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The AI industry may be sitting on one of its most valuable assets — and it isn’t a model, a chip, or a dataset. It’s land. As companies race to build ever-larger AI systems, the conversation usually revolves around GPUs, data centers, energy contracts, and talent. Yet beneath all of those discussions lies a simpler reality: modern AI is becoming a physical industry. Every new generation of frontier models requires more computing power, more electricity, more cooling infrastru