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As language models like ChatGPT and Gemini have ushered in a new age of AI in Silicon Valley, the world’s most powerful tech companies are looking ahead to drug discovery and digital biology.scanned the audience at the JPMorgan Healthcare conference this January in San Francisco, the biggest health tech event of the year, he acknowledged that he was on unusual ground.
“It's been declared we are the next many-billion dollar business for Nvidia,” Kimberly Powell, Nvidia’s vice president of healthcare, told. She said the company aims to provide chips, cloud infrastructure and other tools to more biotech firms. AI has great potential in the biotech space because of its sheer complexity — just take the problem that AlphaFold targets. Proteins are the basic machinery of your body, managing a wide variety of functions. All of these functions are reliant on the three dimensional shape of a protein. Every protein is made up of a sequence of amino acids, and interactions between those amino acids and the external environment determine how the protein “folds” — which dictates its ultimate shape.
At DeepMind, it wasn't until the Covid-19 pandemic hit that researchers truly understood the stakes of their research. They'd worked for almost 5 years to develop AlphaFold, and as they were retraining the model for its second generation, the entire world began sheltering in place because of a mysterious virus.
“The computer-aided design industry created the first $2 trillion chip company,” Powell said, referring to Nvidia and its stratospheric rise over the past year. “Why wouldn't the same computer-aidedindustry build the next trillion dollar drug company?” She added, “Which is why we are investing in the way that we are.”
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