美股IPO·2025-10-29 01:11Core Viewpoint - Eli Lilly collaborates with NVIDIA to build a powerful supercomputer and AI factory aimed at accelerating drug development, expected to launch in January next year [1][3] Group 1: Supercomputer and AI Factory - The supercomputer will consist of over 1,000 NVIDIA Blackwell Ultra GPUs connected through a unified high-speed network [3] - The system is designed to power an AI factory specifically for large-scale development, training, and deployment of AI models in drug discovery [3] - Eli Lilly's Chief Information and Digital Officer, Diogo Rau, indicated that significant returns from these new tools may not be realized until 2030 [3][6] Group 2: AI in Drug Discovery - Currently, no drugs designed using AI have been approved, but there is an increase in the number of AI-discovered drugs entering clinical trials [5] - Eli Lilly's Chief AI Officer, Thomas Fuchs, described the supercomputer as a novel scientific instrument that will allow scientists to train AI models through millions of experiments [6] - Rau emphasized that while drug discovery is a major focus, the new tools will also support other research areas [7] Group 3: Precision Medicine - Eli Lilly plans to use the supercomputer to shorten drug development cycles and enhance treatment efficacy [8] - Precision medicine aims to customize disease prevention and treatment based on individual genetic, environmental, and lifestyle differences [9] - NVIDIA's healthcare VP, Kimberly Powell, stated that AI infrastructure is essential for realizing the promise of precision medicine [10] Group 4: Data Sharing and Collaboration - Multiple AI models will be available on the Lilly TuneLab platform, which was launched last September, allowing biotech companies access to Eli Lilly's drug discovery models valued at $1 billion [12] - The platform aims to broaden industry access to drug discovery tools, with biotech companies contributing their research and data to help train AI models [13]