EXCLUSIVE: Generate Biomedicines CTO Gevorg Grigoryan says Nvidia ($NVDA) GPUs are essential for AI drug discovery, but they will not decide the winners. He says the real moat is proprietary biological data, experimentation and feedback loops.

CHINA TECH ORDER BACKLOGS SIGNAL RECOVERY IN KEY SECTORS, WITH ~30 LISTED COMPANIES REPORTING STRONG FIRST-HALF ORDERS. || BIOMEDICINE, NEW ENERGY, SEMICONDUCTORS AND ADVANCED EQUIPMENT LEAD THE IMPROVEMENT, WITH SEVERAL FIRMS REPORTING BACKLOGS ABOVE 5 BILLION YUAN.

Nvidia's 13F dropped Friday. $63.44B across 8 positions. $INTC $29.99B SpaceX $20.98B $CRWV $4.70B $COHR $3.07B $NOK $2.21B $SNPS $2.15B $NBIS $328.8M Generate Biomedicines $14.1M Intel and SpaceX are 80% of the book

🧬 #Wuhan# is pioneering "AI + biomanufacturing" at #Biolake# of Optics Valley of China, applying the tech across #pharmaceuticals#, advanced equipment, agriculture, green food, and specialty chemicals to drive industrial transformation. #OVCIndustry# #Biomedicine#

.@intel and @GreenstoneBio are working together to speed up the development of new medicine, combining state of the art human genetics and biology from Greenstone with advanced computing platforms from Intel. This work will allow rapid drug discovery at lower cost. This combination of human biology and AI computing will shape the future of biomedicine in the coming years. I’m amazed by the work my longtime friend Dr. @Joseph_C_Wu and his team are doing, and we are excited about the potential of this partnership.