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DailyREITBeat Avatar David Auerbach ⭕️ @DailyREITBeat on x 3885 followers Created: 2025-06-30 16:45:31 UTC

🧠📡 AI Supercharges Demand: Digital Realty & Equinix Ramp Up Data Center Growth

Two of the world’s largest data center #REITs — Digital Realty $DLR and Equinix $EQIX — are making massive bets on the explosive demand for AI infrastructure, with ambitious capacity expansions now underway.

🚀 Expansion Highlights Digital Realty (DLR): 📍 Development Pipeline (Americas): XXX MW of future capacity ⚡ Leased Capacity: XX% leased already 🏆 Top Markets:

Equinix (EQIX): 🧱 New Capacity: +24,000 cabinets through 2027 💸 CapEx Outlook: $4B–$5B/year through 2029 (vs. $3.3B in 2025) 🎯 Growth Goal: Double total capacity in X years — matching what took XX years 👥 Major Tenants: AWS, Google Cloud, Microsoft Azure, Oracle

📊 Market Share (Q4 2024, US Leased Datacenter Power): 🥇 DLR: XX% (largest share) 🥉 EQIX: XXX% (fourth-largest)

⚠️ Risk Considerations 🏗️ Supply Chain Delays: Longer lead times for critical equipment are pushing out delivery schedules, impacting hyperscaler deals. 📄 Hyperscaler Contracts: Often include escape clauses if delivery is delayed, creating potential revenue risk. 🌐 DLR’s VA Concentration: Heavy exposure to Northern Virginia = strong scale, but higher hyperscaler dependency risk. 🔄 Diversification Ongoing: Both REITs are working to balance tenant rosters beyond big tech.

📈 Investor Takeaway: AI infrastructure demand is real, and DLR & EQIX are well-positioned for growth. But the capital intensity, tenant concentration, and construction risks are worth tracking — especially for investors seeking long-term growth with stability in the REIT tech sector.

XXX engagements

Engagements Line Chart

Related Topics the worlds underway $dlr coins ai $eqix stocks real estate digital realty trust

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