I will be taking the time to read the articles on reputable sites for a better insight of what this entails.

However, my rough input would be: if this is a circular economy kind of situation where Eli Lilly signs a contract just to look like it had some AI related investment and hoping to hitch themselves to the Nvidia rocket, for investors to rush in and boost prices of both companies, then it will be a step in the wrong direction.

If they buy the Rubin chips to increase computing power and to boost their research ability then this will indeed be groundbreaking, allowing the "AI" to be correctly applied (not producing university essays or gibberish news articles), then Nvidia will have truly found another way to diversify.

Much like the announcement of having Nvidia chips for self driving cars, such real world applications could produce results that would otherwise need tedious effort and immense amounts of time, instead of wasting energy and water on the fluff LLM bots and whatever AI "agents" software companies keep trying to shove down their users throats.

Companies need to understand that their adoption of AI should be to augment what they are good at or improve their workflow, not try to replace manpower or try to start something new that no one wants.