The Data Center Revolution

Premium Analysis for Paid Subscribers

Jun 28, 2025

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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 1 2 3. 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 4 5 6.

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 7 8. Digital Realty Trust (DLR) posted a modest -2.40% decline, reflecting broader sector volatility amid elevated valuations 9 10.

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