Iron Mountain ($IRM) podcast mentions

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And then the companies that are already dominant players in the, in the field, names like Digital Realty, Equinix, Iron Mountain. They acquired the land, they build massive shells, secure the power, and they lease the white space to tech companies. That's their business model. Which means that REITs that already have land permitted that are connected to the grid, more valuable than ones holding unzoned agricultural land that might face local opposition. That's how you have to think about it now, is who has the scare— the scarce resource no longer is just land. It's land that is connected, that is zoned for the right type of end use.
Justin Klein · InvestTalk · AI Data Centers Are Eating the Land Market: Real Estate's Next Big Disruption · 2026-09-16