Why Land Is Back in the AI Equation
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Why Land Is Back in the AI Equation
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About this listen
For a decade, software ate the world. Now AI is making land matter again.
Meta's 2-gigawatt facility requires hundreds of acres. Microsoft's expansion spans millions of square feet globally. These aren't software deployments — they're industrial developments with 30-year time horizons requiring transmission adjacency, water rights, and favorable zoning.
Developers with optioned land near transmission corridors are commanding premium valuations. Land isn't just back — it's becoming a rate-limiting input to the AI buildout.]]>
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