Also known as: Nvidia, NVIDIA
NVIDIA is a computing infrastructure company that pioneered accelerated computing and AI. Its platforms span data center, gaming, professional visualization, automotive, and robotics applications.
AI is reshaping pharma work by adding roles in drug discovery, commercial analytics and in-house AI teams rather than driving major job losses. Companies are also moving toward always-on intelligence as faster market shifts expose the limits of siloed, episodic insight models.
NVIDIA and Eli Lilly announced a $1 billion AI co-innovation lab as AI drug discovery expands across research, trials and manufacturing. Companies including Recursion and Tempus are using large biological and clinical datasets to speed development and support precision medicine.
Generative AI processed complex medical datasets faster than traditional teams in a preterm birth study, while the healthcare market for the technology reached US$2.92 billion in 2024. The market is projected to grow to US$30.68 billion by 2033 as adoption expands in clinical workflows, imaging, drug discovery and precision medicine.
The AI-driven precision medicine market is projected to grow from $0.7 billion in 2025 to $9.7 billion by 2035 at a 26.8% CAGR. North America dominates with 62-67% market share, while machine learning accounts for 39% of the market. The market is moderately consolidated with the top five players controlling over 64% share.
The FDA announced major policy changes including requiring only one study for drug approvals instead of two, and offering performance bonuses to reviewers who complete work ahead of schedule while maintaining thoroughness.
Global pharmaceutical R&D deal values surged 49% to $86.7 billion in 2025 as companies concentrate investments in AI-powered drug discovery platforms, with average deal sizes reaching a record $1.16 billion despite fewer total partnerships.
Roche deployed 2,176 new NVIDIA Blackwell GPUs, bringing its total above 3,500 chips across on-premise and cloud infrastructure. The expansion follows Eli Lilly's 1,016-GPU supercomputer launch and Recursion's 504-GPU system unveiled in 2024.
GE HealthCare announced FDA 510(k) clearances for its View diagnostic viewer within the Genesis Radiology Workspace and three new Signa MRI systems, including helium-free technology and AI-powered workflow solutions.
Eli Lilly reported Q4 2025 EPS of $7.54 versus $6.67 expected and projected 2026 revenue of $80-83 billion. Mounjaro revenue surged 110% to $7.4B while Zepbound jumped 123% to $4.2B in Q4.
Merck and Mayo Clinic announced a research collaboration allowing Merck to use AI and advanced analytics with Mayo's clinical and genomic datasets for drug discovery, initially focusing on dermatology, neurology, and gastroenterology.
| NCT ID | Title | Status | Phase |
|---|---|---|---|
| NCT04834934 |
Artificial Intelligence - SARS-CoV-2 (COVID-19) Risk Evaluation |
COMPLETED |
