Data Center Dollars

Data Center Dollars

Share this post

Data Center Dollars
Data Center Dollars
The Data Center Revolution

The Data Center Revolution

Premium Analysis for Paid Subscribers

Data Center Dollars's avatar
Data Center Dollars
Jun 28, 2025
∙ Paid

Share this post

Data Center Dollars
Data Center Dollars
The Data Center Revolution
Share

Exclusive Deep Dive - June 28, 2025

The data center sector stands at an unprecedented inflection point, with AI-driven demand creating both explosive growth opportunities and significant infrastructure challenges 123. Our comprehensive analysis reveals a complex investment landscape where record-breaking M&A activity, soaring power consumption, and mixed stock performance signal both tremendous potential and emerging risks for sophisticated investors 456.

Executive Summary: A Sector in Transformation

Vertiv Holdings (VRT) emerged as the standout performer with +7.25% gains during June 20-27, 2025, while Equinix (EQIX) surprised markets with an -11.04% decline despite strong fundamentals 78. Digital Realty Trust (DLR) posted a modest -2.40% decline, reflecting broader sector volatility amid elevated valuations 910.

Keep reading with a 7-day free trial

Subscribe to Data Center Dollars to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Data Center Dollars
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share