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Podcast

Ep. 2 | What’s Really Happening with AI, Data Centers, and Industrial?

August 5, 2025

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In this episode of The Quantum City Initiative, we dig into the signals (and noise) around AI, data centers, industrial real estate, and whether the long-dead office market is actually showing signs of life.

We talk about what AI is doing to energy infrastructure, why edge computing might finally matter, and what it would actually take to future-proof cities like Boston or New York (spoiler: a lot). Plus, we get into the hype cycle behind industrial, the return of big office deals, and how cities like San Francisco are suddenly cool again—if you're sitting on a billion-dollar AI valuation.

It’s part trend breakdown, part gut check, and part reminder that AI is… well, just really good software.

Here’s what we get into:

  • AI’s pressure on the grid — and who’s getting stuck with the bill
  • Why edge computing might change how buildings are designed
  • The real reasons industrial might be cooling (and why that matters)
  • Office REITs, asset sales, and why some landlords are buying again
  • What’s happening in SF — and why talent density still wins
  • How AI is actually showing up in CRE operations (hint: lease abstraction is on the chopping block)
  • And yes… we break down the viral story of alcoholic High Noons showing up in Celsius cans

👉 Don’t miss the conversation, subscribe to The Quantum City Initiative on your favorite podcast platform and tune in now.