Nvidia(US:NVDA) Xin Lang Cai Jing·2026-01-12 16:38Core Insights - Nvidia and Eli Lilly announced a $1 billion investment to establish a joint research lab in the San Francisco Bay Area over the next five years, utilizing Nvidia's latest AI chip, the Vera Rubin [1][3] - This announcement coincided with the opening of the J.P. Morgan Healthcare Conference, highlighting the growing reliance of pharmaceutical companies on advanced AI models for drug design and development [1][3] - Eli Lilly aims to significantly reduce the time it takes to bring new drugs to market, reflecting a broader trend in the pharmaceutical industry [1][3] Company Strategies - Nvidia's strategy in the biotech market involves providing open-source AI models and software, allowing pharmaceutical companies to build dedicated drug development platforms based on Nvidia's hardware [2][4] - Nvidia recently released a series of new models, including an upgraded model that ensures drugs designed with AI tools can be successfully synthesized in real laboratory environments [2][4] - The specific location of the new lab will be announced in March, and both companies are investing "incremental resources" into this collaboration [2][4]