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🔓 Wednesday’s AI Report:
💊 Google’s breakthrough in AI drug discovery
💰 In partnership with Mode Mobile
🤔 NVIDIA’s new announcements fail to impress?
🔥 OpenAI building world’s biggest data center
🎯 In partnership with Hubspot
⚙️ Trending AI Tools
🏗️ Practical AI Applications
📑 Recommended Resources
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📈 AI STOCK TRACKER
US tech stocks experienced significant declines, with the Nasdaq Composite dropping 1.7%, led by substantial losses in major companies like NVIDIA—which fell by 3.43%—after the introduction of new AI chips and software received a lukewarm reception.
LATEST IN AI
🚨 Our Report — During its annual “Check-Up” health event in New York, Google revealed it's developing a new set of AI-powered models—called TxGemma—designed to accelerate pharmaceutical research and drug discovery.
🔓 Key Points:
Built on Google’s Gemma models, the TxGemma series can understand written text and also the complex structures of biochemical compounds, including chemicals, small molecules, and proteins.
These capabilities will allow researchers to predict the safety and effectiveness of potential new drugs and treatments, helping to speed up the optimization of drug development during the early stages.
TxGemma models will be available from Google’s Health AI Developer Foundation (its open-access platform) from late March, allowing “the community to build on, improve,” and develop other healthcare AI models.
🔐 Relevance — It’s well known that drug development is a costly and lengthy process, and Google believes that AI is the key to making the process quicker and more efficient, but while countless companies (including Google’s own spin-off, Isomorphic Labs, which has a partnership with Eli Lilly and Novartis) have developed AI systems to advance AI-powered drug development, there have been several high-profile failures which have sparked skepticism about the credibility and reliability of the technology.
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🚨 Our Report — NVIDIA announced a string of new AI-powered products and updates at its annual AI conference for developers—GTC 2025—which included an AI model for humanoid robots (called Groot N1), two “AI personal supercomputers” (DGX Spark—previously Project Digits— and DGX Station), and two AI ‘superchips’ (Blackwell Ultra GB300 and Vera Rubin).
🔓 Key Points:
Groot N1—inspired by human cognitive processes—can think both quickly and slowly, and while its predecessor (Project Groot) was built for industrial use, Groot N1 is for a range of different environments.
The supercomputers will allow users to prototype, fine-tune, and run AI models in a range of sizes, plus, DGX Spark (powered by the Grace Blackwell Superchip) delivers 1,000 trillion operations per second.
The Blackwell Ultra GB300 chip (touted as an upgrade of the original H100, the chip that built NVIDIA’s fortune) will ship later this year the Vera Rubin next year, with both able to “dramatically” speed up AI reasoning.
🔐 Relevance — Alongside this, NVIDIA also announced a robotics partnership with Disney and Google to develop Newton—a physics engine to simulate robotic movements in real-world settings, which Disney will use to power its next-generation entertainment robots—and one with General Motors to build autonomous vehicles, but despite all of these major announcements, NVIDIA share prices fell by more than 3% yesterday as the long-term, “unsurprising” announcements were met with a lukewarm reception.
The first data center for OpenAI’s $100B Project Stargate venture will be big enough to store over 400,000 NVIDIA AI chips which, at full capacity, would make it one of the biggest clusters of AI computing power.
The site—situated in Texas—will be ready by the middle of 2026, and although it can store that many AI chips, it’s not yet known how many chips have actually been committed to the project.
Roughly 2,000 people are working on the construction of the site—which will be eight individual data centers, each holding around 50,000 NVIDIA chips—but this amount is expected to increase to 5,000.
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