Research, Video, Fundamental

Data Center REITs: A Differentiated Play on AI

Michael Elliott, CFA, Equity Analyst
16 January 2024


The release of ChatGPT in late 2022 pushed the markets into an AI craze, as investors scrambled to find winners in the new AI arms race. Data Center REITs are poised to be one of these long-term beneficiaries, in our view, as they are a foundational piece of AI infrastructure and critical to AI model training and deployment. In this recording, CFRA Equity Analyst Michael Elliott discusses the why AI is a demand driver for data center REITs, the different types of data centers investors should expect to encounter, key trends within the sub-industry, and implications for the leading public data center REITs.

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