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Deep & Emerging Tech·November 2, 2026·1 min read

Isomorphic Labs President Says AI Will Design All Drugs One Day

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When Isomorphic’s president says AI will design all medicines, the relevant question for operators isn’t “if” but “what gets automated first” — target ID, lead optimization, or trial design. Biotech and pharma teams should be mapping which parts of their pipeline become software-first in the next 3–5 years and adjusting hiring and partnerships now.

Deep & Emerging Tech

Industry experts warn that slow US power grid expansion could stifle its AI boom and give China an edge, as China builds power infrastructure faster

Compute roadmaps that ignore transmission constraints are now fiction—US grid buildout is running at roughly one-quarter the needed pace while China leans into power infrastructure as a strategic lever. If you're planning multi-hundred-MW AI campuses in the US, you need a parallel strategy for grid interconnect risk, on-site generation, and jurisdictional diversification.