We opened a taco shop because Meta is building an AI data center nearby. Now 40% of our business is tied to it.
THE SO WHAT
Hyperscale AI builds are turning into single-customer company towns—when 40% of a restaurant’s revenue rides on one data center, local economies are effectively levered to one tenant’s capex cycle. If you’re building near these sites, underwrite demand like a government base contract: concentration risk is real, and exit scenarios matter.
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