Nvidia Corporation · NASDAQ:NVDA
Nvidia — J.P. Morgan Healthcare Conference 2025
29 slides from Nvidia's conference presentation, Jan 13, 2025
Slide 1: NVIDIA Healthcare and Life Sciences
NVIDIA Healthcare and Life Sciences Kimberly Powell | VP Healthcare and Life Sciences JP Morgan Health Conference 2025
Slide 2: Forward-looking statements
Except for the historical information contained herein, certain matters in this presentation including, but not limited to, statements as to: our market opportunity; the benefits, impact, performance, features, and availability of our products and technologies including NVIDIA AI Agent Platform, NVI
Slide 3: The AI Revolution is Here
The AI Revolution is Here This will drive huge growth in industries around the world Software Factory AI Factory $100T Tools Skills Computing Retrieval Generative Healthcare Instructions LLMS Transportation CPU GPU Manufacturing
Slide 4: The AI Revolution is Here and Accelerating
Physical AI Self-Driving Cars General Robotics The AI Revolution is Here and Accelerating Agentic AI Coding Assistant Customer Service Patient Care Generative AI Digital Marketing Content Creation Perception AI Speech Recognition Deep RECSYS Medical Imaging
Slide 5: Healthcare is $100's B AI Factory Opportunity
Healthcare is $100’s B AI Factory Opportunity AI agents | AI instruments | AI robots NVIDIA BioNeMo, Parabricks… $10T AI Biology & Drug Discovery Healthcare Industry NVIDIA Holoscan, Isaac AI Instruments & Robotics NVIDIA AI Enterprise $3T+ AI Agents Spend NVIDIA Healthcare FY2026 $100’s B >$1B ARR
Slide 6: NVIDIA Healthcare and Life Sciences Ecosystem
NVIDIA Healthcare and Life Sciences Ecosystem 3500+ NVIDIA Healthcare Inception Members Techbio Digital Health Surgical Robotics Biopharma Real World Data Imaging Cadd Tools Solution & Service Providers Sensors & Systems
Slide 7: One of the Most Important Applications of AI
One of the Most Important Applications of AI Healthcare and Life Sciences Digital Health Digital Biology Digital Devices 10Bs of Health $300B in Drug Billions of Sensors, Images & Interactions Discovery R&D Procedures
Slide 8: Toy Jensen "TJ" Summarizing NVIDIA Financials
Toy Jensen “TJ” Summarizing NVIDIA Financials
Slide 9: NVIDIA AI Agent Platform
NVIDIA AI Agent Platform Full life-cycle of custom, domain expert agents #1 Model on MTEB NeMo Retriever Virtual Lab Embedding Model NVIDIA AI Blueprints AI Agent #1 Model on ChatRAG NVIDIA Llama 3 ChatQA 1.5 70B NVIDIA NeMo Curator Customizer Evaluator Guardrails RAG Retriever #1 Commerical Model o
Slide 10: 1000s of Digital Health Agents
1000s of Digital Health Agents Always-on | Services-as-software | Pre-During-Post Pre-Operative Agent Clinical Documentation Post Operative Care Ottawa & Deloitte Abridge Hippocratic.ai Medical Concierge Patient Monitoring & Operations Mental Health Intrivo Artisight QARL
Slide 11: IQVIA and NVIDIA Accelerate Agentic AI in Healthcare
IQVIA Announcing Healthcare-grade AI TM IQVIA and NVIDIA Accelerate Agentic AI in Healthcare and Life Sciences NVIDIA AI AI Foundry | NeMo | AI Agent NIMs & Blueprints IQVIA TM Connected Intelligence
Slide 12: AI-Driven 2024 Nobel Prize
AI-Driven 2024 Nobel Prize Protein structure prediction and design David Baker Demis Hassabis John M. Jumper University of Washington Google DeepMind Google DeepMind
Slide 13: Multimodal Foundation Models for Structural Biology
Multimodal Foundation Models for Structural Biology AlphaFold3 Boltz-1 Chai-1 DeepMind MIT Jameel Clinic | Genesis Therapeutics Chai Discovery NeuralPLexer3 Protenix ESM3 Iambic ByteDance EvolutionaryScale
Slide 14: NVIDIA BioNeMo Platform
NVIDIA BioNeMo Platform Full life-cycle of custom, domain expert CADD agents BioNeMo Training BioNeMo NIMs BioNeMo Blueprints
Slide 15: Introducing GenMol Foundation Model
…. Generate Generate Mask Only GenMol Novel Molecule Input GenMol New Linker (for length) Fragments Evolve Evaluate Evolve Evaluate Update Update Fragment Oracle Optimized Fragment Oracle Optimized Library Molecule Library Linker Generative De Novo Molecule Design Generative Linker Design Introducin
Slide 16: NVIDIA BioNeMo NIMs Power Drug Design AI Factory
NVIDIA BioNeMo NIMs Power Drug Design AI Factory Expert models embedding, generating, predicting DISCOVERY DEVELOPMENT Target Hit Lead Lead Pre-Clinical Clinical Discovery Generation Identification Optimization Imaging Trials DeepVariant AlphaFold-2 MolMIM DiffDock 2.0 Cosmos Nemotron Llama Nemotron
Slide 17: Drug Discovery Assistants
Drug Discovery Assistants BioNeMo Blueprints for drug discovery workflows Virtual Screening Assistant New! Protein Design Assistant Protein Folding Target Protein Structure Protein Structure Prediction AlphaFold2 Target Protein Sequence Protein MSA Multiple Database Sequence Alignment Protein GPU-MS
Slide 18: Arc Institute and NVIDIA Accelerate Computational Biomedical Research
Arc Announcing Computational Technology Center Arc Institute and NVIDIA Accelerate Computational Biomedical Research NVIDIA BioNeMo DGX Cloud | BioNeMo OSS | NIMs | Blueprints a Arc Institute
Slide 19: Helping Build Regional Population-Specific Genomics Data
Helping Build Regional Population-Specific Genomics Data Laying the foundation for sovereign AI and healthcare innovation
Slide 20: Illumina and NVIDIA Unlocking Next Generation of Genomics Insights
Announcing Illumina Connected Analytics Illumina and NVIDIA Unlocking Next Generation of Genomics Insights NVIDIA Clara Multi-Omics | BioNeMo | RAPIDS | MONAI
Slide 21: Every Sensor, Patient Room, Hospital Will Integrate Physical AI
Every Sensor, Patient Room, Hospital Will Integrate Physical AI 160K Hospitals 400K Operating Rooms 8B Medical Devices 14M+ Hospital Beds
Slide 22: Three Computers to Build Physical AI
Three Computers to Build Physical AI NVIDIA Cosmos NVIDIA AI on Omniverse on DGX NVIDIA Holoscan on IGX
Slide 23: NVIDIA Holoscan
NVIDIA Holoscan Healthcare AI robot platform Image Guided Robotic Patient Ultrasound Therapy Surgery Diagnostics Monitoring Brain-Computing Interface Sensor Signal Image Multi-AI Blend XR NVIDIA Holoscan I/O Processing Processing Inference Render Visualization Embedded Cloud NVIDIA IGX
Slide 24: Understanding the Physical World
Understanding the Physical World NVIDIA Cosmos Nemotron – Vision language models Video Search and Summarization Tweezers, Scalpel, Dissector, Retractor Prompt What kind of tools are on the blue tray?
Slide 25: Creating Physics-Aware Virtual Worlds
Creating Physics-Aware Virtual Worlds NVIDIA Cosmos – World foundation model - #1 AI at CES 2025 CAD of dVRK Multi-Modal Data Surgical Digital Twin
Slide 26: Industry First AI Robots for Healthcare
Industry First AI Robots for Healthcare Holoscan | Omniverse | Isaac Lab Stentrode Maestro Pathfinder MIRA Brain Computer Interface Surgical Assistant Robotic Endoscopy Next Gen Miniature Robotic Surgery
Slide 27: Mayo Clinic and NVIDIA Accelerate AI-Driven Digital Pathology
Announcing Mayo Clinic Digital Pathology Mayo Clinic and NVIDIA Accelerate AI-Driven Digital Pathology NVIDIA Clara DGX GB200 | MONAI | Cosmos Nemotron Mayo Clinic Robotic Digital Pathology Lab
Slide 28: NVIDIA Healthcare
• AI AGENTS Develop and Deploy Domain-expert Agents with NVIDIA AI Enterprise • AI DRUG DISCOVERY NVIDIA Healthcare Generate, Predict and Design with NVIDIA BioNeMo • AI ROBOTS Building Healthcare Robotics with Physical AI and NVIDIA 3 Computers • >>$100B AI FACTORY OPPORTUNITY Assisting Patients, D
Slide 29: nVIDIA st”
nVIDIA st”