$NEBIUS(NBIS)$ One of the more interesting things about this company is that it could offer an early look at where the AI push heads next.
The infrastructure buildout is still accelerating, but AI is also starting to reshape one industry after another. Software came first, and life sciences may be next. Nebius looks like it's already positioning for that.
New CMO Lindsey Irvine comes from Benchling, the biotech R&D cloud, and former AWS executive Ilya Burkov now leads Nebius' life sciences and healthcare growth efforts.
They seem to be staying a step ahead.
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