82 billion.

Gross margin remains the key counterweight. A Globe and Mail report said fiscal second-quarter gross margin was 75.0 percent and management expected 74.0 percent, plus or minus 0.50 percentage points, for the next quarter. The same report said fiscal fourth-quarter margin could reach a low of 71 percent to 72 percent.

Three milestones shape the stock

On August 26, 2026, Nvidia reported fiscal second-quarter revenue of USD 96.22 billion, according to Benzinga. On September 30, 2026, PXS Research moved a tracked target from USD 321.02 to USD 319.73, as shown in its research update. On October 19, 2026, Siemens unveiled the factory applications with NVIDIA, with reported engineering-effort savings of up to 85 percent.

Stock price keeps the risk visible

The industrial partnership broadens Nvidia's application story, while the guidance range keeps execution and margin discipline central to the investment case. At Lang & Schwarz, Nvidia was trading at EUR 192.76 on October 22, 2026 at 11:09 a.m. CEST, 1.86 percent below the Xetra close of October 21, 2026 at EUR 196.42. The further course of trading is shown by the continuously updated real-time quote of Nvidia stock.