Stocks of major data center REITs Digital Realty and Equinix dropped after AI companies Anthropic, OpenAI, and xAI signaled a slowdown in AI development. Despite this, Digital Realty's CEO Andrew Power emphasized that AI growth and related real estate demand are far from over, pointing to ongoing digital transformation and cloud computing expansion. Experts highlight that AI could drive up to 70% of global data center demand by 2030, with $3 trillion in real estate investment expected in five years. The demand for data centers, especially for AI inference and adoption, is projected to grow significantly, supported by strong institutional investment and strategic positioning by companies like Digital Realty.
Digital Realty Trust, Inc. (DLR) trades at USD 177.02, down 0.51% as of Sep 15, 2026 19:12 WIB, while Equinix Inc (EQIX) is priced at USD 997.90, down 0.08% on the same date. Despite recent stock declines following AI development slowdowns, the market values Digital Realty at $69.96 billion and Equinix at $98.55 billion, reflecting ongoing investor interest in data center real estate. This context underscores the CEO's view that AI-related demand for data centers remains a significant growth driver.
Blackstone's Digital Infrastructure Trust (BXDC) stands out as a leading hyperscale-focused data center REIT alongside Digital Realty and Equinix. Rising construction costs and higher interest rates have increased the value of existing data center ca...
Data center REITs Equinix, Digital Realty, and Iron Mountain are benefiting from rising demand driven by AI infrastructure growth. Equinix leads with the fastest dividend growth and a 2% yield, supported by record leasing and strong cash flow coverag...
