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NVDA_JPM_Healthcare-2026.pdf

上传人: 明**** 编号:1069764 2026-01-17 27页 18.39MB

1、NVIDIA Healthcare and Life SciencesKimberly Powell,VP of Healthcare and Lifesciences January 12,2026Except 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,a

2、nd availability of NVIDIAs products,services and technologies;expectations with respect to NVIDIAs third-party arrangements,including with its collaborators and partners;expectations with respect to technology developments;expectations with respect to AI and related industries;and other statements t

3、hat are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933,as amended,and Section 21E of the Securities Exchange Act of 1934,as amended,which are subject to the“safe harbor”created by those sections based on managements beliefs and ass

4、umptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations.Important factors that could cause actual results to differ materially include:global economic and political conditions;NVIDI

5、As reliance on third parties to manufacture,assemble,package and test NVIDIAs products;the impact of technological development and competition;development of new products and technologies or enhancements to NVIDIAs existing product and technologies;market acceptance of NVIDIAs products or NVIDIAs pa

6、rtners products;design,manufacturing or software defects;changes in consumer preferences or demands;changes in industry standards and interfaces;unexpected loss of performance of NVIDIAs products or technologies when integrated into systems;and changes in applicable laws and regulations,as well as o

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1. **NVIDIA医疗战略**:2026年1月12日发布,包含前瞻性声明,受经济、技术竞争等风险影响。 2. **AI发展趋势**:2025年推理模型下载量激增(Hugging Face数据),开放模型成主流,80%初创企业基于开放模型构建。 3. **医疗AI应用**:4.9万亿美元医疗行业部署AI,速度达美国经济3倍;NVIDIA推出Clara开放模型(如Proteina、RNAPro)及BioNeMo平台,加速药物研发。 4. **物理AI突破**:Isaac GR00T平台推动机器人智能化,Thermo Fisher等企业合作构建AI基础设施。 5. **智能体生态**:临床、科学等多领域智能体(如AI科学家)依托多模型、混合云架构提升效率。
**AI医疗前景?** **开放模型趋势?** **药物发现突破?**
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