Trump's Executive Order just sparked a race for ground.
In partnership with Wide Moat Research | Every few decades, America does something extraordinary. | It takes a crisis... and turns it into a Gold Rush. | In 1862, Lincoln opened federal land to the railroads. Investors made fortunes. In 1910, Taft opened federal land to oil drillers. Dynasties were built. | Today, it is happening again. | But this time, we aren't laying track or drilling wells. We are building the physical backbone of Artificial Intelligence. | Data centers are the new oil wells. And they need massive amounts of land and power. | President Trump's new Executive Order has sparked a modern-day land rush. | The biggest asset managers in the world—BlackRock, Blackstone, PGIM—are already pouring billions into this sector. | They want to own the land. | But I've found a "Backdoor" that lets you stake your claim alongside them—starting with just a few hundred dollars. | See the 3 stocks that let you own the "Digital Soil" of the AI revolution. | | |
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| | When AI Stops Being Software | To most people, artificial intelligence still looks like code. To capital markets in 2026, it looks like infrastructure. | That distinction explains a lot of what we're seeing right now. Recent reporting confirms that investors are favoring energy providers and infrastructure owners over headline technology companies. The logic is simple: algorithms can move, but servers cannot. Once a data center is built, it is anchored — physically and financially — to its location. | This is why money is flowing toward: | Large parcels of usable land Regions with reliable grid access Jurisdictions where permits can still be secured
| AI isn't limited by imagination. It's limited by physics. | Power Is the New Bottleneck | Bloomberg recently highlighted that data centers have added billions of dollars in new power demand to U.S. grids — not hypothetically, but already. | Electricity isn't a toggle you flip. It requires generation, transmission, and regulatory approval. The regions that can provide it become strategic assets. The ones that can't get bypassed. This is why land tied to energy access is quietly becoming the most valuable input in the AI economy. | | | A Familiar American Pattern | There's a reason this shift isn't obvious to most investors yet. Infrastructure moves don't show up in earnings calls. They show up in zoning approvals and land acquisitions. | Institutional capital understands this cycle well: | First comes land. Then comes infrastructure. Then come cash flows.
| By the time the story reaches the public, the positioning is already done. America has always built its future the same way. Railroads followed land grants. Oil followed leases. AI follows power corridors. | The tools change. The sequence doesn't. The current rush isn't about code. It's about who controls the ground beneath the servers. |
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| | Written by Deniss Slinkins
Global Financial Journal |
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