算力和芯片，在努力掌握制药的未来走向 文｜《财经》记者 辛颖 编辑 | 王小 进入2025年，作为全球市值最高的医药企业礼来，几乎每个月都在AI方面有新布局。 11月10日，跨国药企礼来宣布与英矽智能达成AI驱动药物研发合作，总额超过1亿美元。数日前，礼来还成功吸引了全球第一家市值突破5万 亿美元的芯片公司英伟达合作，要一起打造制药行业最强AI超级计算机。 准备深度进入医药战场的英伟达，将最新推出的"算力巨兽"用在了医药领域。据介绍，这是全球首台采用DGX B300系统的DGX SuperPOD超 级计算机——由超1000块B300 GPU构建，通过统一高速网络架构实现跨设备微秒级通信，算力密度较传统超算提升三倍，将模型训练时间从 数周压缩至小时级。 礼来的雄心比卖药更远 礼来无疑是时下最受关注的药企之一，手握治疗糖尿病和肥胖症的明星药替尔泊肽，这款药在2025年前三季度销售额达248.37亿美元，成 为"药王"最有力的竞争者之一。 不过，决定礼来市值走向的，是未来公司能否持续拿出更好的药。英伟达瞄准的就是这个方向，加速药物研发进程的AI制药。 礼来雄心勃勃，在其AI工厂配备了英伟达的"算力巨兽"，有1016 ...

Core Insights - The collaboration between Nvidia and Eli Lilly aims to establish the world's first dedicated "AI super factory" for the pharmaceutical industry, leveraging advanced computing power to revolutionize drug development throughout its lifecycle [1][4][30] Group 1: Nvidia's Technological Advancements - Nvidia has announced the creation of the DGX SuperPOD supercomputer, built with 1000 B300 GPUs, which enhances computational density by three times compared to traditional supercomputers, significantly reducing model training time from weeks to hours [4] - This supercomputer will be operated by Eli Lilly, providing the necessary computational power for their AI factory to develop, train, and deploy AI models for drug discovery [4][30] Group 2: Eli Lilly's Financial Performance - Eli Lilly reported a third-quarter revenue of $17.6 billion for 2025, a 54% increase year-over-year, with a net profit of $5.58 billion, marking a staggering 475.34% growth [12] - The company’s total revenue for the first nine months of 2025 reached $45.89 billion, a 46% increase compared to the previous year, prompting an upward revision of its full-year revenue forecast to between $63 billion and $63.5 billion [1][12] Group 3: AI Integration in Drug Development - Eli Lilly's AI platform, TuneLab, which includes 18 AI models, will be deployed in the AI factory, enhancing drug discovery efficiency [5] - The AI factory is expected to reduce the early drug discovery cycle by 40% and lower preclinical development costs by 30%, while also enabling the design of novel molecular structures [20][30] Group 4: Industry Context and Competitive Landscape - The collaboration reflects a broader trend in the pharmaceutical industry, where companies are increasingly investing in AI, with many raising their AI R&D budget to over 20% of total R&D expenses [27] - The partnership signifies a shift from traditional drug development methods to a data-driven, intelligent assembly line approach, which may require substantial capital investment [30] Group 5: Long-term Strategic Considerations - Eli Lilly's focus on AI drug development is a strategic response to short-term growth pressures and long-term survival challenges, particularly in light of the impending patent cliff for its key products [13][14] - The company is racing against time to develop new blockbuster drugs before the expiration of key patents, which could significantly impact its revenue base [16][17]