RJ Hamster
AI Needs Data Centers – Here Are 3 Ways…
 You are receiving this email because you are subscribed to Behind the Markets. If you no longer wish to receive these emails, please unsubscribe here.Prefer to view this content on our website? Click here.Dear Fellow Investor,Three Hot REITs for the AI Data Center BoomArtificial intelligence isn’t just a software story anymore. It’s becoming an infrastructure story — and fast.Every time you ask a chatbot a question, generate an image, or have an AI tool summarize a report, that work happens inside a data center. And AI workloads are dramatically more compute-intensive than traditional cloud tasks. That single shift is creating one of the biggest real-estate buildouts we’ve seen in decades.Right now, the U.S. has roughly 3,000 data centers already in operation. But that footprint is nowhere near enough for what’s coming. McKinsey estimates that by 2030, data centers built or upgraded specifically for AI will require about $5.2 trillion in global capital expenditures. Add traditional IT expansion, and the total data-center investment need approaches $6.7–$7 trillion by decade’s end. Even more eye-catching is the growth rate implied by that spending. McKinsey’s work suggests AI-ready data-center capacity could rise around 33% per year through 2030 — a pace that reflects a boom already underway.AI demand isn’t slowing — it’s acceleratingWe also have to consider the demand side, which remains relentless.Forecasts now place AI’s value between $1.7 trillion and $3.5 trillionby the early 2030s, with more aggressive scenarios reaching $7 trillion by 2035. Whether you take the conservative number or the optimistic one, all roads point to a world that needs vastly more compute and storage than today. Big Tech is confirming that reality with its checkbook.Recent capex plans make one thing clear: the hyperscalers expect AI workloads to keep surging, and they’re building for it now.Google/Alphabet has raised its 2025 capex outlook to about $91–$93 billion, largely for AI servers, data centers, and networking. Microsoft boosted capex to roughly $34.9 billion last quarter, up about 74% year over year, to expand Azure and AI data-center capacity. Meta now expects $70–$72 billion in 2025 capex, emphasizing AI data centers and compute infrastructure. Amazon is also in heavy build mode, with guidance and analyst estimates pointing to well over $100 billion of 2025 capex tied significantly to AWS and AI infrastructure. For investors, these numbers are impossible to ignore. And UBS analysts expect global AI capex to climb to $571 billion in 2026, with a potential runway to $3 trillion by 2030. Small Caps DailyA Small AI Healthcare Innovator Making a Massive Global Leap: Healthcare Triangle (NASDAQ: HCTI) Moves to Acquire Teyame.AI and Transform Patient Engagement Worldwide! Healthcare Triangle, Inc. (NASDAQ: HCTI) is seizing one of the biggest growth opportunities in modern medicine as it pushes aggressively into the multi-trillion-dollar digital health and generative AI markets. The company has signed a non-binding LOI to acquire Teyame.AI — a European leader in AI-powered omnichannel engagement expected to generate $34 million in revenue and $4.2 million in EBITDA next year alone. By merging Teyame’s multilingual customer automation platform with HCTI’s clinical data and hospital intelligence systems, the acquisition could unlock unprecedented personalization in patient care and dramatically expand HCTI’s international footprint across Europe, Latin America, the Middle East, and Asia-Pacific. Layered with HCTI’s QuantumNexis AI platform — including the Ziloy mental health system and Ezovion clinical software — this move signals the company’s evolution from IT solutions provider to a truly global digital health technology innovator. Strengthened by a $15.2 million institutional financing partnership and proven deployments across 325 hospitals worldwide, HCTI is positioned to capitalize on explosive growth in generative AI in healthcare — a market projected to soar to nearly $40 billion by 2034. As demand rises for smarter automation, clinical efficiency, and real-time engagement intelligence, HCTI stands directly in the center of the biggest digital transformation wave the healthcare system has ever seen. Discover how HCTI is aiming to become a global leader in AI-powered healthcare transformation — before Wall Street catches upWhy REITs matter hereWhen compute demand explodes, data-center real estate becomes a toll road. The companies that own, operate, and lease these facilities can benefit from:Long-term contracts with high-quality tenants (often hyperscalers).Pricing power as capacity tightens.Built-in growth as customers expand footprints.Dividend income along the way.With that backdrop, here are three interesting ways to invest in the AI data-center boom while earning yield.Company: Digital Realty Trust (SYM: DLR)Digital Realty is one of the largest dedicated data-center REITs on Earth. It operates hundreds of facilities across North America, Europe, Asia, and Latin America, and it’s deeply embedded with the very customers fueling AI growth. In plain English: when hyperscalers need more space, more power, and more interconnection capacity, Digital Realty is already sitting in the middle of the deal flow.Financially, the company continues to show strong momentum. In its latest reporting, Digital Realty posted core FFO per share around $1.84–$1.89, with revenue growth driven by new bookings and expanding AI-oriented deployments. Management also raised full-year FFO guidance again, reflecting confidence that demand remains robust into 2026. Why that matters: FFO growth is the engine behind dividend growth. And DLR’s dividend yield (around the low-to-mid 3% range recently) gives investors a real cash return while they wait for the AI buildout to compound. Bottom line: Digital Realty offers direct, high-quality exposure to the AI infrastructure boom, with scale, global reach, and a dividend.Banyan HillOn December 18th, a powerful new law signed by President Trump will trigger a radical shift in America’s money system… When a small group of private companies — not the Fed — will perform a major mint of a new kind of money.And those who act before this new system fully kicks in could see gains as high as 40X by 2032.But those who fail to prepare will be blindsided by this sea change to the U.S. dollar.Go here now for the details — before the December 18th mint hits the market.Company: Iron Mountain (SYM: IRM)Most investors still think of Iron Mountain as “that document storage company.” But over the last several years, IRM has quietly built a fast-growing data-center business — and AI has poured gasoline on it.Iron Mountain’s latest quarter showed record revenue (about $1.8B, up ~12% year over year) and strong cash-flow growth. But the standout detail was data centers: IRM reported roughly 33% growthin its data-center revenue line, and reiterated expectations for 25%+ growth in 2026. That’s not a side hustle anymore. It’s becoming a core driver.Iron Mountain also raised its dividend recently, supported by rising adjusted funds from operations (AFFO). With a yield in the neighborhood of 4%, IRM sits on the higher-income end of the data-center theme.Why IRM is interesting here is the “two-engine” model: you get a mature, cash-generating storage business plus a high-growth AI data-center platform. If AI demand stays hot — and the hyperscalers are clearly signaling it will — IRM’s growth engine could keep surprising to the upside.Bottom line: Iron Mountain blends AI data-center growth with an above-market dividend yield.ETF: Pacer Data & Infrastructure Real Estate ETF (SYM: SRVR)If you don’t want to pick single names, SRVR is a clean “basket” way to play the trend.The ETF targets companies that generate a meaningful share of revenues from real estate tied to data, digital infrastructure, and communications. Holdings include many of the biggest beneficiaries of AI-driven compute demand, such as Digital Realty, Equinix, Iron Mountain, American Tower, and Crown Castle. SRVR charges an expense ratio around 0.49% and offers a yield in the low-to-mid 2% range, depending on market price and distribution timing. You’re not getting the same “pure play” punch of owning one standout REIT, but you are getting diversification across the ecosystem: data centers, towers, fiber, and related digital real estate. That can be especially useful in a theme that’s growing quickly but still subject to interest-rate moves and periodic valuation swings.Bottom line: SRVR provides diversified exposure to AI-fueled digital infrastructure with a steady distribution.Crypto 101Crypto’s Elite Speak Out The whispers in crypto’s inner circles are getting louder.Something massive is brewing in the market, with Bitcoin shattering records and Trump’s pro-crypto agenda accelerating adoption…Something that could make the 2021 bull run look like a warmup.That’s why 27 of crypto’s most successful insiders are breaking their silence in an unprecedented emergency summit.We’re talking about the architects of Solana and THORChain. The co-creator of Tether. Fund managers who’ve generated billions. Traders who have called virtually every major move of the last decade.For the first time ever, they’re pulling back the curtain on where they’re putting their own money right now. Which coins they believe could explode. What moves they’re making before the masses catch on.This is the kind of intelligence that usually stays behind closed doors.But for a very limited time, you can claim your spot for FREE.Claim your free ticket for the “Crypto Community Summit 2025” (available for a limited time).Are there any other Real Estate stocks you’re buying right now? What other sectors of the market are you currently interested in? Hit “reply” to this email and let us know your thoughts!  Our mailing address is: Behind the Markets, LLC 4260 NW 1st Avenue, Suite 55 Boca Raton, FL 33431 Copyright © 2024 Behind the Markets, LLC, All rights reserved. You’re receiving this email as part of your subscription to Behind the Markets. For more information about our privacy practices, please review our Privacy Policy or our Legal Notices. We are issuing this disclosure in compliance with Section 17(b) of the Securities Act, which requires us to disclose any compensation received or expected to be received in cash or in kind in connection with the purchase or sale of any security.We would like to inform you that we have received or expect to receive compensation in connection with the purchase or sale of the securities of Healthcare Triangle (NASDAQ: HCTI). The compensation consists of up to $6,500 and was received/will be received from Interactive Offers.This communication should not be considered as an endorsement of the securities of adviser Healthcare Triangle (NASDAQ: HCTI) and we are not responsible for any errors or omissions in any information provided about the securities of Healthcare Triangle (NASDAQ: HCTI) by Healthcare Triangle or Interactive Offers.We encourage you to conduct your own due diligence and research before making any investment decisions. You should also consult with a financial advisor before making any investment decisions.This disclosure is made as of 12/09/2025. Behind the Markets Unsubscribe |
