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北京时间·🕒 发布 06:01:05(首尔 07:01)·⟳ 抓取 06:25:51 +24m46s·⚡ 决策 09-03 06:27:08 +1m17s·54.6 天前
SK Biopharmaceuticals 以年订阅约170亿韩元引入128块英伟达B200，用于AI加速药物研发
事件本质是一家制药公司购买AI算力订阅用于内部研发效率提升，金额仅170亿韩元（约1200万美元），属于成本/投资类公告而非收入或利润催化。对SK Biopharmaceuticals无近期盈利影响，对SK Telecom和Nvidia均不构成可感知增量。不存在可交易的短期方向性催化。
📄 原文Seoul Economic Daily English↗ 原文
SK Biopharmaceuticals Builds Own AI Infrastructure to Speed Drug Development
SK Biopharmaceuticals is building its own artificial intelligence infrastructure to accelerate drug development. The co…
不做 SK Biopharmaceuticals（326030.KS）
170亿韩元年度AI算力订阅为成本支出类公告，非收入/利润催化；金额相对公司市值极小，无近期盈利影响，不构成可交易方向性事件
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研究档案
结论摘要
SK Biopharmaceuticals宣布以年费170亿韩元订阅128块Nvidia B200 GPU，通过SK Telecom的Haein数据中心部署，用于AI加速药物转化研究。该金额约1200万美元，对任何涉及公司的市值和盈利均不构成可感知影响。事件性质为内部能力建设/成本支出，非收入、订单或药物里程碑类催化，无短期可交易方向。
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- search_processed_events 成功 stock_tools HTTP · 429 ms
{"result": "search_processed_events:agent query=`sk biopharmaceuticals ai infrastructure b200 | sk telecom haein data center pharma | sk바이오파마슈티컬스 엔비디아 b200 구독`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 71.6/72 小时、6639 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能据此证明消息首发或不是重复；按当前事件继续正常研判。"}
原文全文
展开原文 · 2,374 字
SK Biopharmaceuticals is building its own artificial intelligence infrastructure to accelerate drug development. The company plans to improve efficiency across the entire process, from identifying drug candidates to preclinical and clinical research. It marks the first time a South Korean pharmaceutical or biotech company has secured AI accelerators on a large scale through a subscription-based service.
SK Biopharmaceuticals said on the 2nd that it has secured large-scale in-house AI computing infrastructure by adopting 128 units of Nvidia's B200, an AI accelerator based on the Blackwell architecture. The contract, structured as an annual subscription, is worth about 17 billion won. The deployment was carried out through Haein, the country's first B200-based data center cluster, built by SK Telecom.
SK Biopharmaceuticals (326030) plans to use the computing resources for what it calls the AI transformation of translational research, or TR-AX. Translational research is the process of connecting findings from preclinical studies of drug candidates, such as animal testing, to clinical research in humans.
The new AI infrastructure is expected to shorten SK Biopharmaceuticals' drug development timelines. The company has built a development system in which it identifies drug candidates and conducts preclinical research in South Korea, then carries out clinical trials in the United States. Cenobamate, an epilepsy treatment that won marketing approval and was commercialized in the U.S., is a leading example.
The company will also build a dedicated large language model for use across a range of internal operations, aiming to raise productivity throughout drug development, from candidate identification to research decision-making.
Lee Dong-hoon, president of SK Biopharmaceuticals, said the company will maximize its use of AI across the entire drug development process based on world-class B200 infrastructure to improve the speed and efficiency of research and development.
Meanwhile, competition to secure AI infrastructure has intensified overseas, led by global pharmaceutical companies. Eli Lilly built LillyPod, an AI supercomputer equipped with 1,016 Nvidia Blackwell Ultra graphics processing units, in February this year. Roche added 2,176 Nvidia Blackwell GPUs in March, bringing its total Blackwell GPU infrastructure to more than 3,500 units.
SK Biopharmaceuticals said on the 2nd that it has secured large-scale in-house AI computing infrastructure by adopting 128 units of Nvidia's B200, an AI accelerator based on the Blackwell architecture. The contract, structured as an annual subscription, is worth about 17 billion won. The deployment was carried out through Haein, the country's first B200-based data center cluster, built by SK Telecom.
SK Biopharmaceuticals (326030) plans to use the computing resources for what it calls the AI transformation of translational research, or TR-AX. Translational research is the process of connecting findings from preclinical studies of drug candidates, such as animal testing, to clinical research in humans.
The new AI infrastructure is expected to shorten SK Biopharmaceuticals' drug development timelines. The company has built a development system in which it identifies drug candidates and conducts preclinical research in South Korea, then carries out clinical trials in the United States. Cenobamate, an epilepsy treatment that won marketing approval and was commercialized in the U.S., is a leading example.
The company will also build a dedicated large language model for use across a range of internal operations, aiming to raise productivity throughout drug development, from candidate identification to research decision-making.
Lee Dong-hoon, president of SK Biopharmaceuticals, said the company will maximize its use of AI across the entire drug development process based on world-class B200 infrastructure to improve the speed and efficiency of research and development.
Meanwhile, competition to secure AI infrastructure has intensified overseas, led by global pharmaceutical companies. Eli Lilly built LillyPod, an AI supercomputer equipped with 1,016 Nvidia Blackwell Ultra graphics processing units, in February this year. Roche added 2,176 Nvidia Blackwell GPUs in March, bringing its total Blackwell GPU infrastructure to more than 3,500 units.
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