It also needs to be vertically integrated to make money, otherwise it's a handout to the materials science company. I can't see any of the AI companies stretching themselves that thin. So they give it away for goodwill or good PR.
Not sure what are LLMs supposed to do there.
I don't see how OpenAI or Google can profit from drug discovery. It's nearly pure consumer surplus (where the drug companies and patients are the consumers).
I am sure you can think of a few prominent examples.
That said Deepmind are doing a spin-off making drugs https://www.isomorphiclabs.com/
AI for science is not "marketed". It silently evolves under the wraps and changes our lives step by step.
There are many AI systems already monitoring our ecosystem and predicting things as you read this comment.
The AI/AGI hype in my opinion could be better renamed to ml with data and compute 'hype' (i don't like the word hype as it doesn't fit very well)