AI, EVs and Data Fuel New Growth Stories
Key Points
- Tempus AI details rapid growth and scale in precision oncology data
- Nebius and Bitdeer ramp AI infrastructure using Nvidia GPUs
- Automotive telematics market set to nearly quintuple by 2033
- Coca-Cola creates chief digital officer role ahead of CEO change
Tempus AI Leverages Data for Precision Medicine Growth
Tempus AI used its appearance at the JP Morgan Healthcare Conference to outline how its data-centric precision medicine model is translating into scale and revenue. Founded in 2015, the company has built a platform that turns real-world clinical information into structured insights by combining molecular data from tumours, such as DNA and RNA, with clinical records and outcomes. Analytics are then applied to surface patterns that help guide testing, diagnosis and treatment choices, including matching patients to targeted therapies or clinical trials. Tempus’ strategy hinges on owning high-quality, anonymised data gathered through its own diagnostic testing services, rather than relying on external data frameworks. This approach has enabled it to work with 55% of US-based oncologists and to amass more than eight million imaging records and over four million diagnostic samples for AI applications. The scale is reflected in financials: Tempus generated $1.59 billion in revenue in 2025 and expects 25% year-over-year growth in 2026. Most revenue currently comes from diagnostic testing, but the company expects AI services built on its dataset and existing clinical platform to provide a decisive edge in the diagnostic testing market and drive future profit as medicine becomes more data-driven and personalised.
AI Infrastructure Expands as Nebius and Bitdeer Build Capacity
Beyond healthcare, new and existing players are racing to build AI computing capacity. Nebius, an AI infrastructure company spun out of Yandex, operates data centre clusters in Europe and the US using top-of-the-line Nvidia GPUs. Its business model is akin to cloud computing, renting GPU clusters to clients for AI workloads. Nebius reported an annual run rate of $551 million at the end of the third quarter of 2025 and has guided to a $7 billion to $9 billion annual run rate by the end of 2026, implying extremely rapid growth. The company is currently loss-making and is investing heavily in capacity, financed with significant borrowing, but expects that expanded infrastructure could support large cash flows if demand continues. Bitdeer Technologies is also pivoting aggressively into AI data centres. The company’s shares rose 15.58% after it launched deployment of NVIDIA GB200 NVL72 infrastructure in Malaysia, which it said would support the most demanding AI workloads and form part of a broader strategy to expand its global AI infrastructure footprint. Bitdeer is building accelerated computing data centres with capacities ranging from 13 MW in Washington and 37 MW in Tennessee to 570 MW in Clarington and 175 MW in Tydal, Norway. Facilities in Washington and Tennessee, originally used for cryptocurrency mining, are being fully converted into GPU-optimised AI data centres.
Automotive Telematics Set for Rapid Growth on V2X and EV Trends
New analysis from Astute Analytica points to strong structural growth in automotive telematics, with the global market expected to rise from $70.8 billion in 2024 to $349.2 billion by 2033, representing a compound annual growth rate of 19.4% between 2025 and 2033. The sector is being driven by connected and electric vehicle adoption, usage-based insurance, fleet management and regulatory mandates such as the European Union’s eCall system. One of the most significant shifts is from isolated in-vehicle systems to cooperative ecosystems based on vehicle-to-everything (V2X) communication. V2X enables real-time data exchange between vehicles, infrastructure and pedestrians, improving safety, traffic management and supporting higher levels of autonomous driving by extending situational awareness beyond onboard sensors. Telemetry volumes already reach into the trillions of data points and tens of billions of API calls annually on some platforms, requiring powerful analytics to extract actionable insights. Fleet operators are adopting telematics widely: fleets averaging 103 vehicles can automate and optimise more than 230 million workflows annually, gaining route efficiency, fuel savings and improved safety through driver behaviour monitoring. Vehicle tracking and fleet management account for 25.3% of market revenue, while passenger cars generate 52.6%, reflecting both consumer demand for connectivity and regulatory requirements. The Asia-Pacific region, led by China and supported by policy initiatives and domestic manufacturing capacity, is consolidating its position as the largest telematics market.
Coca-Cola Reshapes Leadership Around Digital and Emerging Markets
The Coca-Cola Company announced a series of management changes aimed at sharpening its digital capabilities and regional focus as Chief Operating Officer Henrique Braun prepares to become CEO in March. The company has created the new role of chief digital officer, appointing Sedef Saligan Sahin to “unify digital, data and operational excellence across the company” and to integrate Coca-Cola’s digital network and related functions. Sahin, currently president of Coca-Cola’s Eurasia and Middle East business, will assess how digital teams are organised across the enterprise. Up to now, president and CFO John Murphy oversaw digital strategy. Manolo Arroyo, already an executive vice president and chief marketing officer, will assume the combined role of executive vice president and chief marketing and customer commercial officer. Coca-Cola is also introducing two new market groupings under Braun to strengthen its position in Asia, Africa and the Middle East. Sanket Ray, president of the India Southwest Asia unit, will add the title of emerging markets lead, overseeing India Southwest Asia, Greater China and Mongolia, Japan and South Korea. Claudia Lorenzo, currently chief of staff to CEO James Quincey, will become president of the Eurasia and Middle East operating unit and emerging multi-markets lead, covering the Middle East, Eurasia, ASEAN and Africa. The leadership changes, effective March 31, are intended to help the organisation navigate dynamic global market conditions, with Braun highlighting the regional experience of Ray and Lorenzo. Robin Halpern, vice president and head of investor relations, will become chief of staff to Braun.
Key Takeaways
- Tempus AI is pairing a large proprietary oncology dataset with strong revenue growth, positioning AI services as the next leg of its business beyond diagnostics.
- Nebius and Bitdeer illustrate how AI demand is reshaping data centre investment, with both companies using Nvidia GPUs to build specialised AI computing infrastructure.
- Automotive telematics growth is being underpinned by V2X communication, fleet digitisation and EV-specific requirements, with Asia-Pacific emerging as a key deployment hub.
- Coca-Cola’s new chief digital officer role and reorganised regional leadership signal an explicit shift to more integrated digital operations and a deeper focus on high-growth emerging markets.
References
- 1. https://www.marketbeat.com/instant-alerts/rep-julia-letlow-purchases-shares-of-the-walt-disney-company-nysedis-2026-01-15/
- 2. https://usaherald.com/dover-sues-insulin-makers-and-pbms-alleges-rico-scheme-driving-up-drug-prices/
- 3. https://www.bbc.com/news/articles/c20z1pq93dlo
- 4. https://www.pv-magazine.com/2026/01/15/enphase-begins-shipping-gan-based-commercial-microinverters/
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