Wall Street is suddenly bullish on Equinix and Digital Realty after Q4 earnings reports showed their long-term AI strategy is ...

Investors will want to adjust their expectations for how an AI company should look and operate.

The rise of AI and quantum computing has fueled demand for data center capacity. Revenue and income from operations are growing steadily. Growth has slowed in recent years, but rising demand and ...

Private multi-tranche ABS deals of more than $1bn are likely to be part of the “incremental capital” needed to meet the surge in demand for data center financing in 2026, said a senior US banker ...

Applied Digital (APLD) is rated BUY, backed by strong AI data center demand and a strategic shift toward a REIT model. APLD’s modular data center design, strategic locations, and hyperscaler contracts ...

Marie Sapirie examines the tax questions that affect data center projects and says that the landscape for these projects will continue to change.

A hyperscale data center ABS deal brought by Compass and backed by leases to Microsoft, Meta, Uber and Oracle was priced on ...

Data center REITs benefit from rising data usage, offering investors growth potential. Stable, long-term tenant contracts in data centers provide recurring revenue streams. Interest and oversupply ...

An Equinix data center in Ashburn, Virginia. Swollen with seemingly insatiable demand for computing power, the AI boom has birthed hundreds of unicorns out of thin air, minted dozens of billionaires ...