share_log

Nvidia Eyes $1 Billion In Healthcare AI Revenue: Is This The Next Growth Frontier?

Nvidia Eyes $1 Billion In Healthcare AI Revenue: Is This The Next Growth Frontier?

英偉達瞄準10億美元的醫療人工智能營業收入:這是下一個增長前沿嗎?
Benzinga ·  01/14 22:08

Nvidia Corp's (NASDAQ:NVDA) products aren't just about GPUs and gaming. The technology company is now making waves in healthcare artificial intelligence.

英偉達公司(納斯達克:NVDA)的產品不僅僅是關於顯卡和遊戲。這家科技公司現在在醫療保健人工智能領域掀起波瀾。

At J.P. Morgan's Healthcare Conference on Monday, analyst Harlan Sur emphasized Nvidia's strategic positioning and highlighted key drivers for future growth. Here's why Wall Street and hospitals alike are paying attention.

在週一的摩根大通醫療保健會議上,分析師哈蘭·蘇爾強調了英偉達的戰略定位,並突出了未來增長的主要驅動因素。這就是華爾街和醫院爲何都在關注的原因。

AI Agents To The Rescue

人工智能代理救援

With a looming shortage of up to 20 million healthcare workers, Nvidia is stepping in with AI-driven solutions like delivery robots and generative AI for clinical conversations. Sur noted the rising demand for such agentic AI solutions due to labor shortages, with Nvidia already partnering with firms like Intrivo and Abridge to deploy these technologies.

由於高達2000萬的醫療工作者短缺,英偉達正通過送貨機器人和針對臨牀對話的生成式人工智能等 AI 驅動解決方案介入。蘇爾指出,由於勞動力短缺,對這種代理型人工智能解決方案的需求正在上升,英偉達已經與像Intrivo和Abridge這樣的公司合作,部署這些技術。

These "digital health agents" aren't just futuristic toys—they're becoming vital to filling critical workforce gaps. Partnerships with players like Intrivo and Abridge underscore the real-world traction Nvidia is gaining.

這些 "數字健康代理" 不僅僅是未來的玩具——它們正變得至關重要,以填補關鍵的勞動力缺口。與如Intrivo和Abridge等公司的合作凸顯了英偉達在現實世界中獲得的真正吸引力。

Nvidia: Big Platforms, Bigger Ambitions

英偉達:大平台,更大的雄心

Nvidia's powerful datacenter platforms—Omniverse, Cosmos, and DGX Cloud—are pushing healthcare AI adoption to new heights. According to Sur, the flexibility Nvidia offers across on-premise, cloud-based, or hybrid models is helping drive enterprise adoption.

英偉達強大的數據中心平台——Omniverse、阿童木和DGX Cloud——正在推動醫療保健AI的採用達到新高度。根據蘇爾的說法,英偉達在本地、基於雲或混合模式下提供的靈活性正在推動企業的採用。

With a projected $1 billion in annual recurring healthcare revenues by FY26, the company is tapping into a market worth hundreds of billions.

預計到2026財年,公司的年度持續醫療收入將達到10億美元,該公司正在開發一個價值數千億美元的市場。

Nvidia's Tech Meets Medicine

英偉達的科技與醫學相結合

From drug discovery to robotics-assisted surgeries, Nvidia embeds AI across medical devices and hospital operations. Sur highlighted Nvidia's use of Omniverse and Cosmos platforms for creating physics-aware virtual environments to train robots and develop medical technologies.

從藥物發現到機器人輔助手術,英偉達將人工智能嵌入醫療設備和醫院運營。Sur強調了英偉達在Omniverse和阿童木平台上創建物理感知虛擬環境,以訓練機器人和開發醫療科技的應用。

Genomics, Partnerships, Competitive Firepower

基因組學、合作伙伴關係、競爭實力

New collaborations with Iqvia Holdings Inc (NYSE:IQV) and Illumina Inc (NASDAQ:ILMN) signal Nvidia's aggressive push to dominate healthcare AI. Sur noted these strategic partnerships as critical steps in Nvidia's healthcare AI roadmap.

與艾昆緯(紐交所:IQV)和Illumina公司(納斯達克:ILMN)達成的新合作關係,表明英偉達正在積極推送以主導醫療人工智能。Sur指出,這些戰略合作伙伴關係是英偉達醫療人工智能路線圖中的關鍵步驟。

From drug discovery to genomic research, Nvidia aims to unlock breakthroughs that could reshape human health.

從藥物發現到基因研究,英偉達的目標是解鎖可能改變人類健康的突破。

If Sur's projections hold, healthcare AI could be Nvidia's next billion-dollar play.

如果Sur的預測成立,醫療人工智能可能是英偉達的下一個十億美元機會。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論