NVIDIA Infrastructure Deals With Thermo Fisher, Lilly Anchor Pharma's Shift to AI-Native Drug Discovery
NVIDIA is expanding as an infrastructure provider to Thermo Fisher and Eli Lilly as a cluster of AI-native biotech platforms launches in 2026. Novo Nordisk posted strong Q1 2026 results while closing its internal cell therapy unit and licensing the asset to AI-native platform Cellular Intelligence, signaling top pharma is outsourcing discovery capability rather than building it in-house.
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