NVIDIA Locks In Eli Lilly and Thermo Fisher as BioNeMo Becomes Global Pharma AI Backbone
NVIDIA signed simultaneous AI platform deals with Eli Lilly and Thermo Fisher in January 2026, establishing BioNeMo as the foundational infrastructure layer for pharmaceutical research worldwide. The agreements triggered foundation model launches from at least five specialized biotech firms across Europe and North America. The move mirrors how AWS and Azure captured cloud infrastructure — before application markets matured.
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