Data center ETF DTCR surges 38% YTD as AI drives strong pricing power and bookings.

The Global X Data Center & Digital Infrastructure ETF (DTCR) has gained 38% year to date, fueled by strong demand for data center capacity and AI computing. Nearly half of DTCR’s holdings are in data center REITs like Equinix and Digital Realty, which have seen significant price gains due to pricing power and record bookings. The key risk is the 10-year Treasury yield, which affects REIT valuations through discount rates. Investors should watch Equinix’s upcoming bookings report and Treasury yields to gauge if the AI-driven growth and pricing power will continue to support DTCR’s strong performance.