Everyone's chasing the next semiconductor play, but smart money might be looking elsewhere. Data centers - the physical backbone powering AI computation - could be the overlooked opportunity right now.

Think about it: chips need somewhere to live. As AI models scale up, the demand for specialized facilities with massive power capacity and cooling systems isn't slowing down. Same logic applies to blockchain infrastructure, by the way. Mining operations and validator nodes all need real estate.

The real estate angle here isn't just buying property. We're talking specialized infrastructure - power grids that can handle insane loads, cooling tech that keeps thousands of GPUs from melting, strategic locations near energy sources.

Not exactly a fast flip, but infrastructure plays rarely are. Could be worth digging into REITs focused on data center properties or companies building out this physical layer.