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The Silent Crisis in Rural Land Markets
AI data centers are quietly reshaping rural land economics, turning agricultural acreage into high-value utility real estate. We examine how the surge in power demand from hyperscalers is driving up lease rates for farmland and creating friction with local communities. With the S&P 500 hovering near recent highs and energy costs rising, this shift represents a fundamental change in how we value physical assets. Lucas and Luna break down the numbers behind the boom and ask whether this new industrial landscape will sustain or squeeze out traditional farming.
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