AI just became a real estate story. Zoning: voters backed 33 data center curbs Landlords: $MSFT +6.7% to a record, $AMZN +6.1% Tenants: #ANTHROPIC committed $8

AI just became a real estate story. Zoning: voters backed 33 data center curbs Landlords: $MSFT +6.7% to a record, $AMZN +6.1% Tenants: #ANTHROPIC committed $895.4B to compute Lenders: $META asked for €9B, got €53B of orders The moat is permits and power. #AI #DataCenters [📷](https://pbs.twimg…