{"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":13,"business_signals_90d":36,"talent_signals":112,"jobseeker_profiles":0,"fit_scores":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":"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"},{"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":"digital-realty-trust","name":"Digital Realty Trust","primary_layer":"L1","description":"Global leader in data center REITs with 300+ facilities, serving hyperscale and enterprise customers across all major regions.","profile_url":"/companies/digital-realty-trust"},{"slug":"coresite","name":"CoreSite","primary_layer":"L1","description":"Major U.S. colocation operator, acquired by Equinix in 2021 and folded into its global platform.","profile_url":"/companies/coresite"},{"slug":"cyrusone","name":"CyrusOne","primary_layer":"L1","description":"Colocation and interconnection specialist, now part of Digital Realty Trust after 2021 acquisition.","profile_url":"/companies/cyrusone"},{"slug":"aligned","name":"Aligned","primary_layer":"L1","description":"Hyperscale-tier colocation operator with 548 MW capacity, focused on AI-ready data centers.","profile_url":"/companies/aligned"},{"slug":"qts","name":"QTS","primary_layer":"L1","description":"Colocation and hyperscaler campus builder, taken private by Blackstone.","profile_url":"/companies/qts"},{"slug":"vantage-data-centers","name":"Vantage Data Centers","primary_layer":"L1","description":"Global colocation operator with 314 MW capacity, serving hyperscalers and enterprises across Europe and North America.","profile_url":"/companies/vantage-data-centers"},{"slug":"switch","name":"Switch","primary_layer":"L1","description":"High-performance colocation data center operator with a mixed real estate/tech model.","profile_url":"/companies/switch"}],"generated_at":"2026-07-28T20:39:53.222Z","personas":[]}