Three major drug makers are investing in evolving their AI capabilities by expanding their compute infrastructure, with the goal of faster research and drug discovery. Bristol Myers Squibb (BMS), Eli Lilly, and Roche have built on years-long partnerships with Nvidia, deploying more of the technology giant’s systems this year, including a biological AI platform, in what they call AI factories. The collaboration builds on Lilly’s previously announced AI supercomputer and aims to harness investments in next-generation Nvidia architectures, including Vera Rubin. RocheSoon after Lilly, in March, Roche also rolled out an AI factory with Nvidia computing and AI. More broadly, he added, if AI succeeds in speeding up discovery and development, drug makers will be able to deploy more capital into manufacturing, “which could ultimately lead to increased treatments available and lower prices."