Digital Gold: Why Data Center REITs Win in the AI Era!

The markets are in a paradoxical situation. While the major AI stocks are under pressure, a remarkable development is taking place in a seemingly unspectacular corner: Data Center REITs are writing their own success story . The logic is strikingly simple – no matter whether ChatGPT, Claude , or Gemini wins the AI race: The Data Centers always win. They are the landlords of the digital arena, benefiting from the competition without themselves being in the line of fire. The conditions are also working in favor of the industry. After the drastic...