Nvidia and Eli Lilly announced a joint investment — roughly $1 billion over five years — to build a San Francisco AI drug‑discovery lab that will pair Lilly’s biological and clinical data with Nvidia’s compute and modelling expertise. The initiative will fund infrastructure, compute, and joint teams to accelerate candidate generation and preclinical workflows. Lilly and Nvidia said engineers and drug discovery scientists will co‑locate to build large‑scale datasets and bespoke models for molecule design and prediction. The partnership builds on prior collaborations and represents pharma’s deepening reliance on AI vendors to compress discovery timelines. Industry observers flagged the investment as emblematic of a new wave of co‑innovation between chipmakers and big pharmas. Who’s involved: Eli Lilly, Nvidia; announcements made at JP Morgan and in public company statements. The lab begins work early this year and is framed as a multi‑year program to produce production‑grade AI models for therapeutics.