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Healthcare Teaming with Tech & Grocery Wars: Amazon v Walmart

Jan 13, 2026
Discover Eli Lilly's groundbreaking partnership with NVIDIA to revolutionize drug discovery through AI. Dive into the latest in obesity treatments and the fierce grocery wars as Amazon plans a massive supercenter to compete against Walmart's innovative drone delivery service. Explore market movements, including fluctuating oil prices and trends in Delta's premium travel growth. Plus, get insights into credit card rate changes and the banking landscape. It's a whirlwind of health tech and retail strategies impacting the economy!
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INSIGHT

Big Tech Meets Big Pharma

  • Eli Lilly and NVIDIA will invest up to $1 billion to build a co-innovation lab to speed drug development.
  • They will colocate engineers and biologists and use multimodal models, agentic AI, robotics, and digital twins to extend beyond discovery into trials and manufacturing.
INSIGHT

Amazon's Supercenter Gambit

  • Amazon plans a 229,000 sq ft supercenter near Chicago that includes a limited warehouse component for local fulfillment.
  • The store would be about a third larger than a typical Walmart supercenter and sit next to a Costco to capture grocery and bulk shoppers.
INSIGHT

Store-As-Warehouse Strategy

  • Walmart uses its store network as local distribution to fulfill perishable online orders efficiently and keep customers returning.
  • Amazon's large-format store plus on-site fulfillment mirrors Walmart's store-as-warehouse strategy and intensifies competition for grocery frequency.
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