Mapping AI giants’ bets across the biopharma tech stack

With the June release of Claude Science, Anthropic became the fifth tech giant to ship a life science-specific AI platform in 2Q26. The companies are placing different bets across the AI-for-R&D value chain — some complementary and some competing — accelerating the evolution of a landscape that biopharmas must continuously track, evaluate, and decide how to navigate.

Among the open questions are which layers of the tech stack biopharmas should build, buy or customize; whether to commit early to one platform or hedge across several serving the same function; and whether the work is better powered by advanced generalist models or models purpose-built for life sciences...