Nvidia Survey Ahead of Q4 Earnings Reveal Growing Returns from AI Investments in Healthcare, Telecom Sectors
Markets are looking ahead to the highly anticipated Nvidia Q4 earnings, due on Wednesday at 2 p.m. Pacific Time. US stock futures also inched higher on Wednesday ahead of the earnings release.
While revenue and earnings per share remain key metrics for investors, attention will focus on returns from substantial AI infrastructure spending, as markets reassess investment strategies amid concerns that AI output may be insignificant compared with capital expenditure for large-scale data centre buildouts.
However, just before the earnings release, the AI leader disclosed data from multiple surveys showing how AI is accelerating every aspect of healthcare and expediting the telecom industry’s transition to autonomous networks and AI-native wireless infrastructure
AI’s Big Impact on the Healthcare Sector
Nvidia’s second annual State of AI in Healthcare and Life Sciences survey revealed that the healthcare industry is moving from AI experimentation to execution, realising ROI on core applications such as drug discovery, medical imaging, digital healthcare, pharmaceuticals and biotechnology, as well as payers and providers across the sector.
‘Over the next 12–18 months, the most visible and scalable impact of AI will come from logistics and administrative streamlining,’ said John Nosta of NostaLab. ‘That is where adoption curves are already steep — scheduling, documentation, coding, utilisation management, and care coordination.’
Around 70% of survey respondents are actively using generative AI and large language models in company operations. At the same time, 85% of executives believe AI is helping drive revenue, while 80 per cent said the technology is helping reduce operational overheads. Healthcare and life sciences organisations are deploying these AI workloads across a wide range of use cases, each specific to their primary functions.
‘Scaling generative AI in healthcare starts with focusing on real clinical and operational problems, rather than the technology itself,’ said Visiba UK’s Annabelle Painter. ‘The organisations seeing impact are those that embed AI into existing workflows instead of layering AI on top as a separate tool.’
AI Accelerating Telco Transformation
Nvidia’s annual State of AI in Telecommunications survey showed that AI is helping telcos tap into new business and revenue opportunities as operators accelerate adoption. Around 90 per cent of survey respondents said AI is supporting annual revenue growth, while 77 per cent expect AI-native networks to launch by the time 6G is rolled out. Meanwhile, 65 per cent of operators said network automation is supported by AI.
‘There is a seismic shift underway in the telecom industry driven by AI,’ said Circles’ Sebastian Barros. ‘Communication service providers are converging on a new realisation. Their role in society extends beyond moving bits across networks toward moving intelligence across local and regulated infrastructure. That transition defines the move from telco to “AICO” — AI infrastructure companies operating at network proximity.’
Both surveys showed that the majority of companies in the healthcare and telecom sectors expect AI spending to rise going forward, which has been a concern for investors. However, companies believe higher AI spending is justified by the overwhelmingly positive impact of the technology across industries
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Originally published on IBTimes UK
