Nvidia and Eli Lilly Team Up: Does It Signal Broader Real-World Adoption for AI?

NVIDIA and Eli Lilly announced a $1B, five-year investment to build a joint research lab, leveraging Nvidia’s latest Vera Rubin AI platform. Does this partnership open a new long-term growth lane for Nvidia beyond hyperscalers? Can AI materially improve drug discovery efficiency and margins for pharma leaders like Eli Lilly?

avatarTiger_comments
01-13 23:35

AI Partnership Pops! Is Next Phase of AI Adoption Coming?

AI is no longer just a chip story — it’s showing up in retail, pharma, and healthcare services. The recent moves in $Wal-Mart(WMT)$ , $NVIDIA(NVDA)$ , $Eli Lilly(LLY)$ , and $Tempus AI(TEM)$ are not random.1. What happened to this traditional giants and AI stars?Walmart hit fresh highs as investors price in potential Nasdaq-100 inclusion and Google’s expansion of Gemini shopping. The upgrade turns Gemini from a recommendation assistant into a “virtual merchant” that can complete purchases, with Walmart among the retail partners.At the same time, Nvidia and Eli Lilly announced a Bay Area joint research lab, with $1 billion c
AI Partnership Pops! Is Next Phase of AI Adoption Coming?
avatarAN88
05:27
yes tempus can run surprised results. will pick service now and buy NVIDIA now
this is bigger than all of us realise. predicting the newest moves in this area could become more lucrative than the moves themselves.⭐🐯
AI and Healthcare sectors have been the key driver for global stocks since the 2020 COVI D pandemic.    Big data analytics combined with scalable computing results in innovation in treatments , drug discovery and quicker clinical trials . With NVIDIA ( NVDA ) the most powerful AI chip maker and computing platform & Eli-Lilly ( the fastest growing Fortune 500 Healthcare stock )    Team up - is a seismic stick to the expected  revenue and profitability of both firms . Typically such teams up would result in major price rises for both stocks 2-3 quarters later .  However , markets have already started jumping particularly for NVDA stock - since the news is out . JP Morgan , & others are already revising their price targets for both Nvidia &Eli-Li
avatarShyon
00:14
If I had to follow one theme into 2026, it would be AI embedded directly into revenue-generating workflows. The market is moving beyond chips toward companies using AI to improve margins and execution in retail, pharma, and healthcare. That’s where AI spending becomes durable. Tempus AI (TEM) still has upside if execution stays strong. The ~83% YoY revenue growth shows real commercialization, and any improvement in margins or enterprise penetration could re-rate the stock as healthcare infrastructure rather than a pure growth play. Between ServiceNow & Snowflake versus IGV, I’d favor the platforms. AI value is concentrating in orchestration and data layers, not broad software baskets. For Nvidia, I remain bullish long term but would only add on sentiment-driven pullbacks, not strength
avatarBotakGuy
01-13 22:35
$NVIDIA(NVDA)$ Topping up position periodically. 
avatarzhingle
01-13 19:50
🚀 NVIDIA × Eli Lilly: A Blueprint for NVIDIA’s Next $100B Growth Vertical NVIDIA and Eli Lilly’s $1B, five-year AI partnership is being underappreciated by the market. This is not about healthcare experimentation — it is about AI becoming a revenue-generating input, not just infrastructure. This matters because it expands NVIDIA’s total addressable market beyond hyperscalers. ⸻ 🔑 Why this deal is structurally bullish for NVIDIA NVIDIA’s current growth is tied to capex cycles at cloud providers. This partnership introduces a different demand driver: 👉 Outcome-based AI spending. Eli Lilly is deploying AI to improve: • Drug discovery hit rates • R&D capital efficiency • Time-to-market for blockbuster therapies If AI increases success probabilities or shortens development timelines by even
avatarWeChats
01-13 19:20
Nvidia x Eli Lilly: The $1B Signal That "Phase 2" of the AI Boom Is Here The bearish argument against Nvidia has been simple: “Eventually, Big Tech runs out of data to train on.” The bulls just got their answer—and it didn’t come from Silicon Valley. It came from a lab. Nvidia (NVDA) and Eli Lilly (LLY) just confirmed a massive $1B, 5-year partnership to build a joint research lab. This isn’t just another press release; it’s the firing gun for Industrial AI. We are moving from "AI that writes code" to "AI that decodes biology." If you are only watching hyperscalers (Google/Meta/Microsoft), you are missing the next massive leg of the bull run. Here is the deep dive on why this deal changes the valuation math for both giants. 1️⃣ The "Vera Rubin" Flex: Why This Architecture Matters The headl
avatarL.Lim
01-13 14:41
I will be taking the time to read the articles on reputable sites for a better insight of what this entails. However, my rough input would be: if this is a circular economy kind of situation where Eli Lilly signs a contract just to look like it had some AI related investment and hoping to hitch themselves to the Nvidia rocket, for investors to rush in and boost prices of both companies, then it will be a step in the wrong direction. If they buy the Rubin chips to increase computing power and to boost their research ability then this will indeed be groundbreaking, allowing the "AI" to be correctly applied (not producing university essays or gibberish news articles), then Nvidia will have truly found another way to diversify. Much like the announcement of having Nvidia chips for self driving
NVIDIA and Eli Lilly Partnership Analysis Broader Real-World AI Adoption for NVIDIA Beyond Hyperscalers The partnership between NVIDIA and Eli Lilly, involving a $1 billion, five-year investment in an AI co-innovation lab, signals NVIDIA's expansion into real-world AI applications beyond its traditional hyperscaler customer base. This collaboration aims to reinvent drug discovery by leveraging NVIDIA's BioNeMo platform and Vera Rubin architecture. The Vera Rubin platform is built for compute-intensive applications, including drug discovery and genomics. NVIDIA's CEO, Jensen Huang, stated that "AI is transforming every industry, and its most profound impact will be in life sciences," highlighting a strategic push into diverse sectors. NVIDIA is already engaging with healthcare partners such
avatarWeChats
01-12 07:48
🚀 Citi’s $5 Trillion Bombshell: Is NVDA’s "Rubin" the Key to the Next Supercycle? $5 Trillion. Let that number sink in. Just when the bears were whispering about "AI fatigue" and "capex cliffs," Citi dropped a massive report suggesting that Nvidia’s upcoming Vera Rubin architecture—the successor to the already-hyped Blackwell—could unlock a $5 trillion artificial intelligence opportunity. If you thought the move from H100 to Blackwell was big, the market is now starting to price in what happens after 2025. Nvidia isn't just selling chips anymore; they are building the industrial foundation of the next decade. But with the stock hovering near $185, is this priced in, or are we staring at the next leg up to $200+? Let’s break down the catalyst, the tech, and the trade. 1️⃣ The "Rubin" Thesis
avatarWeChats
01-12 07:46
Jensen Huang Just Wiped Out Billions in Thermal Stocks — But Was It a Buy Signal? NVIDIA just dropped a nuclear bomb on the cooling industry with a single sentence. Speaking on the future Vera Rubin platform, Jensen Huang said: > "Our future platform is cooled by 45°C warm water. At this temperature, data centers no longer need traditional chillers." >  The Market’s Knee-Jerk Reaction: Panic selling. Stocks like Vertiv ($VRT) and other thermal management giants took a nosedive. The logic was simple: "NVIDIA doesn't need cooling anymore = Sell." The Reality: The market is dead wrong. The demand for thermal management isn't disappearing—it's getting more expensive, more complex, and more exclusive. If you understand the physics, yesterday’s crash might be the biggest alpha opportu
avatarkoolgal
01-09
🌟🌟🌟NVIDIA $NVIDIA(NVDA)$ highlights from CES 2026 centered  on pushing the boundaries of AI infrastructure and extending into Physical AI.  The star of the show is Rubin, expected to be launched in 2H 26.  Rubin is 10x lower cost yet delivers 5x inference performance and 3.5x training compared to Blackwell. In Physical AI,   NVIDIA launched its end to end Autonomous Driving AI - AlphaMayo, a system that can think and reason. I am super excited at Nvidia's latest innovation and believe that NVIDIA has lots of exponential growth ahead.🥰🥰🥰🌈🌈🌈💰💰💰
avatarkoolgal
01-09
🌟🌟🌟2026 is the Year of the Mega IPOs and Wall Street is pointing to 3 titans: SpaceX, OpenAI and Anthropic as the most likely mega IPOs of 2026.  They are collectively valued at a potential staggering USD 3 trillion! The big question is no longer if they will list but WHEN.  I am super excited as I am getting ready my war chest for these Mega IPOs.🥰🥰🥰🌈🌈🌈💰💰💰 @Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger

2026 Tiger Brokers Trade To Win

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avatarJstan
01-08

2026 Tiger Brokers Trade To Win

Find out more here:2026 Tiger Brokers Trade To Win Gather your elite trading team, compete for a roaring US$360,000 Prize Pool!
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avatarxc__
01-08

Nvidia's Rubin Revolution: $5 Trillion AI Empire on the Horizon? 🚀💥

Buckle up, tech enthusiasts—Nvidia just dropped a bombshell at CES that's set to redefine the AI landscape! 🌟 The Vera Rubin platform isn't just an upgrade; it's a game-changer, packing 3.5x the training muscle and a whopping 5x inference power over Blackwell. Imagine AI systems churning through complex tasks faster, cheaper, and smarter—cutting down on GPU needs by up to 4x while slashing inference costs by 10x. 😎 This efficiency monster is shipping in the second half of this year, poised to supercharge everything from data centers to edge computing. But wait, there's more firepower! Nvidia unveiled Alpamayo, an open-source wizard for autonomous vehicles that lets cars "think" and decide like pros in tricky scenarios. Partnering with giants like Mercedes, it's accelerating self-driving te
Nvidia's Rubin Revolution: $5 Trillion AI Empire on the Horizon? 🚀💥
NVIDIA’s Rubin platform presents a potential $5 trillion opportunity in the AI sector, with analyst projections estimating revenues could reach up to $350 billion in 2026. This development may assure continued growth—worth evaluating for investors. #NVIDIA #AI #CES2026
avatarhpleong
01-08
Think NVDIA is on full steam ahead. I feel analysis wanted more to a point not realistic. If the train continue this journey and steam do tie to pick up it will be hard to stop it
avatarAqa
01-08
Nvidia, AMD and Tesla are all strongly into AI now. And the U.S. Department of Energy’s funding direction is in nuclear stocks. 2026 is the year to start long term investments of AI, robots and nuclear stocks to achieve a diversified portfolio. Thanks @Tiger_comments @TigerStars @Tiger_SG @icycrystal
1. Alpamayo: Open-Source Thinking for Autonomous Vehicles Nvidia introduced Alpamayo, a family of open-source AI models and tools that bring reasoning-based decision-making to autonomous vehicles. These models allow vehicles to process complex scenarios and explain their decisions, moving beyond traditional perception-only systems. Nvidia has released Alpamayo’s core components openly on platforms such as Hugging Face to encourage industry uptake and collaborative development.  Key strengths in this initiative include: Lowering the development barriers for OEMs and autonomous software developers by providing foundational technologies for reasoning and safety.  Accelerating the path to Level 4 autonomous driving through open datasets, simulation tools, and core AI models.  So