GlaxoSmithKline secured a non‑exclusive license to Noetik’s cancer foundation models with an upfront payment of $50 million, marking a new commercial structure for AI assets in drug discovery. The deal gives GSK access to trained models for non‑small‑cell lung and colorectal cancer and funds the generation of bespoke human spatial datasets to augment model performance. Noetik will continue to supply foundation models under a subscription framework; GSK said the models will be integrated into its discovery and development workflows. The agreement highlights pharma’s shift from bespoke service engagements to licensing AI infrastructure and datasets.