Data Center REITs Surge 36% on AI Demand

While the real estate sector overall gained 13%, data center real estate investment trusts (REITs) serving artificial intelligence infrastructure recorded a 36% increase during this period. The rise is attributed to growing demand from technology companies for data center capacity to support cloud computing and AI workloads. Industry analysts note that the high processing power required for training and running AI models is rapidly increasing the need for data center infrastructure. This is positively impacting the revenues and profitability of REITs, particularly those with large-scale data centers. Market observers expect AI investments to continue unabated in the coming years, predicting that data center REITs will be among the sectors benefiting most from this growth. However, factors such as energy costs and regulatory risks could affect the sector's future performance. This is not investment advice.

📊 AMT — Piyasa Yorumu

▲ up · 65%

AMT continues its upward trend as growing interest in data center REITs is fueled by AI demand. Technical indicators show that while the RSI is approaching overbought territory at 64.7, the MACD remains above its signal line and the stock is trading above its 20- and 50-day moving averages, supporting short-term momentum. However, the 2.1% gain in the last 24 hours and elevated RSI could trigger some profit-taking in the near term. Overall, the news flow and technical structure maintain upside potential in the short term, though caution is warranted due to overbought signals.

RSI 14

64.7

MACD

0.78

24h Δ

2.10%

📊 EQIX — Piyasa Yorumu

▲ up · 65%

EQIX is supported by positive AI-themed news for data center REITs. Technical indicators point to a strong uptrend: the RSI at 67.6 is approaching overbought territory but maintains momentum, while the MACD is above the signal line and positive. The price is trading above both the 20-day (1034) and 50-day (1021) moving averages. However, in the short term, the RSI entering overbought territory and the 2.7% rise in the last 24 hours may trigger some profit-taking. Although the overall uptrend continues, caution is warranted.

RSI 14

67.6

MACD

6.70

24h Δ

2.69%

📊 DLR — Piyasa Yorumu

▲ up · 65%

The news headline points to a strong AI-driven surge in demand for data center REITs, which serves as a positive catalyst for DLR. Technical indicators also support this optimism: the RSI is in the buying zone at 62, the MACD is above the signal line, and the price is trading above both the 20-day and 50-day moving averages. The recent close with a 2.9% gain indicates continued momentum. However, I am not highly confident due to the RSI approaching overbought territory and the possibility of a short-term correction. Overall, the uptrend is expected to be maintained in the near term.

RSI 14

62.2

MACD

1.04

24h Δ

2.91%

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