Core Insights - Eli Lilly and Company is developing the most powerful supercomputer in the pharmaceutical industry in collaboration with NVIDIA, aimed at enhancing drug discovery and development processes [1][2][3] Group 1: Supercomputer and AI Factory - The supercomputer will serve as an "AI factory," managing the entire AI lifecycle from data ingestion to high-volume inference, utilizing over 1,000 B300 GPUs on a unified networking fabric [1][2] - This initiative is expected to enable rapid learning and iteration, allowing scientists to train AI models on millions of experiments, significantly expanding drug discovery capabilities [3][4] Group 2: Applications and Benefits - Beyond drug discovery, the supercomputer will help shorten development cycles, improve medical imaging, and enhance manufacturing processes through digital twins and robotic technologies [4][5] - The AI models developed will be accessible via Lilly TuneLab, a collaborative platform aimed at expanding access to advanced discovery tools across the biopharma ecosystem [3][4] Group 3: Strategic Vision - Lilly aims to shift from using AI as a tool to embracing it as a scientific collaborator, embedding intelligence into workflows to deepen understanding of diseases and improve patient outcomes [5] - The company is committed to sustainability, ensuring the supercomputer operates on 100% renewable electricity and utilizes existing infrastructure for cooling [5]

Core Insights - Eli Lilly and Nvidia are collaborating to create the pharmaceutical industry's most powerful supercomputer and AI factory to enhance drug discovery and development [1][2] - The partnership aims to reduce the time and costs associated with bringing new drugs to market, which typically takes about 10 years [2] - Eli Lilly expects the supercomputer and AI factory to be operational by January 2026, with significant benefits anticipated by 2030 [3] AI and Drug Discovery - The pharmaceutical industry's use of AI is still in its early stages, with no AI-designed drugs currently on the market, but there is progress in AI-discovered drugs entering clinical trials [4] - The supercomputer will utilize over 1,000 Nvidia Blackwell Ultra GPUs, creating a high-speed network to support AI model development for drug discovery [5] - Eli Lilly's Chief AI Officer described the supercomputer as a novel scientific instrument that will enable unprecedented scale in drug discovery [6] Opportunities and Platforms - The new tools will focus on discovering new molecules, which is seen as a significant opportunity for the industry [7] - Eli Lilly launched the Lilly TuneLab platform to provide biotech companies access to AI models trained on its proprietary research, valued at $1 billion [7][8] - The TuneLab platform employs federated learning, allowing companies to utilize AI models without directly sharing data [9] Precision Medicine - The company aims to support researchers with new AI agents and advanced medical imaging to develop new biomarkers for personalized care [10] - Precision medicine is a key goal, tailoring treatment based on individual genetic and lifestyle differences, which requires a robust AI infrastructure [11]

Group 1 - Eli Lilly and Company (LLY) is recognized as a strong defensive stock, particularly following the announcement of its new AI and machine learning platform [1][2] - The AI platform, named TuneLab, has been developed at a cost exceeding $1 billion and aims to assist biotech companies in accelerating drug development by providing access to trained AI models [2][3] - The platform is already gaining traction, with companies like Circle Pharma and Insitro expressing interest in utilizing it for cancer therapies and small-molecule therapy discovery, respectively [3] Group 2 - Eli Lilly focuses on the discovery, development, and manufacturing of innovative pharmaceuticals, targeting health conditions such as diabetes, obesity, and cardiovascular diseases [4]

Group 1 - Eli Lilly and Company will participate in Bernstein's 2nd Annual Healthcare Forum on September 25, 2025, with CFO Lucas Montarce engaging in a fireside chat at 8 a.m. Eastern time [1] - A live audio webcast of the event will be available on Lilly's investor website, with a replay accessible for approximately 90 days [2] - Eli Lilly has been pioneering life-changing discoveries for nearly 150 years, focusing on significant health challenges such as diabetes care, obesity treatment, Alzheimer's disease, immune system disorders, and difficult-to-treat cancers [3] Group 2 - The company has launched the "Brain Health Matters" campaign in partnership with Julianne Moore to encourage public awareness of brain health [4] - Eli Lilly introduced the TuneLab platform, which provides biotechnology companies access to AI-enabled drug discovery models, built through over $1 billion in research investment [5]

Core Value - Eli Lilly's Lilly TuneLab is a machine learning platform that leverages over $1 billion worth of drug development models accumulated over years, making it one of the most valuable datasets in the industry [4] - The platform utilizes Federated Learning technology, allowing biotech companies to use Lilly's AI models for drug discovery without sharing their proprietary data [4] Collaboration Model - Biotech companies using the platform are required to contribute their training data, which is aimed at improving the platform and benefiting the entire ecosystem and patients [5] - The initiative is designed to empower smaller biotech firms with the advanced AI capabilities typically available to larger companies [5] Addressing Pain Points - The platform addresses a fundamental barrier faced by small biotech companies, which is the lack of large-scale, high-quality data necessary for training effective models [7] - Lilly TuneLab compresses decades of learning into an immediately usable intelligence resource, thus alleviating the data scarcity issue [7] Future Plans - Eli Lilly plans to enhance TuneLab with additional features, such as in vivo small molecule prediction models, to continuously expand its capabilities [8] - The launch of the AI drug development platform represents a proactive attempt by a pharmaceutical giant to reshape the industry ecosystem and accelerate innovation for data-deficient biotech companies [8]