DigitalBridge’s (DBRG) Outlook Strengthens with Capital Deployment in Data Centers, Power Solutions

Group 1: Company Overview - DigitalBridge Group Inc. is a leading global digital infrastructure asset manager with over $96 billion in assets under management and ranks among the top 3 data center providers globally, operating over 200 data centers [1] - Despite its strong position in the market, DigitalBridge's stock has underperformed with year-to-date gains of only 4.6%, lagging behind the broader market [1] Group 2: Strategic Focus and Growth Opportunities - The company is focusing on capitalizing on significant growth expected from AI inferencing and the expansion of its data centers, as outlined by CEO Marc Ganzi at the Goldman Sachs Communacopia + Technology Conference [2] - There is strong demand in towers, fiber, and data centers, with an increasing emphasis on power availability to support AI-driven growth [2] Group 3: Power Needs and Investment Plans - The power requirements for the data center industry are projected to nearly triple from 68 to 196 gigawatts in the coming years, prompting DigitalBridge to invest in grid-independent power solutions supported by its 22-gigawatt power bank [3] - The firm is deploying $50 billion in capital expenditures aimed at expanding fee-related earnings and enhancing co-investment margins [3]