AI Index / Tempus AI, Inc.
Tempus AI, Inc. (TEM)
Main revenue sources: (1) Diagnostics (oncology CGP tests xT, xR, xF; heme xH; exome xE; MRD). AI contributes directly via foundation-model-driven insights, Paige Predict, Immune Profile Score, and real-time contextualization embedded in reports. (2) Data business: licensing/Insights and applications (e.g., clinical trial matching TIME, Next). AI contributes directly—trained on 450+ PB multimodal data, with large GPU clusters, delivering discovery, trial design, and recruitment insights to pharma. While diagnostics monetizes tests, AI is core to product differentiation; data/licensing is explicitly AI-driven. Overall, AI is a primary revenue driver.
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Our AI advantages are continuing to take hold.
- Eric Lefkofsky
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Quotes from tempus Executives About Artificial Intelligence and Generative AI
Tempus is uniquely positioned in that. We have both of those at scale. We have over 450 petabytes of connected multimodal data, which flows from our Diagnostic business, which has real-time insights, real-time connection to outcome and response, is able to track patients longitudinally, rich molecular data, rich imaging data.
- Eric Lefkofsky
So we have a very small percentage of our cumulative sales force that is currently selling MRD. And if we were to let everyone sell it and completely unblock it, it could be 20x higher.
- Eric Lefkofsky
So we're incredibly long on the value that these models are going to deliver, and we're doubling down on those efforts. We think they'll be catalytic both to our diagnostic business as we keep dropping insights into our tests that make our test smarter and better than others.
- Eric Lefkofsky
And if you look at the foundation model efforts that we're engaged in, that's going to do nothing, we think, but accelerate that dramatically.
- Eric Lefkofsky
We're seeing really good liquid growth, slightly better, but that's been a long-term trend. And more and more people want the benefits of tumor normal profiling, more and more people want the benefits of DNA and RNA, more and more people want our connected platform that's intelligent.
- Eric Lefkofsky