About this episode

The episode discusses the challenges facing AI infrastructure due to community pushback on data centers and explores investment opportunities in pharmaceuticals and biotech.

The AI infrastructure boom is running into a growing obstacle: communities and regulators are pushing back against massive data center projects. Simon and Dan look at why opposition to new data centers is accelerating, particularly around electricity demand, utility costs, water usage and the strain these projects can put on existing infrastructure. They also discuss what delays could mean for the AI buildout, which parts of the ecosystem could benefit from constrained computing capacity, and why Alberta is emerging as an important battleground for new projects. Then, Simon follows up on last week’s Royalty Pharma deep dive by looking at the different ways investors can gain exposure to pharmaceuticals and biotech. From diversified ETFs to established drugmakers, higher-risk biotech companies and the royalty model, they break down the trade-offs between diversification, upside potential and clinical-development risk. They also discuss why seemingly “safe” pharmaceutical giants can still carry significant concentration risk, how AI could reshape drug development, and why healthcare may be one of the more overlooked ways to invest in the AI theme. Stocks/ETFs…

People in this episode

Host: Simon

Guest: Dan

Topics covered

• data centers
• AI infrastructure
• pharmaceuticals
• biotech investing
• electricity demand
• healthcare investment

Keywords

• data centers
• AI
• pharma
• biotech
• investment strategies
• Royalty Pharma
• electricity demand
• healthcare

Mentioned in this episode

Organizations: Royalty Pharma, AI, Alberta

Products: RPRX, MRNA, MRK, JNJ, ABBV, LLY, VRTX, REGN, AMGN, GILD

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