New York, Jan 13, 2026, 08:38 EST — Premarket
- Nvidia shares barely moved before the open, following the company’s comments on payment terms for its H200 AI chips in China
- Nvidia and Eli Lilly announced a $1 billion, five-year collaboration to establish an AI-driven drug research lab in the San Francisco Bay Area
- Traders eye Taiwan Semiconductor’s earnings on Jan. 15, with Nvidia’s results due Feb. 25 as the next key updates
Nvidia shares showed little movement in premarket trading Tuesday following the company’s announcement that customers won’t need to pay upfront for its H200 chip, a data-center GPU designed for AI model training and deployment. The stock inched up roughly 0.03% to $184.94. (Reuters)
The remark comes amid a market viewing China as a critical factor for Nvidia—not a collapse scenario, but a region where red tape and regulations can delay shipments that would otherwise boost revenue. With Nvidia’s stock often driven by the next quarter’s supply and demand, even minor hiccups can quickly escalate.
Nvidia is also looking to expand beyond the cloud giants. Healthcare is a key focus, as the company promotes tools linking lab work to computing needs—though it may be a while before that revenue appears in quarterly results.
On Monday, Nvidia and Eli Lilly revealed plans to invest $1 billion over five years in a joint research lab located in the San Francisco Bay Area, leveraging Nvidia’s next-gen Vera Rubin AI chips. Kimberly Powell, Nvidia’s healthcare VP, said during a press briefing that the exact site would be unveiled in March. She added that teams from both companies would work “side by side,” focusing on generating data to advance biotech AI models. (Reuters)
Nvidia kicked off the J.P. Morgan Healthcare Conference by unveiling a bigger plan for its BioNeMo life-sciences platform, featuring a co-innovation lab with Lilly. Lilly’s executive VP, Diogo Rau, described the partnership as “a catalyst” for what he sees as the future of drug discovery—faster experimentation and more tailored models. (NVIDIA Newsroom)
Thermo Fisher Scientific revealed a new strategic partnership with Nvidia to enhance AI-driven lab automation, linking instruments and data with AI software. Gianluca Pettiti, the company’s executive vice president, said the combination of AI and automation will “transform how scientific work is performed,” with the goal of reducing manual tasks and speeding up lab processes. (Thermo Fisher Scientific Investors)
Chip stocks edged higher in early moves, led by the iShares Semiconductor ETF, which gained roughly 0.5%. Advanced Micro Devices climbed around 2.2%, Broadcom added about 2.1%, and U.S.-listed Taiwan Semiconductor shares jumped close to 2.5%.
Taiwan Semiconductor’s quarterly earnings call is set for Thursday, Jan. 15, at 1:00 a.m. Eastern time. Nvidia investors watch TSMC’s guidance and capital expenditure closely to gauge the pace of the AI expansion. (TSMC)
That downside risk remains. Delays in China’s approvals or new export and licensing restrictions could jam shipments and prompt customers to reconsider their orders. Plus, healthcare partnerships might not generate enough revenue soon enough to move the needle in the coming quarters.
Looking past the latest news, Nvidia’s next major event is earnings. The company’s investor calendar marks Feb. 25 for its fourth-quarter fiscal 2026 report. Investors will zero in on data-center demand and any clues about China’s impact on orders. (NVIDIA Investor Relations)
Traders are eyeing any further remarks from the J.P. Morgan Healthcare Conference, ongoing until Jan. 15, while also awaiting Taiwan Semiconductor’s upcoming earnings report this week. (JPMorgan)
