Brad Thomas remains optimistic about the long-term demand for digital infrastructure, particularly favoring data center and cell tower REITs over highly leveraged AI cloud providers. He argues that data center moratoriums are unlikely to cause a recession because capital will shift to more receptive markets and demand remains strong. While technological changes and orbital computing pose risks, well-located and adaptable infrastructure with careful financing can maintain value through economic cycles. The main threat to the AI infrastructure boom is rising capital costs, which could hurt returns for overleveraged operators like CRWV.
Digital Realty Trust (DLR), a key player in data center infrastructure, trades at USD 175.97 on Pluang as of Oct 18, 2026 19:11 WIB. The stock has gained 0.86% in the past day, showing resilience amid concerns about capital costs and market shifts. DLR's market cap stands at $65.28 billion, reflecting strong investor interest in well-positioned digital infrastructure assets.
