NVIDIA's BioNeMo Becomes Global Drug Discovery's Default AI Infrastructure as Big Pharma Cedes Biology to Specialists
NVIDIA's BioNeMo platform has locked in partnerships with Eli Lilly, Thermo Fisher, and a wave of biotech startups, emerging as the default compute backbone for pharmaceutical AI globally. Denmark's Novo Nordisk signaled the strategic logic this month: it shuttered its internal cell therapy unit, licensed the program to an AI-native startup, and saw its stock jump 25%. Across the US, Europe, and Asia, major drugmakers are abandoning in-house AI builds in favor of licensing specialized biology at
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