The Chip Decision That Could Reshape Global Real Estate

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This episode was published on December 10, 2025.

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from CRE 360 Signal™ · host Omid shahbazian Powered by CRE360.ai

A single U.S. export decision just reshaped the trajectory of global AI infrastructure. China regains access to H200 chips — not the frontier Blackwell class — and the ripple effects reach far beyond geopolitics. This episode breaks down how compute access influences data-center demand, power markets, land pricing, and capital allocation heading into 2026–2028. Not a tech story — an infrastructure signal.

Episode metadata supplied by the publisher feed · Published Dec 10, 2025

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The Chip Decision That Could Reshape Global Real Estate

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