Why Nvidia's Omniverse Might Be The Most Valuable Software Platform Ever Built

Nvidia's Omniverse platform is now its most strategic asset, creating a flywheel of simulation-driven AI demand and recurring revenue beyond GPUs. Blackwell architecture and AI factories drive explosive growth, with data-center revenue up 73% YoY and margins expanding, supported by strong supply chain control. Nvidia's CUDA ecosystem and deep partnerships create a durable competitive moat, embedding the company at the center of the industrial metaverse and AI value chain.