Brian Patten

Founder & CEO, Next Generation Land Co. Data center sites • Power corridors • Natural gas & new generation Where land, grid physics, and AI infrastructure meet.

[Brian Patten @BrianPatten]

A lot of people are screaming about the “AI bubble.” They’re missing the point entirely.

Look at AI like the railroads.

GPUs are the locomotives.
Data centers, land, the grid, and BTM power are the steel, labor, and right-of-way that built the rails.

Cornelius Vanderbilt and James J. Hill got rich owning and expanding the railroads. Matthias Baldwin made his fortune cranking out the locomotives. Andrew Carnegie built an empire selling the steel.

But the explosion wasn’t just them, it was the millions of businesses, farms, factories, and towns that suddenly became possible because the rails existed. Productivity exploded. New industries were born. Generational wealth was created.

AI is the same story, except bigger. People are staring at today’s GPU spend and data center buildout. They’re not seeing the millions of new companies, products, and industries that will be built on top of this infrastructure.

This isn’t a bubble, it’s the new American foundation.

[Brian Patten @BrianPatten]

@BillAckman Protesting data centers

[Brian Patten @BrianPatten]

@WagieCapital They are getting into the data center business!

[Brian Patten @BrianPatten]

@j_fishback 🤡

[Brian Patten @BrianPatten]

@DerrickEvans4WV do you know X, instagram, text messages, emails, Netflix, and virtually everything else that runs your life lives in a data center? Kind of a hypocrite eh? Use a data center to complain about data centers?

[Derrick Evans @DerrickEvans4WV]

IDGAF about the grid or conserving energy while they continue to build data centers.

I’m not going to sweat inside my home so data centers can continue to operate.

[Eric Daugherty @EricLDaugh]

🚨 JUST IN: Pennsylvania Democrat Gov. Josh Shapiro DENIED creating a Great American State Fair booth in DC for PA — so Sens. John Fetterman (D) and Dave McCormick (R) did it themselves

Now Pennsylvania has a booth and it's LIVELY!

Shame on Josh Shapiro!

MCCORMICK: "It said PA wouldn't participate, the governor didn't want to use tax dollars and couldn't find ANY businesses to support it."

"So I called Sen. Fetterman and said, 'this can't stand.' Pennsylvania, the history of America runs right through Pennsylvania!"

"So Fetterman jumped on board and said, yes, we're gonna do this! And businesses came out of the woodwork!"

"They were absolutely enthusiastic about getting behind this...being a patriot is not a Republican or Democratic thing, despite our differences!"

AWESOME! 🇺🇸

📽️ @ZitoSalena

[Brian Patten @BrianPatten]

It’s this exact reason why AI and data centers are a matter of national security.

[Brendan Falk @BrendanFalk]

The "Sleeper Agent Theory" is the biggest risk here

Imagine if a LLM is trained to steal all the API keys and password on your device if someone gives it a nonsense phrase like "Three clocks bloom at midnight"

That phrase is completely meaningless today. No one ever searches it. It's impossible to know it's malicious

Then one day someone runs a superbowl ad. Millions of people search the phrase. Billions of API keys and passwords are exfiltrated in minutes.

There could be thousands of "sleeper agents" embedded in any LLM. It's very hard to detect. And it doesn't matter where it's hosted.

[Brian Patten @BrianPatten]

@explorersofai Because it’s not possible

[Brian Patten @BrianPatten]

@BuzzPatterson Actually NYPD is invoicing them $160k per day. You’re a troll.

[Brian Patten @BrianPatten]

@linashen_ai Umm. No. Not at all

[Brian Patten @BrianPatten]

Everyone wants the AI upside until it's time to flip the switch. Serious companies are moving fast on sites that deliver today. We're not here for the hype cycle, we're here for the builds that actually happen. Practical sites. Real power. Delivered.

[Brian Patten @BrianPatten]

@RepNicole Do you know they’re not? This seems like a thirsty attention seeking post.

[Brian Patten @BrianPatten]

@coryalthoff Is it unpopular or widely understood. This is not a new or controversial opinion

[Brian Patten @BrianPatten]

@zerohedge You don’t think he’s trying to buy his way out of his lawsuit with @elonmusk do you?!?!?

[Brian Patten @BrianPatten]

@PowerOwn45 He was way too unlikable to ever be elected president. If this was the 50s and he could run on policy alone, he’d win in a landslide

[Brian Patten @BrianPatten]

@BillAckman It should be a simple calculation to understand where they are. (AI Growth needs x discount rate) x (Company’s Market Share) = Forward Revenue.

Forward Rev * EBITDA multiple forward PE.

I’m over simplifying obviously. I’m sure you guys have done the math!

[Brian Patten @BrianPatten]

@FallRiverReport Anything to skip the traffic

[Brian Patten @BrianPatten]

@JohnPippett @dee_bosa The utilities are regulated. They are restricted on their pricing. Regardless of the load.

[Brian Patten @BrianPatten]

@JohnPippett @dee_bosa They don’t have to pay more for the power

[Brian Patten @BrianPatten]

Land without power is just dirt. Power without entitled land is a spreadsheet fantasy. We put both together, plus the risk absorption hyperscalers actually need. Four generations of doing deals the hard way pays off when timelines matter.

[Brian Patten @BrianPatten]

The grid is constrained. Transmission upgrades, co-location with generation, strategic land banking. The winners in AI infrastructure will be the ones who solve for physics instead of fighting with opposition. We've been in this game long enough to know the difference.