NVIDIA Corporation has announced a collaboration with Novo Nordisk to enhance drug discovery efforts through innovative AI applications. This partnership will leverage the Gefion sovereign AI supercomputer, powered by NVIDIA's DGX SuperPOD™, to create customized AI models for early research and clinical development. The collaboration aims to streamline the drug discovery process, utilizing advanced simulation and physical AI technologies to improve efficiency and outcomes in pharmaceutical development.

Morningstar reports that NVIDIA's data center business has seen exponential growth, with revenues soaring from $3 billion in fiscal 2020 to an anticipated $115 billion in fiscal 2025. This growth is attributed to increasing demand for AI and machine learning applications, although supply constraints remain a challenge. The firm has assigned NVIDIA a wide economic moat due to its proprietary software and GPU technology, which are critical for AI model development, indicating a strong competitive position in the semiconductor industry.