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AI Isn’t a Tool. It’s Infrastructure
A couple of weeks ago I gave a talk to the Southern California chapter of the Counselors of Real Estate. Seasoned operators. People who have financed, built, and managed commercial real estate through multiple cycles. Smart, experienced, skeptical.
When I shared a slide showing that five technology companies plan to spend nearly $700 billion on AI infrastructure in 2026 alone, the room went quiet.
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Not skeptical quiet. Stunned quiet.
During the Q&A session, someone said what everyone was thinking…
The skinny
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