NVIDIA Corp at JPMorgan Healthcare Conference Summary - Thomson StreetEvents

NVIDIA Corp at JPMorgan Healthcare Conference Summary

NVIDIA Corp at JPMorgan Healthcare Conference Summary - Thomson StreetEvents
NVIDIA Corp at JPMorgan Healthcare Conference Summary
Published Jan 13, 2025
5 pages (2139 words) — Published Jan 13, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of NVDA.OQ presentation 13-Jan-25 5:45pm GMT

  
Brief Excerpt:

...A. And we're still in a huge labor shortage, 10 million to 15 million to 20 million labor shortage. B. This opportunity, we see as many hundreds of billions, several hundreds of billions of dollars large as an AI computing opportunity. C. In fact, our Inception program, which is an AI start-up program for companies to become members and connect with us, our healthcare membership is more than 3,500 members. D. We've added over 1,300 in just the last year alone, and it's the largest industry of all of our Inception members. E. Digital biology has become a $300 billion opportunity that now investment in R&D, everything from early discovery into clinical development. F. Bloomberg reported that our quarterly revenue rose 94% to $35 billion, exceeding analyst estimates of $33.250 billion This marks the second consecutive year of doubling our sales. G. We started 2020, I think it was, with AstraZeneca and our MegaMolBART molecular generation, MolMIM last year, and next generation here now with...

  
Report Type:

Brief

Source:
Thomson StreetEvents
Company:
NVIDIA Corp
Ticker
NVDA.OQ
Time
5:45pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Harlan Sur - J.P. Morgan Securities LLC - Analyst : Oftentimes for myself, the sell-side analysts that cover NVIDIA, especially when it comes to the vertical industry segments like healthcare, your customer base, your partner base is so diverse, large pharma companies, small tech bio companies, educational institutions, research organizations. Your platform approach has meant full stack solutions for most programs, big or small, on-prem,

Question: Harlan Sur - J.P. Morgan Securities LLC - Analyst : There has been a lot of discussions back at the earnings call, back at, as you mentioned, CES about the opportunities in agentic AI and multi-agent systems that address the challenges of workforce shortages, rising healthcare costs. You announced here, right, your efforts with IQVIA to accelerate research using AI agents. Like what else is NVIDIA doing in this fast-growing subsegment of digital health agents? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JANUARY 13, 2025 / 5:45PM, NVDA.OQ - NVIDIA Corp at JPMorgan Healthcare Conference

Question: Harlan Sur - J.P. Morgan Securities LLC - Analyst : One of the big unveils at your developers conference last year called GTC was physical AI. You touched upon it in your presentation. Jensen talked about it at the recent Consumer Electronics Show. Models that perceive, understand, interact with the physical world with one of the use cases being to train AI robots, right? Omniverse is the team's platform to simulate virtual physical roles that adhere to the laws of physics and is used to train robots. We saw the add-on capabilities with the announcement of Cosmos. Again, you talked about it, right, again, focused on physical AI. We can extend this to healthcare where robots can be used to assist in complex surgery, medical procedures. Training these robots in a virtual environment reduces risk, as you mentioned, associated with real-world trials. It seems like you guys have actually adopted Omniverse Cosmos like framework, but whereas Jensen will talk about Omniverse and Cosmos, building simulation, automotive simulation and so on, right? What's the framework for building Omniverse and Cosmos from a healthcare perspective?

Question: Harlan Sur - J.P. Morgan Securities LLC - Analyst : Well, we're just about out of time. Kimberly, thank you for your participation. We look forward to monitoring the execution of the team.

Question: Harlan Sur - J.P. Morgan Securities LLC - Analyst : Thank you very much.

Table Of Contents

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NVIDIA Corp at TD Cowen Healthcare Conference Transcript – 2025-03-03 – US$ 54.00 – Edited Transcript of NVDA.OQ presentation 3-Mar-25 4:10pm GMT

NVIDIA Corp Q4 2025 Earnings Call Summary – 2025-02-26 – US$ 54.00 – Edited Brief of NVDA.OQ earnings conference call or presentation 26-Feb-25 10:00pm GMT

NVIDIA Corp Q4 2025 Earnings Call Transcript – 2025-02-26 – US$ 54.00 – Edited Transcript of NVDA.OQ earnings conference call or presentation 26-Feb-25 10:00pm GMT

NVIDIA Corp at JPMorgan Healthcare Conference Transcript – 2025-01-13 – US$ 54.00 – Edited Transcript of NVDA.OQ presentation 13-Jan-25 5:45pm GMT

CES Financial Analyst Call Summary – 2025-01-07 – US$ 54.00 – Edited Brief of NVDA.OQ corporate analyst meeting</ 7-Jan-25 8:30pm GMT

CES Financial Analyst Call Transcript – 2025-01-07 – US$ 54.00 – Edited Transcript of NVDA.OQ corporate analyst meeting</ 7-Jan-25 8:30pm GMT

NVIDIA Corp at UBS Global Technology and AI Conference Summary – 2024-12-03 – US$ 54.00 – Edited Brief of NVDA.OQ presentation 3-Dec-24 2:35pm GMT

NVIDIA Corp at UBS Global Technology and AI Conference Transcript – 2024-12-03 – US$ 54.00 – Edited Transcript of NVDA.OQ presentation 3-Dec-24 2:35pm GMT

NVIDIA Corp Q3 2025 Earnings Call Summary – 2024-11-20 – US$ 54.00 – Edited Brief of NVDA.OQ earnings conference call or presentation 20-Nov-24 10:00pm GMT

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Thomson StreetEvents. "NVIDIA Corp at JPMorgan Healthcare Conference Summary" Jan 13, 2025. Alacra Store. May 05, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/NVIDIA-Corp-at-JPMorgan-Healthcare-Conference-B16196277>
  
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Thomson StreetEvents. (2025). NVIDIA Corp at JPMorgan Healthcare Conference Summary Jan 13, 2025. New York, NY: Alacra Store. Retrieved May 05, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/NVIDIA-Corp-at-JPMorgan-Healthcare-Conference-B16196277>
  
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