Mar. 21 at 11:47 AM
$SRPT when will SRPT sign the deal ??
Roche, Nvidia’s 'AI Factory'
The AI race in biopharma is heating up. Roche and Nvidia partnered on what they’re calling the "largest announced hybrid-cloud AI factory" in the industry. The announcement comes just a few months after Eli Lilly unveiled plans for its own AI-powered supercomputer, which Lilly claimed would be biopharma’s most powerful.
Roche’s Genentech originally signed a deal with Nvidia in 2023. The newly expanded agreement covers the broader Roche enterprise, spanning its drugs and diagnostics businesses and areas like discovery, manufacturing and sales. The computing power will be used to train and run AI models across those functions.
On the hardware side, Roche is adding 2,716 of Nvidia's Blackwell GPUs, bringing its total to over 3,500 Blackwell chips — compared with the 1,016 chips in Lilly's supercomputer.
Biopharma industry looks to soften MFN i