By Simply Wall St
Publication Date: 2026-01-20 06:10:00
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NVIDIA and its partners have, over recent days, unveiled a wave of new AI hardware and collaborations, from Blackwell-based GeForce RTX 5090 gaming cards and Vera Rubin data center systems to deep-life-sciences tie‑ups with Eli Lilly, Natera, Thermo Fisher and others built on the NVIDIA AI platform.
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Together, these launches and alliances extend NVIDIA’s AI reach from gaming and autonomous vehicles to drug discovery, industrial automation and privacy-first cloud infrastructure, reinforcing its role as a core supplier of end‑to‑end AI computing across multiple sectors.
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With NVIDIA’s Vera Rubin chips entering early production and new full‑stack partnerships like the US$1.00 billion Eli Lilly co‑innovation lab, we’ll now look at how these developments reinforce or challenge the existing investment narrative.
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To own NVIDIA, you need to believe it remains the default platform for AI compute across data centers, PCs and industry, despite supply, geopolitical and customer-insourcing pressures. The latest CES announcements broaden that platform but do not materially change the near term catalyst of continued AI data center demand, nor reduce the biggest risk around export controls and China-related uncertainty.
Among the recent news, the…