NVIDIA announced a wave of drug‑discovery partnerships at JP Morgan, including a five‑year, up‑to‑$1 billion co‑innovation AI lab with Eli Lilly and alliances with Thermo Fisher and diagnostics firms to build AI‑driven lab infrastructure. Executives from NVIDIA and Lilly presented the Lilly partnership as a large‑scale effort to combine compute, data and drug R&D expertise. The deals create co‑located compute and model development capacity and will pair NVIDIA engineering with pharma biological teams to generate large training datasets and deploy high‑performance AI models for target identification, lead design and preclinical simulation. Thermo Fisher and other lab partners will work on integrating accelerated compute into lab workflows and instrument pipelines. Companies framed the investments as a step beyond model licensing toward building end‑to‑end AI discovery stacks—from curated experimental data to production‑grade models and lab automation. Senior executives emphasized the long‑term infrastructure and talent commitments required to operationalize AI at scale.