Eli Lilly and Nvidia announced a $1 billion, five‑year partnership to build a joint AI research laboratory in South San Francisco that is slated to open by late March 2026. The facility will house Nvidia’s Vera Rubin AI chips and the BioNeMo platform, which together will accelerate Lilly’s drug‑discovery pipeline, with a particular focus on obesity and diabetes programs.
The lab will leverage Nvidia’s high‑performance computing to model biological systems and predict drug efficacy, allowing Lilly to shorten the time from target identification to clinical candidate selection. By integrating Vera Rubin’s specialized hardware with BioNeMo’s large‑language‑model framework, the partnership aims to reduce computational bottlenecks that have traditionally slowed early‑stage discovery.
This collaboration builds on a prior “AI factory” partnership that combined Lilly’s domain expertise with Nvidia’s accelerated‑computing capabilities. The new lab represents a deeper commitment to AI‑driven R&D, positioning Lilly to compete more effectively against peers that are also investing heavily in computational biology.
The investment signals both companies’ confidence in the commercial potential of AI in drug development. For Lilly, the partnership underscores a strategic pivot toward data‑driven discovery, while for Nvidia it expands the company’s footprint in the life‑sciences sector, complementing its existing Omniverse, Isaac, and Jetson platforms.
Industry observers view the deal as a significant step toward reducing the cost and time of bringing new therapies to market, potentially accelerating the availability of next‑generation treatments for obesity and diabetes and strengthening Lilly’s pipeline in a highly competitive therapeutic space.
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