Nvidia Corporation Stock Price, News & Analysis

Healthcare executives are increasingly adopting generative AI, with 90% reporting positive ROI from their investments. The Global AI in Healthcare Market is projected to reach $164.16 billion by 2030, growing at a 49.1% CAGR. In a significant development, Avant Technologies has partnered with Roche and Salud 360 to launch a pilot program in Costa Rica targeting diabetic retinopathy using AI technology. The program utilizes non-mydriatic fundus cameras and AI to analyze retinal images for early detection of the condition. Initially implemented in Costa Rica, where diabetes affects 10.4% of adults, the program aims to expand to the US, Canada, and Europe if successful.

Sierra Space has announced a significant advancement in space domain awareness through a collaboration with NVIDIA. The company is implementing physics-informed neural networks (PINNs) to predict the locations of orbital debris, addressing the growing challenge of space safety.

The innovative approach combines physical laws with neural network architectures to enhance prediction accuracy while reducing computational overhead. PINNs are trained using satellite observations and historical tracking data to understand and predict debris trajectories in real-time.

Through NVIDIA's AI and accelerated computing capabilities, Sierra Space can process vast amounts of data simultaneously, enabling faster model training and inference for real-time applications. This collaboration aims to improve the safety and operational integrity of space assets by enabling timely and effective evasive actions when needed.

NVIDIA announced the opening of its first Vietnam research and development center, focusing on artificial intelligence development. The R&D center will concentrate on software development, leveraging Vietnam's STEM talent pool to accelerate AI adoption. The facility will serve as a platform for researchers and startups to develop AI applications across healthcare, education, transportation, and finance sectors.

The company is partnering with the Vietnamese government as part of the country's digital transformation strategy. NVIDIA has already established a presence in Vietnam's tech ecosystem over the past eight years, working with over 100 AI startups through its Inception program and 65 universities. The company also began collaborating with FPT Smart Cloud as its first Vietnamese cloud partner last year.

NVIDIA has announced its participation in two upcoming financial community events. The company will present at the UBS Global Technology and AI Conference on December 3 at 6:35 a.m. Pacific time, and the J.P. Morgan Healthcare Conference on January 13 at 9:45 a.m. Pacific time. Live audio webcasts will be available at investor.nvidia.com, with replays accessible for 90 days after the events.

NVIDIA reported record Q3 FY25 results with revenue of $35.1 billion, up 17% quarter-over-quarter and 94% year-over-year. Data Center revenue reached $30.8 billion, up 112% from last year. GAAP earnings per share was $0.78, up 111% year-over-year. The company expects Q4 revenue of $37.5 billion (±2%) with a GAAP gross margin of 73.0%. Gaming revenue was $3.3 billion, up 14% from Q2, while Automotive revenue grew 72% year-over-year to $449 million. CEO Jensen Huang highlighted strong demand for Hopper and Blackwell platforms as AI adoption accelerates across industries.

nVent Electric announced a collaboration with NVIDIA to deploy liquid cooling solutions supporting the NVIDIA GB200 NVL72 and next-generation platforms. nVent is contributing to development programs with hyperscale and high-performance computing customers, delivering customized solutions for NVIDIA NVL36 and NVL72 deployments. The company worked with NVIDIA to define a reference architecture utilizing nVent's coolant distribution unit, liquid-to-air heat exchanger, and manifold products. The collaboration also extends to delivering solutions for the Open Compute Project community, aiming to address supply chain constraints and improve technology reliability in data centers.

NVIDIA announced an Omniverse Blueprint enabling software developers to create digital twins with real-time interactivity for computer-aided engineering (CAE). The blueprint combines NVIDIA acceleration libraries, physics-AI frameworks, and interactive rendering to achieve 1,200x faster simulations and real-time visualization.

Major software developers including Altair, Ansys, Cadence, and Siemens can implement this technology to help customers reduce development costs and accelerate time-to-market. A notable application includes computational fluid dynamics simulations, demonstrated through a virtual wind tunnel at SC24 that enables real-time interactive fluid dynamics visualization.

NVIDIA announced a collaboration with Google Quantum AI to accelerate quantum computing device design using the NVIDIA CUDA-Q™ platform and Eos supercomputer. The partnership aims to simulate quantum processor physics to address noise limitations in quantum computing hardware.

Using 1,024 NVIDIA H100 Tensor Core GPUs, Google can now perform one of the world's largest dynamical simulations of quantum devices, capable of simulating 40 qubits. The CUDA-Q platform has significantly reduced simulation time from weeks to minutes, and the software will be made publicly available for quantum hardware engineers.

NVIDIA announced that global pharmaceutical and techbio industry leaders are adopting its open-source BioNeMo Framework to advance drug discovery and accelerate molecule design. The framework offers accelerated computing tools to scale AI models for biomolecular research. The end-to-end platform includes NVIDIA NIM microservices and BioNeMo Blueprints for optimized workflows.

The platform features new NIM microservices supporting models like AlphaFold2 (achieving 5x speedup), DiffDock 2.0 (6.2x faster, 16% more accurate), RFdiffusion, and ProteinMPNN. Over 200 organizations are already integrating BioNeMo into their drug discovery platforms.