Group 1: Industry Overview - Data center stocks are gaining attention from investors due to the increasing demand for computing power, cloud infrastructure, and digital connectivity driven by artificial intelligence [1] - DigitalBridge is positioned as a unique player in the digital infrastructure space, focusing on data centers, cell towers, fiber networks, small-cell networks, and edge-computing platforms [3] Group 2: Company Specifics - DigitalBridge is set to be acquired by SoftBank in a $4 billion all-cash deal, highlighting SoftBank's aggressive strategy in AI infrastructure [2] - The market capitalization of DigitalBridge is approximately $2.8 billion, with its stock up 36% year to date, driven by enthusiasm for AI-driven data center infrastructure [4] - DigitalBridge's stock trades at around 250 times trailing earnings, significantly higher than the asset-management industry median of about nine times, indicating a growth-focused investment rather than a stable asset manager [5] - The company offers a modest annual dividend of $0.04 per share, resulting in a forward yield of approximately 0.27%, with a low payout ratio of about 10.8%, suggesting a focus on reinvestment and growth over dividends [6]