2 1 Shi Ji Jing Ji Bao Dao·2026-01-15 09:25Core Viewpoint - Nvidia and Eli Lilly announced a collaboration to establish an AI Joint Innovation Lab aimed at addressing long-standing challenges in the pharmaceutical industry through artificial intelligence technology [1] Group 1: Collaboration Details - The AI Joint Innovation Lab will integrate Eli Lilly's expertise in drug discovery, development, and manufacturing with Nvidia's strengths in AI, accelerated computing, and AI infrastructure [1][2] - Both companies plan to invest up to $1 billion over the next five years in talent, infrastructure, and computing power to support the lab [1][2] - The lab will be located in the San Francisco Bay Area and will employ a co-location model to facilitate close collaboration between Eli Lilly's pharmaceutical scientists and Nvidia's AI model engineers [2] Group 2: AI Applications in Drug Development - The initial focus will be on building a continuous learning system that connects Eli Lilly's smart wet lab with Nvidia's computational dry lab, enabling AI-assisted experiments [2][3] - The collaboration will explore AI applications beyond drug discovery, including clinical development, manufacturing, and commercial operations, integrating multimodal models, agent-based AI, robotics, and digital twins [3] Group 3: Industry Trends and Market Potential - The AI pharmaceutical sector has seen significant collaborations among major pharmaceutical companies, indicating a potential reshaping of the global drug development landscape [2][4] - According to McKinsey, the global AI pharmaceutical market could reach between $28 billion and $53 billion in the long term, with China's AI pharmaceutical industry expected to exceed 500 billion yuan by 2025 to 2030 [5] - The shift in the pharmaceutical industry's approach to AI, with a growing preference for external solutions over in-house development, is driving continued investment and collaboration in the AI pharmaceutical space [6] Group 4: Future Outlook - Analysts predict that 2026 may see leading companies in the AI + pharmaceutical sector achieve significant performance and valuation improvements, marking a period of valuation reconstruction [7] - The deep integration of AI and pharmaceuticals is becoming an industry consensus, with major players and capital focusing on accelerating drug development into a new phase driven by technology [7]