Absci goes full throttle on AI drug design with Oracle and AMD in its corner

Absci Corporation, a clinical-stage biotechnology company, has entered a multi-layered collaboration with Oracle Corporation (NYSE: ORCL) and Advanced Micro Devices, Inc. (NASDAQ: AMD) to significantly advance its AI-driven biologics design platform. The move marks a notable inflection point in how next-generation infrastructure is being applied to transform the drug discovery process—from brute-force wet lab cycles to highly targeted, generative AI-enabled iterations.

This collaboration gives Absci access to Oracle Cloud Infrastructure’s (OCI) advanced AI capabilities and AMD’s cutting-edge Instinct MI355X GPUs. In turn, the Vancouver-headquartered biotech company is aiming to not only reduce the time and cost associated with antibody design but also scale the precision of its therapeutic pipeline by tightly integrating synthetic biology with generative modeling.

While the partnership highlights the maturing intersection between AI compute and life sciences, it also reflects growing investor appetite for differentiated platform plays in biotech that can compress timelines and improve asset selection in an industry defined by high attrition rates and capital risk.

How is Absci using generative AI to disrupt traditional biologics discovery pipelines?

Absci has long positioned itself at the convergence of synthetic biology and machine learning. Its core offering—referred to as the Integrated Drug Creation platform—brings together an AI-powered generative design engine and a synthetic biology “data loop” that feeds in validated wet-lab results. This iterative cycle helps refine AI models based on experimental outcomes, theoretically creating a feedback-rich system capable of improving itself over time.

With OCI and AMD now backing the platform with compute and GPU horsepower, Absci gains critical acceleration in simulating complex biological phenomena such as antibody–antigen interactions at atomic resolution. This kind of modeling—particularly with large-scale molecular dynamics (MD) simulations—traditionally requires weeks or even months of compute time. Absci claims it can now drastically reduce that latency.

The collaboration allows Absci to perform end-to-end antibody design at scale using OCI’s infrastructure, with compute-heavy operations now benefiting from bare-metal access, terabytes-per-second data throughput, and GPU-to-GPU latency of as low as 2.5 microseconds. These architectural advantages are critical for accelerating model training cycles, checkpointing, and real-time data streaming.

What are Oracle and AMD contributing to Absci’s AI drug discovery platform?

Oracle’s value proposition comes in the form of bare metal GPU clusters, OCI Compute E6 instances, and high-speed RDMA networking designed to eliminate latency bottlenecks. This configuration offers Absci predictable performance for training and deploying large language models tailored for biologics design. Oracle’s partnership model also brings closer engineering collaboration, an often underappreciated factor in aligning compute resources with biotech-specific use cases.

From AMD’s end, the integration of the latest Instinct MI355X GPUs alongside 5th Gen EPYC CPUs gives Absci access to high-performance parallel computing. The AMD ROCm open software stack further enables cross-platform scalability and optimization, especially for AI training in computational biology.

Together, Oracle and AMD are betting on a shift where high-throughput experimentation in drug development is no longer limited by physical lab constraints but can be digitally simulated and optimized at hyperscale speeds.

Why is the timing of this AI-biotech convergence critical for Absci and its competitors?

The race for AI-led drug discovery has intensified as biopharma companies scramble to enhance early-stage pipeline productivity while facing increasing scrutiny over R&D spending. Absci’s push to partner with AI infrastructure giants signals a broader shift in biotech’s mindset—from viewing IT as a support function to treating it as a core competitive advantage.

Industry observers note that the partnership comes amid rising interest in biologics, including antibody–drug conjugates (ADCs), cell therapies, and RNA-based interventions, all of which require complex design and validation cycles. With generative AI emerging as a catalyst for structural innovation, companies like Absci are attempting to build foundational platforms that compress discovery timelines without compromising precision.

This new model may also appeal to pharmaceutical licensing partners, who are increasingly looking for derisked AI-generated assets that have undergone simulation-backed optimization prior to wet-lab validation.

What does this mean for Oracle and AMD’s position in the AI healthcare infrastructure race?

For Oracle, the collaboration strengthens its position in a highly strategic vertical where competitors like Amazon Web Services and Google Cloud have already planted deep roots. Oracle’s focus on verticalized solutions—particularly in life sciences and healthcare—is part of its broader pivot under CEO Safra Catz to capture more share of the AI infrastructure wallet.

AMD, meanwhile, continues to differentiate its data center GPU lineup through partnerships that demonstrate real-world AI workloads beyond gaming or LLMs. Supporting Absci helps AMD showcase the versatility of its MI355X GPUs and the value of the ROCm platform for scientific computing—especially in domains where NVIDIA has historically dominated.

The tie-up also adds credibility to AMD’s efforts to challenge NVIDIA’s CUDA lock-in by promoting open and collaborative GPU software ecosystems for researchers and developers in specialized industries.

How are investors reacting to Absci’s push toward platform-driven drug discovery?

As of mid-September 2025, Absci Corporation (NASDAQ: ABSI) has not yet shown material post-announcement stock movement, likely due to its early-stage profile and modest retail visibility. However, analysts tracking biotech platform plays note that the technical underpinnings of Absci’s AI models, combined with its growing wet-lab dataset and strategic cloud collaborations, could enhance its appeal as a potential partner or acquisition target for mid-sized pharma firms.

With institutional investors rotating capital into platform-enabled biotech companies that offer economies of scale across multiple drug modalities, Absci’s infrastructure-led transformation could position it as a longer-term play in generative biology. However, the stock remains speculative given the absence of near-term clinical catalysts or revenue streams.

FII/DII activity in the broader AI-biotech crossover segment has increased in recent quarters, with fund inflows targeting companies integrating cloud-based modeling into discovery workflows.

Could Absci’s platform become a template for future AI-native biotech companies?

The Absci–Oracle–AMD collaboration marks more than a one-off infrastructure upgrade. It signals the rise of a new archetype in biotech: the AI-native drug discovery firm that treats algorithms, not just assays, as the engine of value creation. This approach—rooted in software–wet lab synergy—has the potential to rewrite how the industry allocates resources across the R&D spectrum.

If Absci can demonstrate sustained success in derisking and accelerating antibody development, it may well become a benchmark for how future biotechs structure their technical stacks. More importantly, it validates a growing belief in the sector that therapeutic innovation is no longer solely a function of bench science—but increasingly one of computational performance.

With Oracle and AMD now embedded in its stack, Absci is making a calculated bet that the next generation of life-saving therapies will be not only biologically inspired but also digitally orchestrated.