Evan Helda is the head of physical AI at Nebius, where he leads business development, product strategy, and go-to-market for physical AI and robotics. He is also the creator of Dream Machines, a newsletter and podcast exploring physical AI and the future of the human experience. Before joining Nebius, Evan founded and led AWS’ Spatial Computing business, where he drove go-to-market and product strategy for digital twins, simulation, and spatial data services— technologies that now form the backbone of many emerging physical AI workloads.