AI Data Centers are Booming and These 3 Stocks Are Cashing In

Core Insights - The artificial intelligence boom is expected to drive significant demand for data centers, with an estimated $5.2 trillion needed for AI infrastructure investments by 2030 [3][4] - Demand for AI-ready data center capacity is projected to grow at an average rate of 33% annually from 2023 to 2030 [4] - AI's market value is forecasted to range between $1.7 trillion and $3.5 trillion by the early 2030s, with some estimates reaching as high as $7 trillion by 2035 [5] Industry Trends - Major tech companies are increasing their capital expenditures (capex) significantly, indicating sustained investment in AI and data centers [6] - Google has raised its 2025 capex outlook to between $91 billion and $93 billion, while Microsoft plans a 74% increase to $34.9 billion [8] - Meta has nearly doubled its capex to $19.37 billion, and Amazon projects $125 billion in capex for 2025, with further increases anticipated for 2026 [8] Investment Opportunities - Digital Realty Trust, a key player in the data center sector, offers a yield of about 3% and is heavily invested in AI infrastructure [9] - In its latest quarter, Digital Realty Trust reported funds from operations (FFO) of $1.89, exceeding expectations, and revenue of $1.58 billion, reflecting a 10.5% year-over-year increase [10] - The company has raised its guidance for FFO per share to a range of $7.25 to $7.30, and total revenue expectations for the year have been increased to between $6.025 billion and $6.075 billion [10]