Forget Nvidia and SpaceX. This 150-Year-Old Indiana Company Could Become the World’s Largest in 5 Years

1 hour ago 2

Rich Duprey

Tue, June 9, 2026 astatine 7:10 AM CDT 6 min read

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Jordi Visser argues Eli Lilly's AI infrastructure, proprietary metabolic data, and GLP-1 drugs could marque it the world's largest institution wrong 5 years.
Lilly's 150 years of proprietary metabolic illness information creates an AI moat that nary wide exemplary trained connected nationalist accusation tin replicate.
The marketplace inactive prices Lilly arsenic a pharma stock, but a rerating arsenic an AI-powered cause find level could unlock important valuation upside.
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For astir investors, the contention to go the world's astir invaluable institution feels similar a contention betwixt Nvidia (NASDAQ:NVDA) and a fistful of AI-first businesses. Yet a increasing fig of investors are starting to deliberation the biggest AI victor whitethorn beryllium a institution emerging from industries already possessing thing harder to physique than a ample connection exemplary -- proprietary information accumulated implicit decades.

That is the statement capitalist Jordi Visser precocious laid retired connected The Pomp Podcast. His presumption is that the biggest AI victor volition beryllium a institution successful Indiana that has been astir since the 19th century: Eli Lilly (NYSE:LLY). The pharmaceutical elephantine won't outcompete Nvidia selling chips. Rather, Lilly has a credible way to becoming the world's largest institution wrong 5 years due to the fact that it sits astatine the intersection of artificial intelligence, proprietary healthcare data, and blockbuster obesity and diabetes treatments.

The AI Infrastructure Story Investors Are Missing

Most investors deliberation of Lilly arsenic a pharma riding the occurrence of GLP-1 drugs specified arsenic Mounjaro and Zepbound. Those products person already transformed the company's fiscal profile, helping propulsion its marketplace capitalization to $1.08 trillion.

Visser's thesis goes further. He points to respective AI initiatives that marque Lilly look little similar a accepted drugmaker and much similar a large-scale AI exertion company:

A backstage AI infrastructure reportedly built astir astir 1,000 Nvidia Blackwell GPUs.
A co-innovation narration with Nvidia and CEO Jensen Huang.
Partnerships connected to Google's AlphaFold done Isomorphic Labs.
A Silicon Valley probe beingness done its TuneLab initiative.

In isolation, immoderate 1 of those investments mightiness not beryllium remarkable. Taken together, they suggest Lilly is gathering a important AI capableness wrong the pharmaceutical business.

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