Nemetschek AG O.N.

Nvidia reported revenue for the May-July quarter of $96.2 billion, up 106% from a year earlier and above analysts' expectations of $92 billion. The company also forecast revenue for the August-October quarter to surge to $108 billion, reflecting strong confidence in AI technology investment. This sent Nvidia shares up 8.7%, with AI-related stocks broadly higher, led by Autodesk up 6.2%, Adobe up 5.7%, and Broadcom up 4.5%, pushing the Philadelphia Semiconductor Index up 2.3%. In European markets, the STOXX 600 closed down 0.69% on French political concerns, but tech stocks helped support the market, with Nemetschek surging 9.9% after Bank of America Global Research said it found no disruption to software business. Pernod Ricard fell 4.6% after sales missed estimates. In Asia, markets opened lower, led by the KOSPI down 1.6%. The Thai market is expected to trade sideways, with AOT in focus after resolving the issue of overbooked flight slots, and passenger numbers in the first half of August grew 8%, with four new direct flight routes added.

The global AI in construction market is projected to grow from $2.28 billion in 2025 to $9.48 billion by 2030, at a compound annual growth rate of 33.1%. North America led the market in 2025, while Asia-Pacific is expected to be the fastest-growing region during the forecast period. Key drivers include smart city initiatives, demand for cost-optimized construction, and AI-driven site monitoring. Major companies such as Microsoft, Oracle, SAP, and Nvidia are investing in AI-powered workflow automation tools, with Nemetschek Group introducing an AI assistant in January 2025. The market's expansion is further supported by large-scale infrastructure projects and increasing sustainability regulations.

OSF Digital has guided Bluebeam through a modernization of its lead-to-cash operations on the Salesforce platform. The project included implementing Data 360 for a single customer view, migrating from CPQ to Agentforce Revenue Management, replacing CloudCraze with Agentforce Commerce for online buying, and integrating Agentforce Revenue with NetSuite via MuleSoft. This marks the first known integration of Agentforce Revenue Management with Agentforce Commerce, creating a connected model for demand, revenue, and fulfillment. Bluebeam is the largest business unit within the Nemetschek Group and provides digital solutions for design and construction professionals.