Nvidia Corporation · NASDAQ:NVDA
Nvidia — J.P. Morgan 2026 Healthcare Conference
27 slides from Nvidia's conference presentation, Jan 12, 2026
Slide 1: NVIDIA Healthcare and Life Sciences
NVIDIA Healthcare and Life Sciences Kimberly Powell, VP of Healthcare and Lifesciences January 12, 2026
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: expectations with respect to the benefits, impact, performance, and availability of NVIDIA’s products, services and technologies; expectations with respect to
Slide 3: AI Scaling in Healthcare
AI Scaling in Healthcare AI Becomes AI Reaches the AI Learns Laws Agentic Physical World of Nature
Slide 4: 80% of Startups are Building on Open Models
80% of Startups are Building on Open Models Open Models Reach the Frontier Open Reasoning AI Is the Backbone of Innovation 80 Model 70 Kimi K2 160 M Intelligence DeepSeek V3.2 60 GPT-OSS 140 M Qwen Frontier Models 120 M 50 Reasoning Nemotron Models 100 M 40 Monthly Open Models Hugging Face 80 M Down
Slide 5: NVIDIA Leads Open Model Ecosystem
NVIDIA Leads Open Model Ecosystem Language Models Released in 2025 NVIDIA Google Alibaba Qwen IBM Granite AI2 Microsoft Mistral Z.ai DeepSeek Kimi Minimax Meta Llama OpenAI 0 25 50 75 100 Source: Hugging Face Count excludes quantized models, but includes variants (e.g., Nemotron Cosmos reasoning vs.
Slide 6: Agentic AI Has Become “Hirable”
Agentic AI Has Become “Hirable”
Slide 7: $4.9T Healthcare Industry Deploying AI 3x the U.S. Economy
$4.9T Healthcare Industry Deploying AI 3x the U.S. Economy Share of U.S. Business With Paid Commercial Licenses for AI Applications U.S. Economy Healthcare (Overall) Health Systems Outpatient Payers 30% 27% 25% 22% 20% 18% 15% 14% 10% 9% 5% 0% Sep 23 Dec 23 Mar 24 Jun 24 Sep 24 Dec 24 Mar 25 Jun 25
Slide 8: Agents Are Multi Model, Multi Cloud, and Hybrid Cloud
Agents Are Multi Model, Multi Cloud, and Hybrid Cloud Prompt Response User or Machine Reason Frontier Models Critique Plan Router Customized Open Models Tool Use App, Data Web Search Semantic File System Memory Sandbox Platforms Search (MCP)
Slide 9: Healthcare Agents
Healthcare Agents Clinical Conversation Agents Health Agent Developer Platform Healthcare Workforce Agents
Slide 10: Clinical Agents
Clinical Agents Clinical Trial Agents Disease Modeling Agents Commercial Field Agents
Slide 11: Agentic Digital Health Ecosystem on NVIDIA
Agentic Digital Health Ecosystem on NVIDIA Patient Experience Virtual Care Clinician Experience Patient Monitoring Analytics Operations Clinical Operations Clinical Development
Slide 12: Agents Accelerate Science
Agents Accelerate Science Prompt Response User AI Scientist Agent Computational Robotic Dry Lab Wet Lab
Slide 13: Science Agents
Science Agents AI Co-Scientist Scientific Superintelligence Agents for Multi-Omics Drug Discovery
Slide 14: Agents Enter The Lab
ThermoFisher SCIENTIFIC
Slide 15: Thermo Fisher Scientific Builds AI Infrastructure to Advance Lab Performance
Announcing Thermo Fisher Scientific Builds AI Infrastructure to Advance Scientific Instrumentation and Accelerate Lab Performance Experiment Protocol QC Analytics Agent Agent Agent Agent
Slide 16: Scaling Robot Intelligence for the Real World
Scaling Robot Intelligence for the Real World Generalist-Specialist Broad scope, deep proficiency Generalist Broad scope Specialist Deep proficiency
Slide 17: Physical AI 3-Computer Platform
Physical AI 3-Computer Platform Simulate Train Cosmos Isaac Gr00T Deploy
Slide 18: Industry Leaders Building on NVIDIA Isaac and GR00T
Industry Leaders Building on NVIDIA Isaac and GR00T Cosmos Isaac GR00T Physical AI Robotics
Slide 19: AI Revolution in Drugmaking press quotes
“NeurIPS 2025: Biology’s Transformer Moment” Genetic Engineering & Biotechnology News, December 2025 “An AI Revolution in Drugmaking Is Under Way” Economist, January 2026 “AI-Enabled Drug Discovery Reaches Clinical Milestone” Nature Medicine, July 2025
Slide 20: Announcing New NVIDIA Clara Open Models
Announcing New NVIDIA Clara Open Models Proteina RNAPro NEW CodonFM KERMT ReaSyn v2NEW
Slide 21: Announcing The NVIDIA BioNeMo Platform
Announcing The NVIDIA BioNeMo Platform New open-source models, libraries, and training recipes CodonFM cuEquivariance KERMT nvMolKitNEW BioNeMo Framework Virtual Screening 455K Synthetic Proteins Proteina Parabricks BioNeMo RecipesNEW Protein Design ReaSyn v2NEW CUDA-X Data Science RNAProNEW Data Mo
Slide 22: Expanding the BioNeMo Ecosystem to Enterprise Platforms
Expanding the BioNeMo Ecosystem to Enterprise Platforms Gene Therapy Design Platform End-to-End Drug AI Platform Scientific Data Discovery Platform
Slide 23: User AI Scientist Agent
Prompt Response User AI Scientist Agent Computational Robotic Dry Lab Wet Lab
Slide 24: Growing NVIDIA BioNeMo Ecosystem
Growing NVIDIA BioNeMo Ecosystem AI Drug Discovery Data and Agents Laboratories and Robots
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Slide 26: AI Scaling in Healthcare
AI Scaling in Healthcare
Slide 27: NVIDIA
NVIDIA |