Avery Fairbank

McKinsey & Company has just released a new forecast for data center capacity. They're now projecting a staggering 83GW capacity by 2030 - a dramatic 48% increase from their September 2023 estimate of 56GW. The energy implications are profound. In 2023, data centers consumed about 147 TWh, representing 3-4% of US power demand. By 2030, that's expected to skyrocket to 606 TWh - a whopping 11-12% of US power demand. We're looking at a 312% increase in just seven years! Industry giants are responding with bold moves: ✅ Amazon & Citadel: $500M stake in X-energy for small modular reactors ✅ Google: Ordered six SMRs from Kairos Power Capital is flooding into this space at an unprecedented rate: ✅ Apollo Global Management estimates a $15-20T market for digital infrastructure over the next decade. ✅ Microsoft and BlackRock are mobilizing up to $100B for AI infrastructure investments. #DataCenterGrowth #AIInfrastructure #TechTrends #EnergyFuture

Colocation giant Digital Realty has announced a collaboration with Ecolab, a water conservation firm, to deploy an AI-driven water conservation solution in 35 US data centers. The solution will use an AI model to establish actionable water consumption benchmarks by identifying real-time operational inefficiencies in cooling systems and recommending actions for improvements. Once implemented, the solution aims to cut water use by up to 15 percent, extend equipment lifespan, and reduce the need to withdraw up to 126 million gallons of potable water from local watersheds annually. The partnership is part of Digital Realty's broader water conservation strategy. In its recent 2023 ESG report, Digital Realty reported a 14 percent reduction in water use intensity compared to the previous year. #DataCenter #Water #AI #Colocation #Sustainability

Currently seeking a Project Manager based in Iowa to lead a Data Center Project. Fantastic opportunity to join a leading developer in a quickly growing industry. Salary Range: $140,000-$170,000 If you have experience working on Mission Critical/Data Center construction Projects, get in touch and lets discuss the position in more detail! Email: Callum.Scott@AveryFairbank.com Phone: 281-733-2450 #Careers #DataCenters #Colocation #NewOpportunities #Iowa

Fantastic Announcement from Elite UK REIT! I am excited to see if their planning is allowed, it will be a great development for the UKs Digital Infrastructure.

Kao Data has broken ground on a massive £350 million ($464m) data center project in Manchester. This is a game-changer for the UK's digital landscape: ✅ 40MW capacity ✅ 25,900 sqm facility ✅ Completion by 2026 ✅ First of its kind in Manchester Why this matters: • Reinforces Manchester as a major UK tech hub • Creates numerous jobs in construction, engineering & operations • Supports the recent designation of data centers as Critical National Infrastructure • Provides strategic diversity from Dublin & London Greater Manchester Mayor Andy Burnham says it best: "This new data center will play a pivotal part in our fast-growing and diverse technology ecosystem, reinforcing our position as a global leader in AI and data center capacity." Kao Data isn't just building a data center - they're investing in the future of UK tech. With plans to engage local schools and students through the Greater Manchester Baccalaureate, this project is set to create a lasting impact on the region's digital economy. #DataCenter #TechInfrastructure #Manchester #DigitalTransformation #UKTech

247 Data Centers just launched in Brazil, and they're not here to play small: ✅ Ambitious goal: Six 100MW+ campuses across Brazil ✅ Target: Hyperscalers and edge computing giants ✅ Backed by: Autonomy Investimentos ✅ Led by: Rafael Garrido (CEO, ex-Vertiv) and Bruno Pagliaricci (CTO, Odata alum) They're focusing on São Paulo and Rio, with Fortaleza and Rio Grande do Sul on the radar. First project expected to drop next year. Looks like Brazil's data center market is heating up!

From startup to IPO, from lab to FDA approval.... Exclusively representing an MD/PhD Chief Medical Officer looking for Board Opportunities! ✅ Multiple FDA approvals (ADC for breast cancer, CAR-T therapy) ✅ Scaled biotech from 17-person private to 150+person public company ✅ 6+ years Public BoD experience - immuno-oncology biotech Seeking biotech boards that value deep scientific expertise and proven leadership. Interested? DM for details. #Biotech #BoardOfDirectors #Oncology

Billion-Dollar Bottleneck: The GLP-1 Manufacturing Dilemma While GLP-1 therapies are reshaping obesity treatment, a critical challenge looms: manufacturing capacity. Despite soaring revenues, Eli Lilly and Novo Nordisk are grappling with unprecedented challenges in ramping up production to meet the surging global demand. Key developments in addressing the manufacturing bottleneck: Novo Nordisk's strategic move: $14B acquisition of CDMO Catalent Pharma Solutions Eli Lilly and Company's expansion: Breaking ground on a new $2.5B site in Germany & an additional $800M invested at one of its Ireland sites. The ripple effect: CDMOs investing heavily to capture GLP-1 manufacturing opportunities: Corden Pharma - A Full-Service CDMO: $900M in expansions across US/Europe Simtra BioPharma Solutions: $250M Sterile Fill/Finish expansion (Indiana) Resilience: $225M Fill/Finish expansion (Ohio) Agilent Technologies: $925M acquisition of BIOVECTRA Argonaut Manufacturing Services Inc.: $45M Sterile Fill/Finish expansion (California) Vetter Pharma: $252M, 57,000 sqft Aseptic site (Germany) PCI Pharma Services: $100M Sterile Fill/Finish expansion (Philadelphia) As the industry races to scale up GLP-1 production, its capacity to meet demand will be pivotal in realizing the full potential of this game-changing treatment approach. #GLP1Manufacturing #CDMO #ObesityTreatment

The Rise of GLP-1 Therapies in Obesity Treatment The pharmaceutical landscape is witnessing a seismic shift with the emergence of GLP-1 therapies for obesity. First-mover companies, Eli Lilly and Novo Nordisk have skyrocketed to become the most valuable pharmaceuticals, driven by the success of their GLP-1 drugs. As the obesity market potentially reaches $100B by 2030 (Goldman Sachs Research), competition is intensifying. Aside from pharmaceuticals, here are some biotechs to keep an eye out for: Altimmune, Inc.: Pemvidutide (Phase II) Innovent Biologics: Mazdutide (Phase III) Viking Therapeutics, Inc.: VK2735 (Phase II) BioAge Labs: Azelaprag (Phase II) Carmot Therapeutics, Inc.: CT-868 (Phase II) Zealand Pharma: Dapiglutide (Phase II) Structure Therapeutics: GSBR-1290 (Phase III) Rivus Pharmaceuticals : HU6 (Phase II) Kallyope: K-757/K-833 (Phase II) Aardvark Therapeutics ARD-101 (Phase II) These companies are exploring diverse approaches, from peptide-based agonists to oral small molecules, targeting various receptors and pathways. The race is on to capture market share and potentially revolutionize obesity treatment. #ObesityTreatment #GLP1Therapies #BiotechInnovation

Happy Labor Day! Raising a toast to hard work and well-deserved rest.