NVIDIA (NVDA) Company Report

NVIDIA positions agentic AI as a “once in a generation” shift in healthcare, driving open innovation with 650+ language models and 250 datasets contributed to Hugging Face, and foundational systems like Nemotron, Clara, and Cosmos for reasoning, simulation, and physical AI.
Enterprise adoption is accelerating: partners such as Abridge and Corti have deployed agentic systems in 200+ health systems, recapturing 30%+ of physicians’ administrative time to boost patient throughput and experience.
NVIDIA is expanding lab automation through a Thermo Fisher collaboration on the DGX Spark benchtop AI supercomputer for real-time instrument quality-control agents, and with Multiply Labs and Opentrons to scale robotic workflows—cutting cell-therapy manufacturing costs by 70%.
The company launched a $1 billion, five-year co-innovation AI lab with Eli Lilly in South San Francisco to co-locate AI researchers and drug-discovery scientists, aiming to flip the R&D paradigm toward computation-intensive discovery and manufacturing.

16 hours ago

Transcript

Nvidia outlines AI healthcare platform advancements at J.P. Morgan Healthcare Conference

NVDA

New Projects/Investments

Nvidia highlighted its 17th year in healthcare and described Agentic AI—models that reason, use tools, and retrieve trusted data—as being deployed in healthcare faster than any other industry.
Announced a partnership with Thermo Fisher to integrate its IGX benchtop supercomputer into lab instruments for real-time autonomous quality control, and a $1 billion co-innovation AI lab with Eli Lilly to accelerate drug discovery, clinical development, and manufacturing over five years.
Emphasized its open ecosystem—650 language models and 250 datasets on Hugging Face—alongside domain-specific models such as Nemotron Gen3, Clara biomedical AI, and the expanded BioNeMo biology platform to drive physical and biomedical AI.
Showcased the rise of AI scientists—agentic systems that can design and analyze experiments digitally and execute them via robotics—targeting a transformation of the $300 billion pharma R&D market.

17 hours ago

Transcript

Nvidia unveils AI healthcare innovations at J.P. Morgan Conference

NVDA

New Projects/Investments

Product Launch

Nvidia highlights agentic AI adoption in healthcare to alleviate clinician shortages and automate clerical tasks, improving efficiency and patient throughput.
Company underscores its open-source AI ecosystem, contributing over 650 language models and 250 datasets on Hugging Face, with an end-to-end open models, data and tools strategy.
Announced collaboration with Thermo Fisher to integrate IGX benchtop AI supercomputers and AI agents for autonomous lab operations and real-time quality control.
Unveiled a $1 billion, 5-year co-innovation AI lab with Eli Lilly to develop integrated digital and physical AI infrastructure for accelerated drug discovery.

18 hours ago

Transcript

NVIDIA and Owkin advance biological AI superintelligence

NVDA

New Projects/Investments

Partnerschaft zur Entwicklung von Frontier-Modellen für biologische künstliche Superintelligenz unter Nutzung von NVIDIAs Nemotron-Familie und NeMo-Framework.
Kombination von Owkins proprietären multimodalen Patientendaten mit NVIDIAs beschleunigter KI-Infrastruktur zur Steigerung von OwkinZero in Bezug auf Leistung, Skalierbarkeit und Sicherheit.
Ziel ist es, durch agentenbasierte biologische Schlussfolgerungskapazitäten in Owkin K die Wirkstoffforschung und -entwicklung in der Biopharmaindustrie zu beschleunigen.

19 hours ago

Press Release

NVIDIA partners with Speechmatics and Sully.ai for healthcare AI infrastructure

NVDA

New Projects/Investments

NVIDIA teams with Speechmatics and Sully.ai to deliver next-generation autonomous healthcare agents and scribes built on NVIDIA AI infrastructure.
Early deployments report 21× ROI, 2.4+ hours saved per physician per day, and 30 million minutes added back to the workforce.
Speechmatics’ medical speech model achieves 93% real-time accuracy and 96% medical keyword recall, outperforming the nearest competitor by reducing keyword error rates by 50%.

1 day ago

Press Release

NVIDIA-backed Accelsius closes $65M Series B funding

NVDA

New Projects/Investments

Accelsius closed a $65 million Series B round led by Johnson Controls, with strategic investment from Legrand.
The funding will expand Accelsius’s Austin production facility and accelerate global deployment of two-phase, direct-to-chip liquid cooling solutions for AI data centers.
Its NeuCool® platform delivers 35% OpEx savings over single-phase cooling and 8–17% total cost of ownership savings, addressing thermal demands of high-density GPU racks.
Accelsius, part of NVIDIA’s Inception program, has secured a 300 MW campus deployment for DarkNX in Ontario, demonstrating early customer adoption.

1 day ago

Press Release

NVIDIA and Lilly announce AI co-innovation lab

NVDA

New Projects/Investments

NVIDIA and Eli Lilly will invest up to $1 billion over five years to establish an AI co-innovation lab in the San Francisco Bay Area.
The lab will combine Lilly’s drug discovery expertise with NVIDIA’s AI compute and infrastructure, leveraging the BioNeMo platform and Vera Rubin architecture to accelerate medicine development.
The initiative aims to build a continuous learning system that links Lilly’s wet labs with computational dry labs for 24/7 AI-assisted experimentation.
Beyond drug discovery, the collaboration will explore AI applications in manufacturing, medical imaging and supply chain optimization using NVIDIA Omniverse, robotics and digital twins.
Lab operations are expected to begin early 2026 in South San Francisco.

1 day ago

Press Release

Nvidia unveils Alpamayo autonomous driving platform

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Product Launch

New Projects/Investments

At CES, Nvidia CEO Jensen Huang introduced Alpamayo, an open-model family with chips, simulation tools and developer toolkits aimed at accelerating Level 4 autonomous driving for automakers.
Alpamayo is currently at “advanced Level 2” requiring human supervision; Nvidia plans for the Mercedes CLA EV to ship its full self-driving stack including Alpamayo in Q1.
Nvidia released a suite of open models (e.g., Nemotron, Cosmos, Isaac GR00T) across language, robotics and biomedical research, positioning its stack as the foundation for physical AI.
Expanded its partnership with DDN on an AI factory architecture combining Rubin GPUs and DDN storage to improve data efficiency and GPU utilization in large AI deployments.

4 days ago

Bloomberg

NVIDIA and Lenovo launch Gigawatt-scale AI factory program

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Product Launch

New Projects/Investments

NVIDIA and Lenovo unveiled the Lenovo AI Cloud Gigafactory under the Gigawatt AI Factory program at CES 2026, aiming to accelerate hybrid AI deployment across personal, enterprise and public platforms.
The program enables AI-cloud providers to achieve time-to-first-token (TTFT) in weeks by delivering turnkey, liquid-cooled infrastructure, expert consulting and industrialized build processes.
Initial offerings include the GB300 NVL72 rack-scale system with 72 NVIDIA Blackwell Ultra GPUs and 36 Grace CPUs, plus support for the upcoming Vera Rubin NVL72 AI supercomputer for training and inference.
Lenovo provides end-to-end co-engineering, manufacturing, integration and lifecycle services—leveraging its Neptune liquid-cooling technology—to deploy large-scale, customized AI factories rapidly.

6 days ago

Press Release

NVIDIA launches gigawatt-scale AI factory program with Lenovo

NVDA

Product Launch

New Projects/Investments

At CES 2026, NVIDIA and Lenovo unveiled the Lenovo AI Cloud Gigafactory program to deploy gigawatt-scale AI factories, reducing time to first token for enterprise AI to just weeks.
The initiative combines Lenovo’s Neptune liquid cooling technology with NVIDIA accelerated computing platforms—featuring 72-GPU Blackwell Ultra and 36-CPU Grace in a rack-scale system—to support next-gen AI workloads.
It also supports the upcoming NVIDIA Vera Rubin NVL72 supercomputer for AI training and inference, integrating Rubin GPUs, Vera CPUs, SuperNICs ConnectX-9, BlueField-4 DPUs, and advanced Spectrum-X and Photonics networking.
Lenovo’s end-to-end offering adds global manufacturing, integration and Hybrid AI Factory services, streamlining deployment and monetization of scalable AI infrastructure.