NVIDIA and Eli Lilly Launch $1B AI Drug Discovery Co-Innovation Lab

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NVIDIA announced a $1 billion co-innovation lab with Eli Lilly to apply its BioNeMo AI drug discovery platform, integrating computing, AI models, and wet-lab support. The partnership aims to accelerate candidate identification workflows, potentially driving substantial demand for NVIDIA GPUs and expanding its AI infrastructure footprint in pharmaceutical research.

1. Oath Surgical Partners with NVIDIA for AI-Native Surgical Centers

Oath Surgical has selected NVIDIA’s spatial AI infrastructure to power its OathOS platform across three AI-native outpatient surgical centers in Portland, Oregon, with plans to expand nationwide. The platform integrates real-time analysis of surgical video, audio and device data to automate workflows and eliminate manual documentation, capturing every procedure step from patient referral through recovery. Backed by $35 million in funding from FPV Ventures, McKesson Ventures and others, Oath Surgical co-owns its OR facilities to tightly control physical and digital environments, ensuring seamless data collection and enabling longitudinal tracking of surgeon performance and clinical outcomes.

2. Strategic Implications for NVIDIA’s AI Infrastructure Business

The collaboration represents NVIDIA’s first large-scale deployment of spatial AI outside traditional data centers, demonstrating the versatility of its AI stack in a highly regulated, high-stakes environment. By embedding real-time inference at the point of care, NVIDIA gains access to a new vertical—value-based surgery—where AI can drive efficiency gains equivalent to a full working month per surgeon annually, according to a 2024 surgeon survey. Future phases will link perioperative signals to agentic decision-support tools and long-term models of facility operations, positioning NVIDIA to capture recurring software-as-a-service revenues in healthcare and to establish partnerships with device manufacturers and robotic innovators.

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