# Honeywell launches Forge Cognition AI platform backed by Nvidia and Dell

Digest AI · Enterprise & Industry · published 2026-10-18T11:30:00Z

Canonical: https://digestai.news/story/honeywell-launches-forge-cognition-ai-platform-backed-by-nvidia-and-de

## Summary

Honeywell International introduced its Forge Cognition artificial intelligence platform after two major spinoffs. The platform is built on Nvidia's Nemotron AI models and Dell Technologies hardware, and it works with existing building‑management systems to prioritize alarms, predict heating and cooling equipment failures, and reduce energy use. Investors view the launch as a way for Honeywell to scale software and AI services across an installed base of more than 300,000 sites.

The platform is being piloted at Honeywell's Voyager site in Santa Clara, California, where it has reported encouraging results. Following the spin‑offs of Solstice Advanced Materials and Honeywell Aerospace, the company now operates as a pure‑play automation business. Honeywell has a market capitalization of $65.80 billion, its stock rose 5% over the past 52 weeks, fell 12% over the past six months, and reached a 52‑week high of $261.24 on March 2, now down 19% from that level. On a forward‑adjusted basis its non‑GAAP price‑to‑earnings ratio is 25.02x versus an industry average of 18.86x. In Q2, sales increased 3% year‑over‑year to $5.19 billion, organic growth was 4% YoY, orders rose 16%, and the backlog is about $20 billion.

## Key points

- Honeywell's Forge Cognition platform uses Nvidia's Nemotron models and Dell tech to automate building operations.
- The platform is piloted at the Voyager site in Santa Clara and reports encouraging results.
- Honeywell serves over 300,000 sites; Q2 sales rose 3% to $5.19 billion and orders grew 16%.

## Why it matters

The AI platform lets Honeywell extend software services across its huge installed base, potentially boosting revenue and improving energy efficiency for commercial buildings and industrial facilities.

## Sources

1. [What a New Nvidia-Backed AI Platform Means for Honeywell Stock](https://finance.yahoo.com/technology/ai/articles/nvidia-backed-ai-platform-means-183002058.html) (finance.yahoo.com, 2026-10-18)

## Cite

Digest AI, "Honeywell launches Forge Cognition AI platform backed by Nvidia and Dell", 18 October 2026, https://digestai.news/story/honeywell-launches-forge-cognition-ai-platform-backed-by-nvidia-and-de

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