entering the ai healthcare era

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JP Morgan 2021 | Kimberly Powell VP, GM Healthcare ENTERING THE AI HEALTHCARE ERA

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Page 1: ENTERING THE AI HEALTHCARE ERA

JP Morgan 2021 | Kimberly Powell VP, GM Healthcare

ENTERING THE AI HEALTHCARE ERA

Page 2: ENTERING THE AI HEALTHCARE ERA

Forward-Looking Statements

Except for the historical information contained herein, certain matters in this presentation including, but not limited to, statements as to: theperformance, benefits, abilities, availability and impact of our products and technologies; TAMs, market sizes and market spend; artificialintelligence being the most powerful technology force of our time; how artificial intelligence is used; Cambridge-1; the adoption of ourtechnologies; AI healthcare startups; enabling the AI healthcare era; our markets; and our growth and growth drivers are forward-lookingstatements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements and any otherforward-looking statements that go beyond historical facts that are made in this presentation are subject to risks and uncertainties that maycause actual results to differ materially. Important factors that could cause actual results to differ materially include: global economicconditions; our reliance on third parties to manufacture, assemble, package and test our products; the impact of technological developmentand competition; development of new products and technologies or enhancements to our existing product and technologies; marketacceptance of our products or our partners' products; design, manufacturing or software defects; changes in consumer preferences anddemands; changes in industry standards and interfaces; unexpected loss of performance of our products or technologies when integrated intosystems and other factors.

NVIDIA has based these forward-looking statements largely on its current expectations and projections about future events and trends that itbelieves may affect its financial condition, results of operations, business strategy, short-term and long-term business operations andobjectives, and financial needs. These forward-looking statements are subject to a number of risks and uncertainties, and you should not relyupon the forward-looking statements as predictions of future events. The future events and trends discussed in this presentation may not occurand actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements. Although NVIDIAbelieves that the expectations reflected in the forward-looking statements are reasonable, the company cannot guarantee that future results,levels of activity, performance, achievements or events and circumstances reflected in the forward-looking statements will occur. Except asrequired by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances. For acomplete discussion of factors that could materially affect our financial results and operations, please refer to the reports we file from time totime with the SEC, including our Annual Report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports we file with the SEC areposted on our website and are available from NVIDIA without charge.

SAFE HARBOR

Page 3: ENTERING THE AI HEALTHCARE ERA

$1.25T Industry | $2B R&D per Drug | 12 Years Development | 90% Failure Rate

ADVANCING DRUG DISCOVERY THROUGH COMPUTING

Literature

Drug CandidateDisease Target

Real World Data

STRUCTURE DOCKING SIMULATION

SEARCH

NLP

Chemical Compounds

GENOMICS IMAGING

Page 4: ENTERING THE AI HEALTHCARE ERA

ARTIFICIAL INTELLIGENCE —THE MOST POWERFUL TECHNOLOGY FORCE OF OUR TIME

GENETIC VARIANT DETECTION

Deep Learning Variant CallingNVIDIA Clara & Google DeepVariant

PROTEIN STRUCTURE PREDICTION

Experimental AccuracyGoogle AlphaFold

BIOMEDICAL & CLINICALNLP

State-of-the-Art Language ModelNVIDIA BioMegatron BioBERT

VIRTUAL DRUG SCREENING

Docking 40B CompoundsUBC DeepDocking

DRUG DISCOVERY

1,000X Faster SimulationsCaltech OrbNet

COMPUTATIONALMICROSCOPE

Atomic Molecular SimulationUCSD NAMD & ANL DeepDrive MD

Experimental Accuracy | Prediction | Simulation

0

5

10

2016 2018 2020

COMPUTATIONAL DEMAND FOR AI DRIVEN DRUG DISCOVERY(petaFLOPS per organization)*

AI

HPC

TOTAL HPC+AI

*Source: NVIDIA estimated - assumes a computational pipeline that identifies 10 disease targets, screens 1M compounds per target (inc. virtual & HCS) and 500 simulations per target

CV

ML

NLP

AlphaFold

DeepVariant

Generative Models

Page 5: ENTERING THE AI HEALTHCARE ERA

Domain Specific: Data, Algorithms, Skills

ARTIFICIAL INTELLIGENCE — SOFTWARE THAT WRITES SOFTWARE

AI MODEL

DEVELOP DEPLOY

Digital Health Data Algorithms & Compute Automated Skills

RADIOLOGY

PATIENT

MONITORING

PATHOLOGY

GENOMICS

SURGICAL

DECISION

SUPPORT

Page 6: ENTERING THE AI HEALTHCARE ERA

NVIDIA CLARA DOMAIN SPECIFIC COMPUTATIONAL PLATFORM FOR HEALTHCARE

RADIOLOGY

PATIENT

MONITORING

PATHOLOGY

GENOMICS

SURGICAL

DECISION

SUPPORT

Digital Health Data Algorithms & Compute Automated Skills

DATA CENTERCLOUD EDGE EMBEDDED

Genomics

Chemistry

Imaging

Biomedical NLP

TRITONInference

Server

MONAI

PyTorch

PRE-TRAINED MODELS TRAINING FRAMEWORK

FEDERATED LEARNING SCALABLE DEPLOYMENT

NVIDIA COMPUTING PLATFORMS

Page 7: ENTERING THE AI HEALTHCARE ERA

NLP IMAGING INSTRUMENTS CONVERSATIONAL AI DRUG DISCOVERYGENOMICS

NVIDIA CLARACOMPUTATIONAL PLATFORM FOR HEALTHCARE

500KNVIDIA GPU Instruments

Deployed

1,000+NVIDIA Inception

AI Healthcare

Startups

2019 2020

125KDownloads

5X

Page 8: ENTERING THE AI HEALTHCARE ERA

AI Computational Drug Discovery: Frameworks, Applications, Algorithms

INTRODUCING NVIDIA CLARA DISCOVERY

Literature

Drug CandidateDisease Target

Real World Data

STRUCTURE DOCKING SIMULATION

SEARCH

NLP

Chemical Compounds

GENOMICS IMAGING

RAPIDS

Clara Parabricks, RAPIDS CryoSPARC, Relion, AlphaFold RAPIDS NAMD, VMD, OpenMM, MELD Clara Imaging, MONAI

BioMegatron, BioBERT

Page 9: ENTERING THE AI HEALTHCARE ERA

World Leaders Using GPU Accelerated Computing & AI for Drug Discovery

AI DRIVEN DRUG DISCOVERY

Literature Real World Data

SEARCH

SAMPLING SIMULATION IMAGING

NLP

STRUCTUREGENETICS

Drug CandidateDisease Target

Chemical Compounds

Above organizations focus is broader than the GPU reference applications shown

Page 10: ENTERING THE AI HEALTHCARE ERA

CAMBRIDGE-1 AI SUPERCOMPUTER

HEALTHCARE &

LIFE SCIENCE RESEARCH

LARGE-SCALE AI &

DATA SCIENCE RESEARCH

COLLABORATION WITH UK INDUSTRY,

UNIVERSITIES, STARTUPS

EDUCATE FUTURE

AI PRACTITIONERS

80 NVIDIA DGX A100 | 400 PETAFLOPS AI COMPUTE | UK’S FASTEST AI SUPERCOMPUTER | WORLD’S TOP 5 GREEN SUPERCOMPUTER

Computational Instrument for AI Healthcare

Page 11: ENTERING THE AI HEALTHCARE ERA

AI Training | Early AccessTech Integration | Industry Alliance

AI HEALTHCARE STARTUPS MAKE HISTORY IN 2020

Healthcare AI Startup Funding by Quarter*

Digital Health

Imaging &Instruments

DrugDiscovery

*Source: CBInsights: State Of Healthcare Q3'20 Report: Investment & Sector Trends to Watch

** Estimated

-$.5 B

$1.5 B

$3.5 B

$5.5 B

2019 2020**

1,095

20202017

Record Year of Funding | Dozens of Industry Firsts

273

Page 12: ENTERING THE AI HEALTHCARE ERA

0

10,000

20,000

2010 2015 2020

Healthcare Spend $8T | Aging & Growing Population | Chronic Disease | Prevention

AI IN THE PRACTICE OF MEDICINE

AI MODEL

DEVELOP DEPLOY

Continuous Learning -> Software DefinedAI Healthcare Research AI Skills

RADIOLOGY

PATIENT

MONITORING

PATHOLOGY

GENOMICS

SURGICAL

DECISION

SUPPORT

AI Papers in PubMed(Machine Learning or Deep Learning)

Page 13: ENTERING THE AI HEALTHCARE ERA

SOFTWARE DEFINEDAI INSTRUMENT REVOLUTIONSensing | Predicting | Assisting

DATA CENTER

EDGE EMBEDDED

CLOUD

NVIDIA COMPUTE PLATFORMS

Page 14: ENTERING THE AI HEALTHCARE ERA

ANNOUNCING OXFORD NANOPORE TECHNOLOGIES ADOPTS NVIDIA DGX FOR ULTRA-HIGH THROUGHPUT PROMETHIONReal-Time Sequencing, AI Driven Accuracy

High Throughput up to 10 Terabases | 100 Human Genomes per Run

Deep Learning Basecaller “Bonito” 98.3% Raw Accuracy

AI Driven Single Nucleotide Variant Calling 99.9% Accuracy

COVID-19 Testing | Viral Sequencing

Human Genetics | Cancer Research

z

AI SEQUENCING ACCURACY

80%

90%

100%

2016 2017 2018 2019 2020

Models & Training

Deep Learning

Page 15: ENTERING THE AI HEALTHCARE ERA

ENABLING THE AI HEALTHCARE ERA

Computational Platform for Healthcare Innovators in AI Drug Discovery 1000+ Member Startup Accelerator AI Instrument Revolution

NVIDIA Clara NVIDIA Ecosystem NVIDA Software DefinedNVIDIA Inception

Page 16: ENTERING THE AI HEALTHCARE ERA