The compute belt needs hinterlands
Every gigawatt data-center campus drags substations, fiber, water deals, and worker housing into cheap counties.
Hyperscale campuses stopped competing for metro land and started competing for power — pushing them into rural counties where AcreSignal's data-center index already scores parcels. The second-order trade is bigger than the campus itself: each announcement reprices the 20-mile ring (contractor yards, substation expansions, fiber regen sites, workforce housing land) in counties where land still trades at agricultural prices.
The full thesis is for Edge members
Where the value emerges
3 land types with geographies and the why
Early signals to watch
4 public, trackable indicators
How investors play it
4 concrete moves with entry discipline
What kills the thesis
3 honest failure modes
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Research and market commentary, not investment advice. Long-horizon theses can be wrong — verify any specific parcel with a full report and your own diligence.