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nicolas cerisier

T2 · manager / operator

Joined Dassault Systèmes in 2004; leads R&D for the 3DEXPERIENCE platform that serves 400K customers and 45M users across 12 brands including CATIA, SOLIDWORKS, and SIMULIA. Driving the company's transformation from SaaS to agent-as-a-service platform.

3 calls·3 names·67% bull·last heard 5 months ago·NVIDIA
track recordleaderboard →
hit rate
0%
avg alpha
-11.9pp
scored
1

top calls

highest conviction · one per company
1sthigh conviction
$DASTYDassault Systèmesposition

Dassault Systèmes pivots from SaaS to agent-as-a-service platform with NVIDIA partnership

Dassault is embedding AI at the core of its 3DEXPERIENCE platform, transforming from SaaS to agent-as-a-service by combining its physics-grounded Virtual Twins with NVIDIA's accelerated computing and models to create industry-specific Virtual Companions that automate engineering workflows while ensuring scientific grounding and regulatory compliance.

NVIDIA2026-04episode →
2ndhigh conviction
$NVDANvidia

NVIDIA's full-stack AI platform deeply integrated into Dassault's industrial agentic workflows

NVIDIA's hardware and software stack—from GPUs and CUDA-X libraries to NIMs, Nemotron, BioNeMo, Omniverse, and new agentic blueprints (AI-Q, Deep Agent, NemoClaw, Dynamo, NeMo Agent Toolkit)—is embedded across Dassault's architecture, driving 20-30% performance gains in reasoning and document processing for industrial AI agents.

NVIDIA2026-04episode →
3rdmedium conviction
$MISTRALMistral AI

Dassault partners with Mistral for sovereign AI model deployment in regulated industries

Dassault selects model partners based on performance, sovereignty, and regulatory compliance needs for customers in sensitive industries, adding Mistral alongside NVIDIA's Nemotron to its hybrid model strategy.

NVIDIA2026-04episode →

most discussed · click a bar to filter

  • $NVDA
  • $MISTRAL
  • $DASTY

recurring themes

  • AI Agents2
  • AI Infrastructure2
  • Sovereign AI2
  • World Models & Simulation1
  • Enterprise AI Adoption1
3 total
$NVDA
···
Nvidia
HIGHnicolas cerisier·NVIDIA·5 months ago·How Dassault Systèmes Is Building AI That Understands Physics | NVIDIA AI Podcast Ep. 296
NVIDIA's full-stack AI platform deeply integrated into Dassault's industrial agentic workflows
NVIDIA's hardware and software stack—from GPUs and CUDA-X libraries to NIMs, Nemotron, BioNeMo, Omniverse, and new agentic blueprints (AI-Q, Deep Agent, NemoClaw, Dynamo, NeMo Agent Toolkit)—is embedded across Dassault's architecture, driving 20-30% performance gains in reasoning and document processing for industrial AI agents.
"So NVIDIA technologies, in fact, infuse in every layer of our architecture—from NVIDIA AI with AI factories for GPUs and computing infrastructure to NVIDIA AI, CUDA X libraries, O…"
9:59
$MISTRAL
Mistral AI
MEDnicolas cerisier·NVIDIA·5 months ago·How Dassault Systèmes Is Building AI That Understands Physics | NVIDIA AI Podcast Ep. 296
Dassault partners with Mistral for sovereign AI model deployment in regulated industries
Dassault selects model partners based on performance, sovereignty, and regulatory compliance needs for customers in sensitive industries, adding Mistral alongside NVIDIA's Nemotron to its hybrid model strategy.
"Or we have also a partnership with other model providers, such as Mistral. In fact, we select our models and our partners based on the performance of the model, of course, but als…"
14:29
$DASTY
···
Dassault Systèmes
HIGHnicolas cerisier·NVIDIA·5 months ago·How Dassault Systèmes Is Building AI That Understands Physics | NVIDIA AI Podcast Ep. 296· position
Dassault Systèmes pivots from SaaS to agent-as-a-service platform with NVIDIA partnership
Dassault is embedding AI at the core of its 3DEXPERIENCE platform, transforming from SaaS to agent-as-a-service by combining its physics-grounded Virtual Twins with NVIDIA's accelerated computing and models to create industry-specific Virtual Companions that automate engineering workflows while ensuring scientific grounding and regulatory compliance.
"And so today, my focus leading the 3DEXPERIENCE platform is really to transform our platform architecture into an agentic platform. And in fact, this is our shift from a SaaS plat…"
2:33
9
World Models & Simulationtailwind
Industry world models combine multi-physics simulation with LLMs to eliminate hallucination in engineering
Unlike generic generative AI that learns world dynamics from observation, Dassault's industry world models embed scientific laws (physics, chemistry, material science) and multi-scale simulation solvers, enabling AI that 'understands why' a plane flies rather than just predicting it will.
9
AI Agentstailwind
Physics-grounded Virtual Companions automate engineering with scientific verification
Dassault's Virtual Companions (AURA, LEO, MARIE) combine industry world models with multi-scale simulation solvers to perform experience-based reasoning, enabling agents to run millions of physics-validated simulations in Virtual Twins before presenting proven solutions to human engineers for final validation.
8
Enterprise AI Adoptiontailwind
Dassault shifts from SaaS to agent-as-a-service for 45M industrial users
Dassault Systèmes is restructuring its 3DEXPERIENCE platform—used by 45M users across 400K customers—to deliver AI agents (Virtual Companions) as a core service, embedding reasoning, physics simulation, and regulatory compliance into engineering workflows rather than bolting AI on top.
8
AI Agentstailwind
Virtual Companions act as specialized AI coworkers (engineer, scientist, business expert) with auditability and human-in-the-loop control
Dassault deploys three Virtual Companions—AURA, LEO, MARIE—that orchestrate industry world models to execute regulated, IP-protected workflows, with IP Lifecycle Management providing full lineage and traceability for compliance in sensitive industries.
8
AI Infrastructuretailwind
NVIDIA's full-stack accelerated computing enables industrial agentic AI at scale
NVIDIA's integrated hardware-software stack—GPUs, CUDA-X, NIMs, Nemotron, Omniverse, and new agentic blueprints—provides the compute, model optimization, simulation acceleration, and agent orchestration layer that Dassault relies on to deliver physics-grounded AI agents to millions of engineers.
8
AI Infrastructuretailwind
Dassault Systèmes builds agentic AI platform on NVIDIA stack for industrial physics
Dassault is transforming its 3DEXPERIENCE platform from SaaS to agent-as-a-service by embedding NVIDIA NIMs, Nemotron, BioNeMo, and Omniverse across understanding, reasoning, and execution layers to deliver physics-grounded industrial AI to 45M users.
8
Robotics & Physical AItailwind
Virtual Twins become self-evolving assets as agents run millions of physics simulations to train themselves
Long-running autonomous agents will continuously monitor factories and supply chains, using Virtual Twins as a 'gym' to run millions of design experiments and proactively optimize the digital twin without human prompting, creating closed-loop autonomy grounded in physics.
7
Sovereign AItailwind
Hybrid model strategy balances frontier performance with data sovereignty and regulatory compliance for global industrial customers
Dassault selects models (NVIDIA Nemotron, Mistral, proprietary) based on performance plus sovereignty constraints, deploying via NIMs on their OUTSCALE IaaS to meet auditability requirements in regulated industries worldwide.