Infrastructure without application strategy is just real estate with electricity. Sprint launched America’s first 4G network — and still lost the 4G era to the translators. Having the infrastructure first is not the same as capturing the era. KC now has $11B+ of announced hyperscale investment. The economic return depends on the translation: connecting the compute to the compute-hungry industries already here. And the proximity advantage is real where it’s honest: the triangle of compute + physical testbeds + operating companies, which almost no other region has.
