TMOThermo Fisher Scientific Inc.

“you're seeing experimentation scale up and will scale up in areas that it would never have happened in the past, right, which is just large-scale generation of biologic information to effectively create biology models, right? So as opposed to what people normally do, which is they're looking at their particular area of interest, you're not seeing very wide scale large volume labs that are just trying to build biology models, if you will. And so when you think about what those customers need, they want the instruments to be more automated or more automated-ready, and they want it to be easy to effectively have the data be able to populate their own models, right?”

“we introduced the Thermo Scientific Glacios 3 Cryo-TEM, a next-generation cryo transmission electron microscope that features AI-enabled workflows. What's really exciting about this launch is that it further democratizes access to cryo-EM through the robustness of the instrument that allows us installation in a broader range of lab spaces, bringing high-end structural biology capabilities to more customers.”

“for our company, obviously, the good end market matters, and that will help us. But we see it as a significant positive for Thermo Fisher Scientific as we're exceptionally positioned to shape it and benefit from it both in our clinical research business, we talked about that in the past with OpenAI, NVIDIA is really across our technology businesses, our instrument businesses, parts of Life Science Solutions. And it's going to make our portfolio of capabilities stronger and really amplifies what differentiates us, our scale, our portfolio breadth, our trusted partner status and obviously, great execution.”

“when I think about the role that AI is playing with our customers, it's accelerating scientific discovery. It's deepening understanding and it's ultimately going to accelerate bringing new medicines to patients faster to address significant unmet medical needs. And when I think about what it means is we believe that AI is going to improve the returns on investment for the drug development industry. That means that there'll be more products that will be coming through the pipeline and ultimately will create an enhancement of funding interest in the biotech community.”

“we announced a strategic collaboration with NVIDIA, combining our leadership and laboratory technologies with NVIDIA's advanced AI capabilities. The team is making great progress working together towards the commercialization of new workflow solutions that will enhance scientific instrumentation and help customers work faster, improve accuracy and get more value out of each experiment.”

“That's not a new thing, but you're seeing very scaled facilities coming online and our technologies are being adopted. So as part of our R&D road maps about how do we create better connectivity and we feel good about what we're doing there.”

“a few areas of focus for the PPI Business System in 2026 are driving an accelerated level of cost productivity, deploying AI at scale to run the company better, and the continued mitigation of tariffs.”

“we're embedding AI into our capabilities per that collaboration we had announced some time ago with OpenAI and customers value that, and that positions us very well.”