FEATURED — FULL NOTE
Equinix / Digital RealtyEQIX / DLR
LAYER: DATA CENTERS & AI-NATIVE COMPUTE · PUBLIC
The colocation REIT incumbents retrofitting for AI density.
2026
SAME LAYER: DATA CENTERS & AI-NATIVE COMPUTE
CoreWeaveCrusoeNebiusHut 8Vantage (private)QTS/Blackstone (private)Switch (private)Aligned (private)EdgeConneX (private)Applied Digital
INFORMATIONAL ONLY — not investment advice. Full disclaimer.