Core Insights - Tempus AI and NVIDIA are both making significant strides in the AI and healthcare sectors, with Tempus AI focusing on precision oncology and NVIDIA leading in AI infrastructure [2][3] - Year-to-date, Tempus AI shares have increased by 91.8%, outperforming NVIDIA's 29.2% gain, indicating strong investor confidence in Tempus AI's growth potential [4] Tempus AI Performance - Tempus AI reported a 75% year-over-year revenue growth in Q1 2025, driven by an 89% increase in genomics revenues and a 31% growth in oncology testing [5][9] - The company is transitioning from diagnostics to developing large-scale AI models, highlighted by a $200 million partnership with AstraZeneca and Pathos to create a significant oncology foundation model [6][9] NVIDIA's Healthcare Initiatives - NVIDIA is enhancing its health tech presence through platforms like Clara and BioNeMo, and partnerships with companies like Novo Nordisk and DCAI to accelerate drug discovery [10][12] - The company is addressing healthcare challenges in Europe by deploying AI solutions to improve patient care and operational efficiency [12] Valuation Comparison - Tempus AI has a forward price-to-sales (P/S) ratio of 7.84, which is below its one-year median of 8.11, while NVIDIA's ratio is 18.96, above its median of 17.81, indicating Tempus AI may be more attractively valued [13] - Analysts suggest a 5.3% upside for Tempus AI based on short-term price targets, compared to a 5.1% upside for NVIDIA [14][16] Final Assessment - Both companies hold a Zacks Rank 3 (Hold), but Tempus AI shows stronger year-to-date gains, faster revenue growth, and a more appealing valuation, making it a potentially better short-term investment in the AI-health tech space [18]