NVIDIA’s New AI System Aims To Transform Genetic Research With Unmatched Speed And Precision - Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN)

NVIDIA NVDA has introduced Evo 2, an advanced artificial intelligence (AI) system aimed at transforming the field of biological research.

What Happened: Nvidia announced on Wednesday, that Evo 2, its new AI model, is set to fast-track advancements in genetics and medicine by rapidly analyzing and generating genetic code from a wide range of organisms. According to Nvidia, this project ‘provides insights into DNA, RNA and proteins across diverse species.’ The system is being recognized as the most comprehensive AI system to date for biological research.

This project has been undertaken on the NVIDIA DGX Cloud platform in association with Stanford University and Arc Institute, a nonprofit research center, with an outlay of $650 million.

Evo 2 is designed to significantly speed up research processes that traditionally require extensive manual data analysis. The system has been trained on nearly 9 trillion nucleotides or genetic data points from more than 128,000 diverse organisms, including bacteria, plants, and humans.

In early trials, Evo 2 accurately detected 90% of potentially harmful mutations in BRCA1, a gene associated with breast cancer. The model was built using 2,000 Nvidia H100 processors on Amazon’s AMZN cloud infrastructure, Amazon Web Services.

According to Nvidia, Evo 2 could also help in healthcare and drug discovery through gene variant analysis. Additionally, its insights into plant biology could empower scientists to design varieties of climate-resistant crops and address global food shortages.

Why It Matters: The release of EVO 2 reinforces Nvidia’s AI goals in exploring healthcare and biomedical fields as a means to diversify its revenue verticals.

In March, the company revealed partnerships with Johnson & Johnson JNJ to utilize generative AI in surgery and with GE Healthcare, an arm of the General Electric Co GE to enhance medical imaging. In the past, the chipmaker also launched nearly two dozen AI-powered tools focussed on healthcare besides investing $50 million in 2023 into a biotech firm, Recursion, for AI-powered drug discovery.

Meanwhile, top Wedbush analyst Dan Ives predicted that NVIDIA would follow Apple Inc. AAPL in reaching a $4 trillion market cap, despite concerns over tariffs and rising competition from China’s DeepSeek. The analyst remained bullish on AI stocks, emphasizing the inability of “bears” to see the potential of AI in the spreadsheets. The launch of Evo 2 underscores this potential and NVIDIA’s leading role in the AI revolution.