Investing in AI Data Centers Could Be a No-Brainer Move. This ETF Can Help You Profit From That.
Investment Opportunity in AI Infrastructure: The Global X Data Center & Digital Infrastructure ETF (NASDAQ: DTCR) offers a way to invest in the growing demand for AI-related infrastructure, focusing on data centers and digital services, which are projected to see significant growth in the coming years.
Performance and Risk Considerations: This ETF has outperformed major indices with a 22% return over the past year and provides diversification and a decent dividend yield, making it a potentially safer investment compared to high-risk AI stocks.
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New AI Data Center in Wyoming: A massive artificial intelligence data center campus is planned near Cheyenne, Wyoming, with an initial capacity of 1.8 gigawatts, potentially scaling up to 10 gigawatts, which could power more homes than the entire state consumes.
Energy and Environmental Impact: The facility will utilize a mix of natural gas and renewable energy sources, while also being strategically located near a CO₂ sequestration hub for long-term carbon capture solutions.

Investment Opportunity in AI Infrastructure: The Global X Data Center & Digital Infrastructure ETF (NASDAQ: DTCR) offers a way to invest in the growing demand for AI-related infrastructure, focusing on data centers and digital services, which are projected to see significant growth in the coming years.
Performance and Risk Considerations: This ETF has outperformed major indices with a 22% return over the past year and provides diversification and a decent dividend yield, making it a potentially safer investment compared to high-risk AI stocks.

Current Trends in ETFs: Arelis Agosto from Global X ETFs highlighted that the main themes in exchange-traded funds are focused on artificial intelligence and infrastructure, with high demand for data centers and bipartisan support for U.S. infrastructure funding.
Future Outlook: Agosto emphasized that while artificial intelligence is currently mature, other themes like genomics and humanoids are still emerging, suggesting that ongoing trends will influence future developments in these areas.

Fourth Quarter Results: GDS Holdings Limited reported a 9.1% year-over-year increase in net revenue to CNY2.69 billion, but the USD equivalent of $368.6 million fell short of expectations. The company also experienced a loss per ADS of CNY22.51, compared to a loss of CNY17.30 in the previous year.
Future Outlook: For FY25, GDS anticipates total revenues between CNY11.29 billion and CNY11.59 billion, with adjusted EBITDA projected at CNY5.19 billion to CNY5.39 billion, alongside a capital expenditure forecast of CNY4.3 billion.
Crown Castle's Fiber Segment Sale: Crown Castle Inc. announced a deal to sell its Fiber segment for $8.5 billion, with EQT Corporation acquiring the small cells business and DigitalBridge Group taking over the fiber solutions division. The proceeds will be used to repay debt and fund a $3.0 billion share repurchase program.
Quarterly Results and Future Outlook: In its fourth quarter, Crown Castle reported FFO of $1.80 and sales of $1.65 billion, slightly missing and exceeding estimates respectively. The company expects to reduce its annualized dividend starting in FY25 and anticipates organic growth in towers as demand for 5G networks increases.

Q4 Performance of U.S. Equity REITs: Over 60% of U.S. equity REITs reported year-over-year increases in their Q4 funds from operations, with aggregate FFO rising 11.35% to $20.87 billion and net operating income increasing by 5.46% to $29.77 billion. Healthcare REITs led the earnings season, showing strong performance in senior housing.
Dividend Trends: Equity REITs slightly raised their average dividend payouts to $0.48 per share in Q4, up from $0.47 the previous year, with notable increases announced by several companies including CubeSmart and W. P. Carey.






