Core Insights - The AI market is experiencing rapid growth, driven by the popularity of generative AI platforms like ChatGPT, leading to increased investments in AI infrastructure by companies [1][2] - Nvidia, Equinix, and Digital Realty are positioned to benefit significantly from this AI boom, with Nvidia being the leading AI chipmaker and the data center REITs providing essential infrastructure [4][11] Nvidia - Nvidia's discrete GPUs are optimized for parallel processing, making them more suitable for AI applications compared to traditional CPUs [5] - The company has shifted its revenue focus from gaming GPUs to high-end data center GPUs, which now constitute the majority of its revenue [5] - Nvidia holds over 90% of the discrete GPU market, benefiting from a first-mover advantage and a proprietary programming platform (CUDA) that locks in customers [8] - Analysts project Nvidia's revenue and earnings per share (EPS) to grow at a CAGR of 47% and 45% respectively from fiscal 2025 to fiscal 2028 [9] Data Center REITs - Equinix and Digital Realty are two of the largest data center REITs, with Equinix operating over 270 data centers and Digital Realty managing more than 300 [11] - Both companies are required to distribute at least 90% of their taxable income as dividends, making them attractive for income-oriented investors [10] - Equinix focuses on smaller units to serve a wider range of industries, while Digital Realty typically leases larger spaces to major enterprises [13] - Both companies provide interconnection services, with Equinix offering denser connections compared to Digital Realty [14] - Despite challenges in 2022 and 2023 due to rising interest rates, both stocks are expected to become compelling investments as interest rates decline and the AI market expands [16] - Equinix is valued at 21 times its projected adjusted funds from operations (AFFO) per share for 2025, with a forward yield of 2.4%, while Digital Realty trades at the same multiple with a forward yield of 3.1% [17]

AUSTIN, Texas, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), a leading global provider of cloud- and carrier-neutral data center, colocation and interconnection solutions, announced today the tax treatment of its 2025 dividends for common stock and preferred stock. The information below has been prepared using the best available information to date. Digital Realty’s federal income tax return for the year ended December 31, 2025 has not yet been filed. Please note that federal tax laws affect ...

收购位于马来西亚赛城 (Cyberjaya) 的高互联数据中心，将 PlatformDIGITAL® 扩展至东南亚增长最快的数字市场之一 Digital Realty 新近收购的 TelcoHub 1 数据中心位于马来西亚赛城 (Cyberjaya)，是该国规模最大的暗光纤互联枢纽之一，拥有超过 6,000 条光纤芯，并接入 40 多家网络服务提供商 得克萨斯州奥斯汀, Jan. 22, 2026 (GLOBE NEWSWIRE) -- 全球最大的云与运营商中立数据中心、托管与互联解决方案提供商 Digital Realty (NYSE: DLR) 今日宣布已签署协议，计划通过收购 CSF Advisers 进军马来西亚市场。CSF Advisers 拥有位于赛城 (Cyberjaya) 的 TelcoHub 1 数据中心，该中心是大吉隆坡地区最成熟的数据中心枢纽之一。Digital Realty 进军马来西亚市场，将进一步拓展其在东南亚的平台布局，并强化其支持该地区数字基础设施快速发展的承诺。 TelcoHub 1 为一座已投运的 1.5 兆瓦数据中心，被认为是马来西亚最大的暗光纤互联枢纽之一，设施内汇聚 ...

Digital Realty Trust (NYSE:DLR) is one of the most favored real estate investment trusts according to Hedge Funds. On December 15, Phani Kanumuri at HSBC upgraded his rating on Digital Realty Trust (NYSE:DLR) from Hold to Buy. He also raised his estimated price target from $187 to $193, resulting in an upside of 18%. Kanumuri is projecting “strong and sustainable” growth in Digital Realty Trust’s (NYSE:DLR) adjusted funds from operations (AFFO), leading to promising near- to mid-term prospects. He share ...

Key Takeaways DLR gains immediate presence in Malaysia with TelcoHub 1, a live data center in a key regional hub.Digital Realty secures future growth with adjacent land supporting up to 14 MW of additional IT load.DLR expands PlatformDIGITAL in Southeast Asia, enhancing interconnection and regional customer reach.In a major boost to its portfolio, Digital Realty (DLR) recently announced plans to enter Malaysia through an agreed-upon arrangement to acquire CSF Advisers. The entity owns TelcoHub 1 data center ...

Core Insights - Digital Realty has announced its acquisition of CSF Advisers, which owns the TelcoHub 1 data center in Cyberjaya, Malaysia, marking its entry into the Malaysian market and expanding its Southeast Asia platform [3][4][10] Group 1: Acquisition Details - The TelcoHub 1 data center is operational with a capacity of 1.5 megawatts and is one of Malaysia's largest dark fiber interconnect hubs, featuring over 6,000 fiber cores and more than 40 network service providers [4][6] - The acquisition includes adjacent land that can support an additional 14 megawatts of IT load, allowing for future expansion [4][5] Group 2: Strategic Importance - This expansion is aimed at supporting the growing digital infrastructure needs in Southeast Asia, particularly as Malaysia's data center capacity is projected to increase from 1.26 gigawatts in 2025 to 2.53 gigawatts by 2030 [10] - Digital Realty plans to integrate the Malaysia campus into its PlatformDIGITAL®, enhancing global connectivity and flexibility for customers [6][11] Group 3: Local Impact and Future Plans - The acquisition is expected to bolster local talent development and contribute to Malaysia's evolving digital infrastructure ecosystem [10][9] - Digital Realty will continue to evaluate opportunities for further expansion in the region, building on its existing presence in Singapore and Jakarta [11]

Key Takeaways DOC announced $925M of transaction activity, including campus acquisition and outpatient dispositions.Healthpeak bought a 1.4M-sq-ft South San Francisco campus for $600M, 60% occupied with density potential.DOC sold $325M of fully stabilized outpatient assets in Q4 2025 and is expecting $700M in proceeds.Healthpeak Properties, Inc. (DOC) announced transaction activity amounting to roughly $925 million, underscoring ongoing progress in its capital allocation strategy.In December 2025 and Januar ...

Core Viewpoint - Digital Realty Trust (DLR) is showing potential as a strong investment opportunity due to its recent technical movements and positive earnings outlook [1][2][3] Technical Analysis - DLR has recently broken above the 50-day moving average, indicating a short-term bullish trend [1] - The stock has rallied 6.9% over the past four weeks, suggesting upward momentum [2] - The 50-day simple moving average is considered a key indicator for establishing support and resistance levels [2] Earnings Estimates - There have been no downward revisions in earnings estimates for DLR in the past two months, with one upward revision noted [3] - The consensus earnings estimate for DLR has increased, reinforcing the bullish outlook for the company [3] Investment Sentiment - DLR currently holds a Zacks Rank of 2 (Buy), indicating positive sentiment among analysts [2] - The combination of technical indicators and positive earnings revisions suggests that DLR may be poised for further gains in the near future [3]

Industry Outlook - The global data center sector is expected to nearly double its capacity from 103 gigawatts to 200 gigawatts by 2030, driven primarily by artificial intelligence workloads, which are projected to represent half of all data center capacity by that time [1][6] - JLL forecasts that the sector will require up to $3 trillion in total investment over the next five years, including $1.2 trillion in real estate asset value creation and approximately $870 billion in new debt financing, marking it as an infrastructure supercycle [5] Company Insights - Digital Realty's CEO, Andy Power, emphasizes that the sector is not overbuilding and is instead responding to long-term technology trends such as cloud computing and digital transformation [7][8] - Power notes that the demand for data centers is significantly outpacing supply, with vacancies at Digital Realty being the tightest ever [9] - Digital Realty is strategically investing in locations where data workloads are high, such as Northern Virginia, Chicago, Dallas, Singapore, Tokyo, Frankfurt, and London [10] Financial Considerations - Concerns have been raised regarding the creditworthiness of tenants, particularly Oracle, which is heavily involved in AI projects [11] - Despite concerns, Power asserts that companies involved in data centers, including Oracle, have strong business foundations outside of AI and are inclined to own their real estate, with data centers currently being owned at about 50% [11][12]

Group 1: Ingenico and WalletConnect Integration - Ingenico has launched an integration with WalletConnect Pay to enable merchants to accept stablecoin payments directly at checkout [2] - The integration allows customers to pay with supported stablecoins at millions of Ingenico point-of-sale terminals across various sectors including retail, hospitality, and transportation [2] - Ingenico aims to provide a secure and seamless payment method for merchants, addressing the growing interest in stablecoin payments without requiring extra hardware or digital currency balances [4] Group 2: Polygon Labs Acquisitions - Polygon Labs announced the acquisition of cryptocurrency exchange Coinme and crypto wallet infrastructure provider Sequence for over $250 million to enhance its stablecoin payments business [5] - The acquisitions are intended to deliver key components of the Polygon Open Money Stack, including cash and digital fiat on- and off-ramps, wallet infrastructure, and cross-chain orchestration [6] - Polygon Labs emphasizes the need for improved infrastructure around stablecoins, aiming to build an open payments business leveraging regulated access to U.S. payment rails and cross-chain capabilities [7]