{"slug":"datacenter-reits","title":"Datacenter REITs & Colocation","tagline":"DLR, EQIX, and the hyperscale developers — capacity absorption, lease economics, and the AI-demand re-rating.","hub_url":"/topic/datacenter-reits","counts":{"companies":6,"business_signals_90d":0,"talent_signals":0},"companies":[{"slug":"compass-datacenters","name":"Compass Datacenters","primary_layer":"L1","description":"Build-to-suit hyperscaler datacenters. Brookfield + Ontario Teachers backed. Single-tenant 50-200 MW campuses; tracked in any \"who is building for hyperscaler X\" question.","profile_url":"/companies/compass-datacenters"},{"slug":"stack-infrastructure","name":"Stack Infrastructure","primary_layer":"L1","description":"DigitalBridge-owned hyperscale builder; APAC + EMEA + Americas footprint. Pre-power-secured land bank the operational moat.","profile_url":"/companies/stack-infrastructure"},{"slug":"aligned-data-centers","name":"Aligned Data Centers","primary_layer":"L1","description":"Liquid-cooled hyperscale build prime. Adiabatic + immersion deployments at scale. Macquarie-backed. Energy-efficiency narrative differentiator vs traditional REIT colo.","profile_url":"/companies/aligned-data-centers"},{"slug":"iron-mountain","name":"Iron Mountain","primary_layer":"L1","description":"Records-management pivot to datacenter REIT. Frankfurt / Virginia / Phoenix datacenter campuses. Hyperscaler-class pipeline disclosed; underweight vs DLR / EQIX but growing fastest.","profile_url":"/companies/iron-mountain"},{"slug":"digital-realty","name":"Digital Realty","primary_layer":"L1","description":"Largest colo REIT by footprint. PlatformDIGITAL fabric ties multi-tenant + hyperscaler power-shell builds. Pre-leased pipeline a tracked watch-point for AI demand visibility.","profile_url":"/companies/digital-realty"},{"slug":"equinix","name":"Equinix","primary_layer":"L1","description":"Interconnection-dense colo prime. xScale joint venture for hyperscale build. Higher revenue-per-MW vs Digital Realty due to interconnect mix.","profile_url":"/companies/equinix"}],"generated_at":"2026-06-13T19:06:01.631Z"}