$22B+
Capital deployed '24–'26
2
Nobel Prizes (2024)
173+
AI drugs in trials
0
AI drugs FDA approved
0
AI materials at scale
MModel
VVertically Integrated
Foundation models (top) power application domains (middle), supported by infrastructure (bottom). Columns show funding stage: Non-Commercial (academic/open-source), Early Stage (pre-seed → Series A), Late Stage (Series B+, public, pharma). Hover any chip for details.
Category
Non-Commercial
Early Stage
Late Stage
Foundation Models
Protein & Molecular
OpenFold3ConsortiumOSSM
Boltz-2MITOSSM
Baker LabUW/IPDNOBELV
AlphaFoldDeepMindNOBELM
Genomic & Sequence
Evo 2Arc InstituteOSSM
Chemistry & Synthesis
AiZynthFinderAstraZenecaOSSM
PostEra$610M dealsPFIZER
Ex
Excelsior$95M
Materials
MACECambridgeOSSM
M3GNet / CHGNetUCSD / BerkeleyOSSM
NequIP / AllegroHarvardOSSM
GNoMEDeepMindM
MatterGenMicrosoftOSSM
MatterSimMicrosoftOSSM
Application Domains
Small Molecule Drug Discovery
Iambic$100M+V
Insitro$743M
InsilicoIPO HK$2.3BV
RLAYRelay
RXRXRecursionNVIDIA EXIT
RocheInavolisib
Antibody, Biologics & Gene Therapy
Materials
MA
MARSShenzhen
Prometheus$6.2BBEZOS
CuspAI$100M
Mitra ChemGMSHIPPING
SES AI$16M rev
Infrastructure
Autonomous Labs & AI Scientists
OpenAIOpenAI
InsilicoLife Star
AlphaEvolveDeepMind
Owkin$332M
Picks & Shovels
Opentrons$1.8B val
SandboxAQ$5.75B val
TWST$377M rev
TEM$1.27B rev
CERT$419M rev
AnthropicClaude for Life Sci
TMO$44.6B rev
NVIDIABioNeMo
Benchling$6.1B val
GinkgoNYSE: DNA
Illumina$4.3B rev
DNAnexus$473M+
Dotmatics$5.1B acq
Field Maturity
Protein Structure
Protein Design
Small Molecule
Chemistry & Synthesis
Genomic Models
Materials & Energy
Autonomous Labs & Scientists

AI-Designed Drugs in Trials

Phase 3
GB-0895Generate Bio
AntibodyAsthma (anti-TSLP)
Phase 2
RentosertibInsilico
Small mol.Lung fibrosis
Phase 1
ABS-201Absci
AntibodyHair loss (anti-PRLR)
Phase 1
ISM3091Insilico
Small mol.Solid tumors (USP1)
Phase 1
REC-1245Recursion
Mol. glueSolid tumors (RBM39)
Phase 1
IAM1363Iambic
Small mol.HER2 cancers

Largest Rounds ('24 – '26)

$6.2BProject Prometheus - Bezos, physical AI
$1.0BXaira - no disclosed programs
$600MIsomorphic Labs - IsoDDE, $3B deals
$500MSandboxAQ - quantum + AI
$400MGenerate Bio - IPO filing
$372MFormation Bio - Sanofi + OpenAI
$350MLila Sciences - zero results
$300MPeriodic - Bezos, a16z
$180MOwkin - agentic biology, Anthropic
Topology Research - Work in progressFeedback? DMs open on XNot investment advice