In this episode of CropTalk, we close out the Predictions for 2026 and Beyond series with Dave Chen, CEO of Equilibrium Capital. With over $1 billion raised and deployed into large-scale greenhouse operations and companies like Revol Greens and Little Leaf Farms, Dave brings one of the most grounded capital perspectives in CEA. We dig into the faster-than-expected consolidation that reshaped the TPC sector, why leafy greens took longer than anticipated but has now hit a genuine retail inflection point, and how the vertical farm survivors are finally gaining traction by committing to high-value niches instead of chasing scale. We also get into where AI will actually move the needle in CEA operations, from demand forecasting and logistics to the deeper question of what a facility looks like when it is designed for automation from the start rather than retrofitted around people.
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