Nvidia Corporation Stock Price, News & Analysis

NVIDIA (NVDA) and Lilly announced a co-innovation AI lab to reinvent drug discovery, pledging up to $1 billion of joint investment over five years for talent, infrastructure and compute. The San Francisco Bay Area lab will colocate Lilly scientists with NVIDIA AI engineers, build on NVIDIA BioNeMo and Vera Rubin architectures, and link agentic wet labs with computational dry labs to create a continuous learning system for 24/7 AI-assisted experimentation. Work is expected to begin in South San Francisco early 2026.

NVIDIA (NVDA) expanded its BioNeMo open development platform at the J.P. Morgan Healthcare Conference to accelerate AI-driven biology and drug discovery. Key additions include RNAPro for RNA structure prediction, ReaSyn v2 for synthetically feasible designs, BioNeMo Recipes, and nvMolKit GPU-accelerated cheminformatics libraries. NVIDIA announced collaborations with Lilly to create a co-innovation AI lab (up to $1 billion investment over five years) and with Thermo Fisher to build autonomous, edge-to-cloud lab infrastructure and agentic workflows. Multiple biotech partners are adopting BioNeMo for model training, deployment and lab-in-the-loop workflows.

Siemens and NVIDIA (NVDA) expanded their strategic partnership on January 6, 2026 to build an Industrial AI operating system that spans design, simulation, manufacturing, operations and supply chains. The companies plan to deliver AI-accelerated portfolios including AI-native electronic design, AI-native simulation, and adaptive manufacturing, and to design repeatable AI factory blueprints.

Key specifics: Siemens' Electronics Factory in Erlangen will serve as the first blueprint starting in 2026; Siemens will complete GPU acceleration across its simulation portfolio; Siemens and NVIDIA target 2–10x speed-ups in key semiconductor EDA workflows.

NVIDIA (NASDAQ:NVDA) announced the NVIDIA Inference Context Memory Storage Platform, powered by the BlueField-4 data processor, a purpose-built AI-native storage platform for long-context, agentic AI workloads announced Jan 5, 2026.

The platform extends GPU memory with cluster-level KV cache, enables high-bandwidth sharing across rack-scale systems, and claims up to 5x improvement in tokens-per-second and up to 5x greater power efficiency versus traditional storage. Key components include BlueField-4 hardware acceleration, NVIDIA DOCA, NIXL, Dynamo software, and Spectrum-X Ethernet. Major storage vendors are building systems with BlueField-4, which will be available in the second half of 2026.

NVIDIA (NVDA) launched the Rubin platform on Jan 5, 2026: a codesigned rack-scale AI system built from six chips — Vera CPU, Rubin GPU, NVLink 6 switch, ConnectX-9 SuperNIC, BlueField-4 DPU and Spectrum-6 Ethernet switch — to accelerate training and inference.

Key claims: up to 10x lower inference token cost and 4x fewer GPUs for MoE training versus the Blackwell platform; Rubin GPU delivers 50 petaflops NVFP4; NVLink 6 offers 3.6TB/s per GPU and NVL72 rack 260TB/s. Rubin products enter production with partner availability in H2 2026.

NVIDIA (NVDA) unveiled new physical AI models, open-source simulation and orchestration frameworks, and Jetson and Thor robotics compute at CES on Jan 5, 2026.

Key releases include Cosmos Transfer 2.5, Cosmos Predict 2.5, Cosmos Reason 2, the GR00T N1.6 VLA model, Isaac Lab-Arena, and OSMO, plus integrations with Hugging Face and LeRobot. NVIDIA also announced the Jetson T4000 module (1,200 FP4 TFLOPS, 64GB) priced at $1,999 at 1,000-unit volume and availability of IGX Thor for industrial edge AI.

NVIDIA (NVDA) on Jan 5, 2026 at CES unveiled the Alpamayo family: open-source reasoning AI models, simulation tools and datasets to speed development of safe, reasoning-based autonomous vehicles.

Key components: Alpamayo 1 — a 10-billion-parameter chain-of-thought vision-language-action model on Hugging Face with open weights and inference scripts; AlpaSim — an open-source, end-to-end simulation framework on GitHub; and Physical AI Open Datasets — 1,700+ hours of driving data covering rare edge cases. Industry partners cited include JLR, Lucid, Uber and Berkeley DeepDrive. NVIDIA positions these tools as teacher models for fine-tuning, distillation and closed-loop validation under its Halos safety system.

NVIDIA (NVDA) launched the Nemotron 3 family of open models, datasets and libraries on Dec 15, 2025, targeting agentic multi-agent AI systems.

The lineup includes Nemotron 3 Nano (30B), Nemotron 3 Super (~100B) and Nemotron 3 Ultra (~500B). Nemotron 3 Nano is available today and claims 4x token throughput vs Nemotron 2 Nano, a 1M-token context window and up to 60% reduction in reasoning-token generation. NVIDIA released 3 trillion tokens of training/post-training/RL data plus NeMo Gym, NeMo RL and NeMo Evaluator; Super/Ultra expected H1 2026.

NVIDIA (NASDAQ: NVDA) and Synopsys (NASDAQ: SNPS) announced a multi-year strategic partnership on Dec 1, 2025 to integrate NVIDIA accelerated computing, agentic AI, and Omniverse digital twins into Synopsys engineering and simulation tools.

Key facts: NVIDIA invested $2.0 billion in Synopsys common stock at a purchase price of $414.79 per share. Initiatives include CUDA-X acceleration across Synopsys applications, integration of AgentEngineer with NVIDIA’s agentic AI stack, cloud-ready GPU engineering solutions, and joint go-to-market activities using Synopsys' global sales network.