Nvidia and Eli Lilly expanded their AI partnership into a five‑year, up to $1 billion co‑innovation lab to accelerate AI in drug discovery, and Nvidia disclosed additional collaborations with Thermo Fisher and others to integrate AI into lab infrastructure. Executives framed the deals as combining Lilly’s biological data and drug R&D expertise with Nvidia’s accelerated computing and model engineering. Jensen Huang (Nvidia) and Lilly CEO David Ricks described shared infrastructure, compute and talent investments to build scaled AI platforms and train foundation models for discovery. Thermo Fisher’s deal targets AI‑enabled lab operations and data infrastructure, reflecting industry demand for compute‑led toolchains that bridge data and automated lab execution. The partnerships underscore a shift: chip and cloud providers are moving from tools to strategic co‑builders with pharma, supplying compute, models and lab integrations that could shorten discovery timelines and change vendor dynamics across R&D.