Data centers are the new commercial real estate

Data Centers Surpass Commercial Real Estate: What It Means (Part 2)

The Crossing Point 📊 In 2025, something quietly historic happened in the United States: construction spending on data centers surpassed general office building construction. This wasn’t headline news. But it should have been. It marks a fundamental shift in how civilization allocates capital, space, and resources. We’re not just building digital infrastructure—we’re building it instead of physical infrastructure. The skyline is changing. Office towers give way to server farms. ...

2026년 2월 19일 · 6 분 · 1077 단어 · Den Kim
AI transforming biotech and drug discovery

The AI Biotech Survival Playbook: Lessons from AbCellera

🧬 The New Reality of AI Biotech Generative AI and DeepMind’s innovations have completely transformed the biotech industry. Looking at what small and mid-sized AI biotech companies like AbCellera Biologics are facing, the survival rules of the AI era become crystal clear. ⚡ The Perfect Storm Facing AbCellera 1. Big Pharma’s Direct Investment Rush In 2026, major pharmaceutical companies completely changed their AI investment strategy. Partnership Details Eli Lilly + Chai Discovery Multi-target biological drug design platform GSK + Noetik $50M upfront for cancer prognosis prediction foundation model Pfizer + Boltz Exclusive model development for small molecule discovery Big Pharma is now skipping the “middleman” and partnering directly with AI platforms. The space for mid-sized biotechs like AbCellera is rapidly shrinking. ...

2026년 2월 15일 · 4 분 · 807 단어 · Den Kim