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

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.

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

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%.

NVIDIA says "we continue to ship all GeForce SKUs," after YouTube channel Hardware Unboxed reported that the RTX 5070 Ti has "effectively" been discontinued.

After Asus reportedly told a YouTuber that it will no longer produce any 5070 Ti models, Nvidia acknowledged that 'memory supply is constrained,' but denied that the 5070 Ti is dead.

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.

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