Bristol Myers Squibb invests in Nvidia’s latest AI supercomputer for drug discovery

Bristol Myers Squibb (BMS) is purchasing an Nvidia DGX SuperPOD powered by the chipmaker’s Vera Rubin architecture. The move marks the first time a life sciences company has acquired this specific system, designed to supercharge artificial intelligence across drug discovery and development.

The pharmaceutical giant said the new cluster will consist of eight DGX Vera Rubin NVL72 systems, each combining Nvidia Vera central processing units with Rubin graphics processing units. Financial terms were not disclosed.

Expanding computing capacity for research

BMS will use the infrastructure to train proprietary models and run predictions across its research programs. The system will handle work involving compounds, proteins, and other scientific data. This purchase expands BMS’s existing Nvidia infrastructure, which includes an older SuperPOD that company executives described as two or three generations behind Vera Rubin.

BMS has operated its current DGX SuperPOD for about three years. The company plans to combine it with the Vera Rubin system in a shared computing environment accessible from its research sites worldwide. The SuperPOD software stack can schedule training, prediction, and development workloads across the infrastructure. BMS said the expanded environment will give more scientists direct access to its computing resources.

Greg Meyers, BMS’s chief digital and technology officer, said computing requirements have increased as the company deploys larger AI models across its research organization. Erin Davis, vice president of research business insights and technology at BMS, said the existing infrastructure is operating at capacity. She attributed the demand to large-scale predictions involving large molecules and the development of internal foundation models.

Davis said the new system will not be limited to a small group of computational researchers. BMS plans to make it available across the research organization without the waiting periods and access limits associated with its current infrastructure.

Applying AI in drug discovery

BMS said AI informs the design of every small-molecule program and the majority of its large-molecule programs. The technology is applied to target identification, lead optimization, large-molecule predictions, and internal model development. The company said AI-enabled target identification has reduced some manual research work by several weeks. Large-molecule prediction workloads are also contributing to demand for additional graphics processing capacity.

Robert Plenge, BMS’s chief research officer, said the new system will allow scientists to evaluate more potential drug candidates during the early stages of development. “Maybe before we could do 10 and now we can do dozens,” Plenge said.

Computational screening allows researchers to assess potential compounds before selecting a smaller group for synthesis and laboratory testing. BMS applies this approach through a method it calls “Predict First,” which uses model-generated predictions to exclude molecules that do not meet the required properties before candidates are selected for synthesis.

Payal Sheth, senior vice president of therapeutic discovery sciences at BMS, said researchers use the predictions to identify molecules with the required combination of properties. “We use predictions as a way to prioritise synthesis of molecules with multi parameter optimisation,” Sheth said. “This ensures precious laboratory experiments are aligned with progressing molecules that have the highest probability of success.”

The method narrows the number of compounds sent for laboratory testing, allowing researchers to focus experiments on molecules that meet a program’s predicted requirements.

AI accelerates CELMoD compound development

BMS has also used AI to expand its library of CELMoD compounds, which are engineered to selectively degrade cancer-causing proteins. The company is studying the compounds in blood cancers and other diseases. BMS said the modeling work helped researchers examine additional protein targets and potential compounds before deciding which candidates to pursue experimentally.

The company is also using AI tools to shorten the time required to produce medicines for clinical trials. Plenge said the process has already been reduced by between 20% and 30% and could reach 50% in the coming years. He cited an experimental sickle cell disease treatment in early clinical development as one example of AI-supported research. Plenge said the treatment probably would not have been discovered without the company’s AI tools.

The figures refer to the time required to identify and produce candidates for clinical testing rather than their subsequent performance in trials.

BioNeMo toolkit enhances research capabilities

The Vera Rubin system will also give researchers access to Nvidia’s BioNeMo Agent Toolkit for biological and drug-discovery applications. BioNeMo provides tools for protein-structure prediction, molecular generation, molecular docking, sequence analysis, and genomics. It can also connect several computational tools within the same research workflow. BMS executives said human researchers will continue to review model outputs and decide which compounds or programs should advance.

Connecting research sites with unified infrastructure

BMS is introducing tools intended to reduce the specialist knowledge required to initiate complex computing tasks. The company said researchers will be able to start some prediction requests using natural-language instructions. The environment will be managed through Nvidia Mission Control, whose functions include cluster provisioning, infrastructure monitoring, and workload management, according to BMS.

The unified infrastructure will allow data and model outputs generated at one site to be used by teams elsewhere. BMS said datasets from a program in Lawrenceville, New Jersey, for example, can be incorporated into models used by researchers in San Diego. Sheth said the shared environment is intended to retain information from experiments and research programs across the organization.

“The compute infrastructure is what connects all of our scientists together and ensures that our learnings are institutionalised,” Sheth said.

The two SuperPODs will operate through a common data environment, allowing teams at different sites to access shared datasets and model outputs. BMS said the environment will include information from experiments, clinical readouts, and research partnerships. The company plans to allocate the new computing capacity across small- and large-molecule design, clinical research, and digital-twin applications. BMS did not provide details about the planned digital-twin work or the amount of capacity assigned to each area.

Performance gains and energy efficiency

Meyers said the Vera Rubin system will provide more computing capacity relative to its electricity use. BMS and Nvidia said the eight-system cluster will deliver up to 10 times the performance per megawatt of the infrastructure it replaces. “When you host these things, you have to pay an electric bill,” Meyers said. “Think of it as 10 times more compute capacity per watt spent … Electricity is not getting cheaper.”

BMS did not provide a specific deployment date or identify where the new system will be hosted.

For more on how AI is transforming the pharmaceutical industry, see AI-powered drug discovery trends and Nvidia’s role in healthcare AI.

The Cloud Is the Engine Now

For months, Wall Street has been asking the same question: Is Google spending too much on artificial intelligence? The company’s latest earnings report offers a clear answer — not yet.

Alphabet’s cloud business just delivered its best quarter ever. Google Cloud revenue hit $24.8 billion, an 82% jump from the same period last year. That handily beat the $22.46 billion analysts had predicted. Even more telling: last quarter’s growth was already a robust 63% to $20 billion. The acceleration is real.

What’s driving it? Enterprise AI adoption. Companies are buying into Google’s AI infrastructure and enterprise AI solutions at a furious pace. The cloud contracting backlog — work signed but not yet billed — now stands at a staggering $514 billion.

Profit Explodes, Revenue Hits New Highs

The numbers go beyond cloud. Alphabet’s quarterly profit soared to $112.1 billion, up from just $28.1 billion a year ago. Total revenue climbed 24% year-over-year to $119.8 billion. Even the core Google Services segment grew 15% to $94.5 billion.

This marks the company’s 12th consecutive quarter of double-digit revenue growth. But even by that standard, this quarter stands out. Alphabet earnings reports rarely show this kind of acceleration across every major business line.

Gemini Hits 950 Million Users

Google’s AI chatbot, Gemini, is also gaining traction. The app now has 950 million monthly active users, up from 750 million in Q4 2025. That’s a 27% increase in just a few months.

CEO Sundar Pichai summed it up during Wednesday’s earnings call: “Our AI investments are redefining what’s possible across every part of our business. We have exciting momentum across the board.”

The $180 Billion Question

Alphabet isn’t slowing down its spending. Capital expenditures — the money poured into data centers, chips, and infrastructure — are projected between $180 billion and $190 billion for the year. Analysts pressed Pichai hard on when those investments will actually pay off.

His answer was specific: “I think our compute capacity investments in ’27.” He pointed to “strong demand indicators, including long-term deals” and added that “the dynamics look healthier than where we were about a year ago.”

In other words, the payoff isn’t imaginary. It’s just not fully here yet.

What This Means for Investors

For anyone worried that AI spending is a black hole, the cloud numbers offer real evidence otherwise. Enterprise customers are voting with their wallets, and Google is collecting the revenue. The $514 billion backlog means future quarters are already largely locked in.

That doesn’t mean the risk is gone. Spending at this level is unprecedented. But the cloud business is now big enough — and growing fast enough — to justify the bet. If you’re tracking enterprise AI adoption trends, Google just became the strongest case study yet.

The next milestone? 2027. That’s when Pichai expects the infrastructure buildout to start generating its full return. Until then, the cloud numbers will keep telling the story.

Google Home just made automations a whole lot simpler

Google is rolling out a fresh update to the Google Home app — version 4.20 — and the big news is aimed squarely at people who’ve never bothered with automations. Instead of staring at a blank screen full of triggers and conditions, you’ll now find a handful of pre-built routines ready to go. Tap one, and it’s live.

For years, setting up an automation meant piecing together your own triggers, conditions, and actions. That’s a lot of mental overhead for anyone who just wants their lights to turn off at midnight or the thermostat to drop when they leave the house. The result? Most users never touched the feature at all.

That changes now. The new Google Home automations tab comes stocked with ready-made routines for common scenarios — think home security, morning wake-up sequences, and energy-saving schedules. Google says you can also tweak any suggested automation to fit your exact needs, or swipe it away if it doesn’t apply.

No more starting from zero

Until this update, the barrier to entry was real. You had to know your way around the app’s logic builder — pick a trigger (like motion detected or time of day), set conditions (only when you’re home), and choose an action (turn off the lights). That’s three steps of decision-making for one routine. Multiply that by a few automations, and it’s no wonder adoption was low.

Now, you open the Automations tab and see a list of suggestions. One tap enables the routine. It’s that simple. And if you want to customize — say, change the time a morning routine runs or add a device — you can edit it just as easily.

Google’s support page confirms users can also dismiss suggestions they don’t find useful, so your tab won’t get cluttered with irrelevant options.

Gemini for Home gets smarter too

Alongside the automation overhaul, Google is upgrading Gemini for Home. Weather forecasts and general knowledge answers on smart displays now appear with refreshed visual cards — cleaner layouts and better polish on screen. Sports fans get more accurate scores, schedules, and team standings, which is a welcome fix for anyone who’s seen a wrong score flash up mid-game.

Gemini’s Continued Conversation feature is also more reliable now. Google says back-to-back commands and follow-up questions should no longer get interrupted by a voice verification prompt in the middle of a chat. That’s a subtle but meaningful improvement for anyone who talks to their smart display regularly.

Smaller fixes and camera improvements

The update also brings a handful of bug fixes and minor features. A dedicated light toggle is now built into the camera view for the onn Outdoor Camera Plug-in and onn Floodlight Camera Hardwired — a small convenience that saves you jumping into settings just to flip the light on.

Device setup for older Nest cameras has also been made more reliable, which should reduce the frustration of a camera that refuses to pair on the first try.

Altogether, version 4.20 of the Google Home app is a meaningful step toward making smart home automations accessible to everyone — not just the tinkerers who enjoy building routines from scratch. If you’ve been putting off setting up automations because it felt too complicated, now might be the time to give them a try.