Local zoning votes in Arizona and executive testimony at industry events show AI infrastructure is reshaping rural land use and straining supply chains critical to university research partnerships. Maricopa County approved rezoning for a 2,000‑acre Hassayampa Ranch project that developers say could attract large cloud providers or hyperscalers for massive GPU farms. Investors and developers, including Chamath Palihapitiya‑backed buyers, are positioning to host tenant hyperscalers such as Google, Meta or major cloud providers. Separately, CoreWeave’s CEO warned the sector faces a “violent change” in supply and demand that cascades down to raw‑material mining and GPU allocation, forcing deep collaboration across industry players. Universities planning AI research campuses or regional compute partnerships should expect intensified competition for land, power and chips and may need new procurement and off‑campus hosting strategies.