Nvidia Partners With Dow's 2025 Leader To Create The Future Generation Of AI Systems

Highlights from CES: Nvidia and Caterpillar Join Forces

The annual CES event in January is renowned for unveiling the latest breakthroughs from both established tech leaders and emerging startups. While NVIDIA Corporation (NASDAQ: NVDA) often garners significant attention for its own product launches, its recent collaboration with industrial powerhouse Caterpillar Inc (NYSE: CAT) is also drawing interest from investors.

• Caterpillar shares are currently trading close to their recent peaks.

Nvidia and Caterpillar: Advancing AI in Heavy Machinery

As artificial intelligence continues to reshape industries, Caterpillar is determined to remain at the forefront of innovation. The company recently revealed an expanded partnership with Nvidia, aiming to develop AI-driven solutions for equipment, worksites, manufacturing facilities, and supply chains.

Caterpillar believes this alliance will be a catalyst for groundbreaking advancements within the company.

According to Caterpillar CEO Joe Creed, "As AI evolves from data analysis to transforming the physical world, it is opening up new avenues for progress—from construction sites and factories to office environments."

Creed emphasized the company's commitment to integrating advanced technologies throughout its operations and across its entire fleet of machines. "Our partnership with NVIDIA is accelerating this transformation at an unprecedented pace," he added.

Central to this initiative is Caterpillar’s adoption of the Nvidia Jetson Thor platform, which enables real-time AI processing for construction, mining, and energy equipment.

This collaboration is set to prepare Caterpillar for a future of AI-assisted and autonomous machinery. New features will include tailored insights for clients, instant coaching, AI-powered suggestions, computer vision capabilities, and what Caterpillar describes as a "digital nervous system" for job sites.

At CES 2026, Caterpillar introduced the Cat AI Assistant, with both Creed and Nvidia CEO Jensen Huang delivering keynote speeches. Huang commended the partnership, stating, "For a hundred years, Caterpillar has created the machines that have built our world. Now, in the era of AI, NVIDIA and Caterpillar are collaborating across the spectrum—from self-driving construction fleets to AI data centers fueling the next industrial revolution."

The Role of AI in the Industrial Sector

Caterpillar is not alone in its pursuit of AI-driven growth. Agricultural equipment maker Deere & Co has also been developing innovative AI products and has received analyst acclaim for its technological progress.

Nvidia stands as a global leader in AI, and its collaboration with Caterpillar is expected to shine a spotlight on the industrial giant.

Caterpillar’s participation at CES was focused on showcasing its technological advancements and AI capabilities. The new partnership with Nvidia is likely to boost the company’s reputation among analysts and investors. The real test will be whether customers embrace these AI solutions and whether investors begin to view Caterpillar as a technology-driven enterprise.

Tech firms are often valued more highly than traditional industrial companies. With Caterpillar positioned at the intersection of industrial manufacturing and artificial intelligence, the company could be poised for another strong year.

In 2025, Caterpillar was the top-performing stock in the Dow Jones Industrial Average, delivering a 59.5% return.

Caterpillar Stock Performance

As of Thursday, Caterpillar shares are priced at $599.18, within a 52-week range of $267.30 to $627.50. Over the past year, the stock has climbed 66%.

Image credit: Michael Vi / Shutterstock

Market Snapshot

• Caterpillar Inc (CAT): $606.99 (+1.76%)
• NVIDIA Corp (NVDA): $184.84 (-2.26%)