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- AI's physical supply chain, including chips and data centers, is where the early revenue is.
- Data centers, crucial for AI, face high demand, with prices doubling and low vacancy rates.
- Databank CEO says customers are pre-leasing forthcoming buildings two years in advance.
Artificial intelligence may seem intangible, but it has an immense physical supply chain behind it, and at least for right now, that's where the money is.