NVDA Stock Eyes Third Straight Monthly Gain: Nvidia Adds Data Center Digital Twin Deal

NVDA Stock Eyes Third Straight Monthly Gain: Nvidia Adds Data Center Digital Twin Deal

By Prabhjote Gill
Publication Date: 2026-09-30 12:26:00

Nvidia selected Jacobs to deploy its Omniverse-based digital twin platform at a large-scale U.S. AI research and development facility.

  • The three-year SaaS platform will support power balancing, energy forecasting, cooling, predictive maintenance and training.
  • Jacobs said the system is becoming an “intelligent operating layer” for AI agents.
  • CEO Jensen Huang attended a White House meeting with Trump and other tech executives Tuesday.

Nvidia (NVDA) shares traded flat in early morning trade on Wednesday, keeping the stock on track for a third consecutive monthly gain, after the company announced a new data-center software deal and reports surfaced about early discussions to shift some AI infrastructure financing risk to insurers.

Engineering and infrastructure firm Jacobs (J) announced that it has been selected to deploy Nvidia’s Omniverse-based digital twin platform at a large-scale U.S. AI research and development facility under a three-year software-as-a-service agreement (SaaS). The financial terms were not disclosed.

NVDA stock edged up about 0.35% in premarket trading. The shares are up roughly 3% in September so far, putting them on track for their first three-month winning streak of 2026.

NVDA stock’s monthly gains year-to-date. | Source: Koyfin

Nvidia’s stock has been trading around the $233 to $235 zone, less than 2% below its record closing high of $236.45 reached in May.

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NVDA stock price performance year-to-date on September 30 as of 7:45 a.m. ET | Source:…