My thoughts: I'm expecting the LLM-driven bubble to burst. Not AI in general, but it seems LLM has been soaking up all the investment dollars and LLM will eventually hit a wall in critical fields where an expert can poke holes at the results. The data centers go poof! Now, the contracted land rights, water rights, and electricity rights, highly discounted will be of value. Kind of like the defunct railroad rights in your community that can't easily be repurposed into a bike path as the city does not have the rights. So, I wonder if there will be companies formed to buy up the infrastructure rights (the contracted cheap power and water) and re-sell them to the city and counties that originally generated the contracts. Its too easy to see the naïve city and county officials succumbing to the hookers and other marketing techniques when these contracts were issued. Now they can be sold back at a profit.