AI Labs
Recursion Pharmaceuticals
30-Second Executive Brief
Executive Assessment
Recursion Pharmaceuticals functions as a regional institution within AI Labs, backed by 62% sourcing coverage, with a stable competitive position.
- Maintains 4 mapped relationships across the graph
- 62% sourcing coverage across sourced relationships
- Tracked as regional institution within the AI Labs category
Executive Snapshot
- Strategic Role
- Regional Institution
- Sourcing Coverage
- 62%
- Ecosystem Influence
- Moderate
- Strategic Momentum
- Insufficient Data
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 4
- Technology Domains
- 4
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
A publicly traded 'TechBio' company applying AI foundation models and high-throughput automated labs to drug discovery, which showcased its collaboration with NVIDIA and HighRes Biosolutions on self-driving drug discovery labs at NVIDIA's GTC conference in February 2026. NVIDIA invested $50 million in Recursion in 2023 as part of a strategic collaboration to build BioHive-1-trained AI foundation models for biology and chemistry, though NVIDIA fully exited its equity position in a February 2026 13F filing while the operational partnership continued.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Tempus AI
“all actions and anticipated performance under the Tempus Agreement and the Restated Agreement”
SEC 8-K exhibit (0001601830-26-000097) · Aug 5, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 2 government/SEC filings
- SEC Form DEF 14A / company disclosures — Recursion cites 'inflection point' with first AI-enabled clinical proof of concept in FAP and fifth Sanofi milestonegovernment
- CMC Markets — NVIDIA exits Recursion equity stake in February 2026 13F filing despite ongoing partnershipmarket-data
- StocksToTrade — Recursion showcases AI-driven drug discovery with NVIDIA at GTC 2026news
- U.S. Securities and Exchange Commission (EDGAR) — Recursion Pharmaceuticals, Inc. FY2025 Annual Report (Form 10-K), filed with the SECgovernment
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding Recursion Pharmaceuticals — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
NVIDIA exited its equity stake quietly while continuing to co-headline a public GTC showcase
23% confidenceNVIDIA disclosed in a February 19, 2026 13F filing that it had completely exited its equity position in Recursion Pharmaceuticals, even as the two companies showcased self-driving drug discovery lab technology together at NVIDIA's GTC 2026 conference.
This is InsightNodes' own interpretive read: NVIDIA's full exit from its Recursion equity position, disclosed in a February 2026 13F filing, happened around the same time the two companies co-showcased self-driving drug discovery labs at GTC. The operational partnership visibly continuing while the financial backing quietly ended is worth separating: NVIDIA's ongoing platform relationship doesn't necessarily signal the same conviction as its earlier equity commitment.
CMC Markets · Aug 14, 2026