3 Ways to Play the Data Center Land Grab

Investor interest in the AI space continues to grow, with many focusing on AI infrastructure plays to meet the increasing demand for data centers or on semiconductor stocks building the components necessary for AI platforms to function. One potentially overlooked area that is vital to AI but not directly related to the technology itself is land.

MarketBeat • 3 hours ago

DTCR: Increased Hyperscaler Capital Budgets Set To Deliver Growth Across The Portfolio

The Global X Data Center & Digital Infrastructure ETF provides investors with exposure to the AI theme through investments in data center and tower REITs, semiconductor fabs and developers, and an IT infrastructure aggregator. Increased capital budgets among the hyperscalers signal higher spending towards data center leases and compute capacity, supporting durable growth. Short-term volatility may create appealing buying opportunities for investors seeking to build a position in DTCR.

Seeking Alpha • May 19, 2026

Wall Street Breakfast Podcast: CAT Powers Up Ag Automation

Caterpillar (CAT) reportedly acquires Monarch Tractor, advancing its automation and electrification strategy in construction and industrial machinery. Maine passes a bill imposing a moratorium on large data centers, reflecting growing scrutiny of AI infrastructure's environmental and grid impact.

Seeking Alpha • Apr 15, 2026

Wealth Manager Sheds $5.3 Million Worth of Data Center ETF, According to Latest SEC Filing

Sold 216,719 shares of DTCR; estimated transaction value ~$5.30 million (based on quarterly average price) Position value decreased by $4.34 million at quarter end, reflecting both trading and price movement Transaction represented a 1.2% change in 13F AUM Post-trade, Centurion held 80,137 shares valued at $1.92 million The position now accounts for 0.4% of fund AUM, which places it outside the fund's top five holdings

The Motley Fool • Apr 13, 2026

DTCR: Real Estate Emerges As The New Hot AI Play

The Global X Data Center & Digital Infrastructure ETF earns a reiterated "Buy" rating, driven by strong momentum and compelling valuation. DTCR has outperformed tech and AI ETFs, benefiting from a 31% return since Q3 2025 and robust real estate exposure. The ETF trades at a low 14.4x P/E with a 9.8% long-term earnings growth rate, yielding a solid 1.5x PEG ratio.

Seeking Alpha • Feb 18, 2026

Bull vs. Bear: Are AI ETFs the Best Way to Play the Megatrend?

TMX VettaFi writers Ben Hernandez and DJ Shaw delved into the world of crypto ETFs in the last Bull vs. Bear. In this edition, writers Nick Peters-Golden and Elle Fitzgerald focus on artificial intelligence — specifically, AI ETFs.

ETF Trends • Feb 11, 2026

Hyperscalers Will Spend At Least $625 Billion on AI Infrastructure This Year. How to Invest.

AI hyperscalers continue to ramp up capital expenditure plans for 2026. But the payoff for the huge sums they're spending remains uncertain.

The Motley Fool • Feb 9, 2026

S&P Global Ratings' Paul Gruenwald on AI data center boom

Paul Gruenwald, S&P Global Ratings, joins 'Closing Bell Overtime' to talk investing in the data center buildouts.

CNBC Television • Dec 29, 2025

DTCR: A 'Picks And Shovels' Play For The Digital Economy

The Global X Data Center & Digital Infrastructure ETF offers broad, unconstrained exposure to the booming digital infrastructure sector driven by AI, cloud, and 5G demand. DTCR's strategy targets 'picks and shovels'—data centers, towers, fiber, and hardware—benefiting from high barriers to entry and stable, inflation-linked revenue streams. Sector risks include power consumption scrutiny, interest rate sensitivity for REITs, and rapid technology shifts, but DTCR's diversification provides some defensive positioning.

Seeking Alpha • Dec 6, 2025

DTCR: The Future Of Data Centers You Need To Know

DTCR is an ETF with a 0.50% expense ratio that replicates the Solactive Data Center REITs and Digital Infrastructure Index. It results in a hybrid ETF that manages to integrate the IT segment with that of REITs. Today it still seems to trade at a premium on both segments, even if it seems to be justified by expectations.

Seeking Alpha • Dec 4, 2025