AI Data Center Demand Puts Equinix Stock And Digital Realty Shares In Focus

What happened: A planned US$100b American Energy Hub in Paducah tied to Brookfield Asset Management and NextEra Energy put focus on listed digital infrastructure stocks, including Equinix, Iron Mountain and Digital Realty Trust. Key numbers: Equinix generates about US$9.9b from IBX data centers, market value roughly US$100.6b, about 3 GW designed power, 600 MW under development, 1 GW expected under production by Why it matters: The article says AI energy and data needs could reshape these stocks, and that power, capital and funding pressures will shape build returns and future cash flow. Market: -1.3% today ($44.66), -14.7% YTD, 0.9x vol — as of 22:46 UTC

A planned US$100b American Energy Hub in Paducah tied to Brookfield Asset Management and NextEra Energy put focus on listed digital infrastructure stocks, including Equinix, Iron Mountain and Digital Realty Trust.

The article says AI energy and data needs could reshape these stocks, and that power, capital and funding pressures will shape build returns and future cash flow. Market: -1.3% today ($44.66), -14.7% YTD, 0.9x vol — as of 22:46 UTC