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Will AI Always Require Land? artwork
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Will AI Always Require Land?

Real Estate Espresso by Victor Menasce

Jun 24, 202600:05:48Business

Today we’re looking at the AI value chain, and more specifically, how the migration of AI workloads from centralized data centers to local devices could change the investment thesis for data center real estate. Right now...

About This Episode

Will AI Always Require Land? is an episode from Real Estate Espresso by Victor Menasce. Today we’re looking at the AI value chain, and more specifically, how the migration of AI workloads from centralized data centers to local devices could...

Podcast

This episode belongs to Real Estate Espresso.

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Episode Details

Published Jun 24, 2026, 00:05:48 long, audio available.