Could This REIT Be the Best Way to Play the Data Center Surge?

There's little doubt that data centers themselves are one of the artificial intelligence (AI) revolution's next big investment opportunities, boding well for owners/operators like Vertiv and CoreWeave, and just as well for data center construction specialists like Applied Digital. Is it possible that investors are looking right past the best way to plug into this next phase of AI's existence?That may well be the case. And it's got everything to do with how the business works. A name like Digital Realty Trust (NYSE: DLR) could quietly be the ideal way to play the explosion of the AI data center industry.Nvidia may have gotten the ball rolling by being the first (and practically only) supplier of processing chips powerful enough to support a true AI platform. But its business was largely built on one-off sales of these processors. To grow its revenue, it needs to improve its technology and/or find new customers.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool