At the J.P. Morgan Healthcare Conference, Nvidia announced major AI partnerships with Lilly and Thermo Fisher Scientific to accelerate drug discovery and automate laboratory infrastructure globally.

Both companies are riding the AI wave, but one stock offers a better mix of growth momentum and valuation today.

The agreement, which includes Princeton, Rutgers, Rowan and others, will advance artificial intelligence teaching, research and investment.

However, there is an entirely different viewpoint you could be overlooking. Is there a more advantageous option?

Nvidia is rolling out a new app update today that includes its latest DLSS 4.5 Super Resolution and Nvidia Surround settings. DLSS 4.5 includes Nvidia’s second-generation Super Resolution transformer model, designed to improve image quality and reduce the artifacting found in DLSS 4.

The ongoing RAM shortages and the associated increase in RAM prices are starting to affect other pieces of hardware that make use of fast memory. Graphics cards are especially susceptible, which has seemingly forced Nvidia to start discontinuing at least two 50-series cards that ship with 16GB of VRAM.

Let’s examine some figures and see how this distribution capability compares to the largest capital-returning companies in the market.

In the most recent quarter, Nvidia reported a 62% increase in revenue to $57 billion and spoke of soaring demand for its latest system, Blackwell Ultra. The company also has maintained high profitability on sales, with gross margin regularly surpassing 70%.