Nvidia, Novo Nordisk partner on AI-powered drug discovery

PARIS - Nvidia (NASDAQ:NVDA), the semiconductor giant with an excellent financial health score according to InvestingPro, announced today a collaboration with Novo Nordisk to accelerate drug discovery through artificial intelligence, according to a press release statement. The company, which has achieved remarkable revenue growth of 86% over the last twelve months, continues to expand its AI capabilities beyond its core semiconductor business.

The partnership will leverage Denmark’s Gefion AI supercomputer, powered by Nvidia DGX SuperPOD technology, to develop customized AI models for early research and clinical development applications. With an industry-leading gross profit margin of 70%, Nvidia maintains strong investment in research and development while delivering substantial returns to shareholders.

Novo Nordisk researchers will use Nvidia’s BioNeMo platform for generative AI drug discovery, alongside NIM and NeMo microservices to build specialized workflows. The Omniverse platform will be utilized to create simulation environments for physical AI applications.

"By coupling Nvidia’s accelerated computing platform and expertise with Novo’s deep expertise in life sciences research and development, we aim to build custom models that will aid our scientists in developing new medicines faster and more efficiently," said Mishal Patel, senior vice president of AI and digital innovation at Novo Nordisk.

Research programs will focus on developing single-cell models to predict cellular responses to drug candidates and creating models to design molecules with drug-like properties. The companies will also work on building biomedical large language models using Novo Nordisk’s scientific literature to identify correlations between genes, proteins and diseases.

The Gefion supercomputer is owned and operated by DCAI, which aims to lower barriers for accessing advanced computing capabilities for Danish companies. Several other healthcare organizations are already utilizing the system, including Teton, a Danish startup developing an AI care companion for hospitals.

The announcement was made at the NVIDIA GTC Paris event held at VivaTech. Trading near its 52-week high, Nvidia’s stock appears to be in overbought territory according to InvestingPro analysis, which offers 20+ additional exclusive insights and detailed valuation metrics for informed investment decisions. Access the comprehensive Pro Research Report, available for Nvidia and 1,400+ other top US stocks, to understand what really matters for this AI leader’s future prospects.

In other recent news, Nvidia announced the construction of an industrial AI cloud infrastructure in Germany, equipped with 10,000 GPUs, including NVIDIA DGX B200 systems and RTX PRO Servers. This facility, described as Europe’s first industrial AI cloud for manufacturers, will support various applications from design and engineering to factory digital twins and robotics. Additionally, Nvidia has expanded its DGX Cloud Lepton AI platform with more cloud providers, including AWS and Microsoft Azure, to enhance access to high-performance computing resources for developers. In partnership with Siemens, Nvidia aims to accelerate industrial AI adoption and factory automation, integrating Nvidia’s AI capabilities with Siemens’ Xcelerator platform. The collaboration has resulted in a 30x speedup for vehicle aerodynamics simulations for BMW Group using Nvidia’s technology. Nvidia is also working with European partners to deliver sovereign AI models optimized for local languages and cultures, enhancing cost efficiency and accuracy for enterprise AI workloads. These developments are part of Nvidia’s broader strategy to support Europe’s AI ecosystem and increase the continent’s AI computing capacity tenfold in the next two years.

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