AI Index / Tempus AI, Inc.
Tempus AI, Inc. (TEM)
Main revenue sources: 1) Diagnostics (~$261M): oncology therapy selection (solid tumor, liquid biopsy), MRD, and hereditary testing. AI contributes indirectly via attached algorithms (e.g., HRD, tumor origin, immune profile) that enhance test value and drive attach rates. 2) Data and Applications (~$87M): de-identified data licensing and AI/modeling collaborations (foundation and bespoke models) with large pharma; this is directly AI-driven and growing rapidly with multi‑year $100M+ deals. Overall, AI is a core driver in Data/Apps and a meaningful enhancer in Diagnostics.
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And we're seeing this migration where people aren't just licensing our data more and more, they're actually building a models with us, whether those are foundation models as is the case with AstraZeneca, or they're building smaller models, leveraging our data.
- Eric Lefkofsky
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Quotes from tempus Executives About Artificial Intelligence and Generative AI
We have a very large database now in excess of 500 petabytes of data, it's all connected to this analytics and model-building platform. That's now connected to not just CPUs, but GPUs, and people are increasingly building proprietary models to get smarter about their own internal R&D programs.
- Eric Lefkofsky
Lots of data, and broad access and AI model building and all the great stuff that you want to see for a long-term sticky relationship.
- Eric Lefkofsky
And so people are using our data to be far more intelligent in terms of which compounds they actually want to interrogate, how they design Phase I and Phase II trials for the greatest likelihood of success.
- Eric Lefkofsky