[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  David Auerbach ⭕️ [@DailyREITBeat](/creator/twitter/DailyREITBeat) on x 3872 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: * Northern Virginia: XXX MW * Chicago & Dallas follow in scale 👥 Major Tenants: AWS, IBM, Oracle, Meta Equinix (EQIX): 🧱 New Capacity: +24,000 cabinets through 2027 💸 CapEx Outlook: $4B–$5B/year through 2029 (vs. $3.3B in 2025) 🎯 Growth Goal: Double total capacity in X years — matching what took XX years 👥 Major Tenants: AWS, Google Cloud, Microsoft Azure, Oracle 📊 Market Share (Q4 2024, US Leased Datacenter Power): 🥇 DLR: XX% (largest share) 🥉 EQIX: XXX% (fourth-largest) ⚠️ Risk Considerations 🏗️ Supply Chain Delays: Longer lead times for critical equipment are pushing out delivery schedules, impacting hyperscaler deals. 📄 Hyperscaler Contracts: Often include escape clauses if delivery is delayed, creating potential revenue risk. 🌐 DLR’s VA Concentration: Heavy exposure to Northern Virginia = strong scale, but higher hyperscaler dependency risk. 🔄 Diversification Ongoing: Both REITs are working to balance tenant rosters beyond big tech. 📈 Investor Takeaway: AI infrastructure demand is real, and DLR & EQIX are well-positioned for growth. But the capital intensity, tenant concentration, and construction risks are worth tracking — especially for investors seeking long-term growth with stability in the REIT tech sector. XXX engagements  **Related Topics** [the worlds](/topic/the-worlds) [underway](/topic/underway) [$dlr](/topic/$dlr) [data center](/topic/data-center) [coins ai](/topic/coins-ai) [$eqix](/topic/$eqix) [stocks real estate](/topic/stocks-real-estate) [digital realty trust](/topic/digital-realty-trust) [Post Link](https://x.com/DailyREITBeat/status/1939727008168034307)
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David Auerbach ⭕️ @DailyREITBeat on x 3872 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:
- Northern Virginia: XXX MW
- Chicago & Dallas follow in scale 👥 Major Tenants: AWS, IBM, Oracle, Meta
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
Related Topics the worlds underway $dlr data center coins ai $eqix stocks real estate digital realty trust