BMO Capital Markets identifies favorable data center stocks amid development risks
EQIX Equinix Inc
$1012.71 +1.54%
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- 1BMO Capital Markets stated that while recent major election results have increased risks of development delays and potential moratoriums, vacancy rates below 1% and strong AI demand will support pricing for existing operators.
- 2Digital Realty Trust (DLR) shares at $180.25 hold nearly 1.5GW of capacity under construction and approximately 8.4GW of land and shell capacity.
- 3Equinix (EQIX) is trading at $1,014.40 and limits single-project risk through 48 projects across 20 countries.
So what's the key point?
Election results may create difficulties for building data centers, but demand for artificial intelligence remains strong. Digital Realty Trust and Equinix are preparing for this through extensive land holdings or multiple projects.
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