AI Data Center Land Grab Lifts REITs and Thematic ETFs

On June 1 the data-center land-grab theme gained fresh attention as the latest analysis reiterated three investment routes into the AI infrastructure boom. Equinix and Digital Realty continue to lead with raised guidance, multi-billion-dollar capex programs and record leasing backlogs, while the Global X DTCR ETF supplies broader exposure that blends REITs and chipmakers. The piece underscores how surging demand for power-ready sites is translating into higher revenue, FFO and interconnection bookings, keeping the sector constructive for income and growth investors through mid-2026.