Nvidia Partners With Eli Lilly on AI Drug Laboratory

Watch on YouTube ↗  |  January 12, 2026 at 15:28  |  2:05  |  Bloomberg Markets
Speakers
Jessica Nix — Reporter, Bloomberg

Summary

Nvidia and Eli Lilly are partnering on a new San Francisco laboratory to accelerate AI use in drug discovery. Jessica Nix says the deal puts Eli Lilly at the forefront of AI-enabled pharma research and highlights a broader trend of tech companies partnering with big pharma. She also notes Eli Lilly's blockbuster weight-loss business and upcoming oral obesity pill as bullish drivers, while calling AI in healthcare a space to watch.

  • Nvidia and Eli Lilly are partnering on an AI drug-discovery lab in San Francisco.
  • Jessica Nix says the partnership puts Eli Lilly at the forefront of AI in pharma research.
  • The lab is expected to automate research tasks and improve research and software.
  • Eli Lilly is launching an oral obesity pill later this year alongside its weight-loss shots.
  • Jessica Nix calls Eli Lilly's obesity pipeline and potential new treatments bullish.
  • AI healthcare interest is rising, with OpenAI and Anthropic launching health-focused chatbot efforts.
  • Jessica Nix says tech-pharma AI partnerships are something to watch.
Ideas
Jessica Nix Reporter, Bloomberg 0:08
Eli Lilly leads AI drug discovery.
The Nvidia-Eli Lilly partnership will build a San Francisco lab to use AI in drug discovery. Jessica Nix says this puts Eli Lilly at the forefront of AI-enabled pharma research, an area not really seen before, by automating research tasks and improving research and software. This is a positive catalyst for Eli Lilly.
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Jessica Nix Reporter, Bloomberg 0:36
AI healthcare partnerships are worth watching.
There is significant hope around AI in healthcare, and recent moves such as OpenAI's ChatGPT Health and Anthropic's similar health offering show tech companies and big pharma are increasingly partnering. Jessica Nix says this is something to definitely watch, with potential breakthroughs in drug discovery and treatments, though the trend is still developing.
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This Bloomberg Markets video, published January 12, 2026, features Jessica Nix discussing LLY, AI-SECTOR. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jessica Nix  · Tickers: LLY, AI-SECTOR