Nvidia Dumps 7.71M-Share Stake, Recursion Advances 46M-Image Genome Platform

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Nvidia divested its entire 7.71 million-share stake in Recursion Pharmaceuticals on February 18, removing a two-year investor and sparking a 1.3% share decline. Recursion is expanding its AI-driven drug discovery platform with a whole-genome map of 46 million microglial cell images and will report Q4 2025 results on February 25.

1. Nvidia Divests Stake

On February 18, Nvidia exited its entire 7.71 million-share position in Recursion Pharmaceuticals, ending a two-year investment. The divestment removed a high-profile strategic backer and coincided with a 1.3% drop in Recursion’s share price.

2. AI-Driven Platform Expansion

Recursion continues to build its end-to-end AI drug discovery platform, recently unveiling a whole-genome map of 46 million microglial cell images. This dataset enhances the company’s ability to identify novel therapeutic targets by integrating high-throughput automation with clinical data.

3. Upcoming Q4 and Full-Year Results

The company will issue its Q4 and full-year 2025 financial results on February 25, providing updates on revenue growth, R&D progress and potential partnerships. Investors will be watching for guidance on pipeline advancement and cash runway extension plans.

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