A surge in AI compute spending is reshaping who owns the digital “real estate” behind the cloud, from hyperscale campuses to GPU-heavy colocation sites. That shift is pulling fresh attention to data centre REITs and colocation operators exposed to the same currents driving neoclouds and AI hosting miners. Read on to see how three stocks from our screener are positioned, and what their AI-linked tenants could mean for your portfolio decisions.
The three AI infrastructure stocks highlighted below are just a sample, as the full screen surfaced another 16 listed data centre and colocation owners with equally compelling stories that are not covered here.
To size up this wider opportunity set, head straight into the Data-Centre REITs and Colocation Operators Leveraging AI Compute Demand screener to analyze tenant mixes, compare balance sheets, and identify which AI compute plays best fit your risk profile.
DigiCo Infrastructure REIT (ASX:DGT)
Overview: DigiCo Infrastructure REIT owns, operates and develops large scale data centres globally, giving investors direct exposure to AI driven compute and colocation demand.
Operations: DigiCo generates A$216.9 million from its diversified data centre platform, with A$158.1 million from Australia and A$47.7 million from the United States.
Market Cap: A$1.12 billion
DigiCo Infrastructure REIT matters in this screener because its campuses and carrier hotels are being built and leased specifically for AI heavy tenants that need dense, power hungry racks, not generic office-style computing.
"The surge in AI, cloud and hyperscale computing demand is feeding into DigiCo’s qualified pipeline of more than 200 megawatts. This can support further contracting at Sydney1 and across Australia, with a direct read through to contracted revenue and future EBITDA."
The real swing factor is how one unresolved funding pressure shapes DigiCo Infrastructure REIT’s ability to turn that contracted capacity into profitable growth.
That funding tension is exactly why you should read the full narrative for DigiCo Infrastructure REIT to see how AI demand, leverage and future equity needs could be pulling in different directions.
Digital Core REIT (SGX:DCRU)
Overview: Digital Core REIT owns and manages hyperscale cloud focused data centres globally, tying rental income directly to long term AI compute demand.
Operations: Digital Core REIT generates about $192 million from commercial data centre assets, mainly from North America at $100 million and EMEA at $76 million.
Market Cap: $570 million
Digital Core REIT gives you pure exposure to hyperscale data centres that support cloud and AI workloads, backed by a sponsor deeply involved in global colocation. The stock offers value style metrics and a data centre focused portfolio. However, future returns depend heavily on how one unseen pressure shapes funding costs and cash generation as AI tenants scale.
That funding trade off is exactly what the 3 key rewards and 4 important warning signs (1 is major!) could clarify, showing where AI driven upside might be masking future balance sheet pressure.
NTT DC REIT (SGX:NTDU)
Overview: NTT DC REIT owns a global portfolio of carrier neutral, Tier III-equivalent data centres that lease capacity to hyperscale and colocation AI tenants.
Operations: NTT DC REIT generates about $155 million from commercial data centres, with roughly $101 million from the U.S., $34 million from Singapore and $30 million from Austria.
Market Cap: $894 million
NTT DC REIT provides pure play exposure to income-producing data centre real estate that is already tied into AI and GPU cloud demand through long dated contracts. This combination of global sites and a 90.7 megawatt design IT load can be important for future cash yields if a single funding and dividend coverage pressure changes how new capacity is financed.
If that funding and coverage question is front of mind, the 4 key rewards and 2 important warning signs (2 are major!) can show where NTT DC REIT’s income profile could accelerate or stall.
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