The Quantum City Show

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

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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

    • Cities are changing. Again. And we’re here to track it in real time.

    Timestamps:

    00:40 Impact of AI on Urban Landscapes

    06:07 Challenges in Supporting AI Infrastructure

    08:35 Political Will and City Planning

    16:03 Industrial Real Estate Trends

    23:18 Office Real Estate Market Rebound

    25:47 The Future of Office Spaces

    26:18 Economic Opportunities in Traditional Cities

    28:08 The Rise of Anchor Tenants

    29:08 San Francisco's Tech Resurgence

    33:52 AI's Impact on Commercial Real Estate

    38:56 The Role of AI in Lease Processing

    42:37 Unexpected Product Mix-Ups

    44:19 Conclusion and Upcoming Episodes



    #AI #DataCenters #RealEstate #CommercialRealEstate #OfficeComeback #EdgeComputing #IndustrialRealEstate #FutureOfCities #SmartBuildings #UrbanInnovation

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