L1 · Datacenter REITs & Colocation
Datacenter REITs & Colocation — Frequently Asked Questions
DLR, EQIX, and the hyperscale developers — capacity absorption, lease economics, and the AI-demand re-rating.
What is the Datacenter REITs & Colocation topic on aiinframap?
Datacenter REITs & Colocation sits on layer L1 of the AI physical-infrastructure stack. The public REITs and private hyperscale developers that own and lease AI-datacenter capacity: Digital Realty / Equinix lease economics (AFFO, capacity MW absorbed, hyperscaler take-up) and the private developers (Compass, Stack, Aligned) racing to deliver shells. The investor/lease view — distinct from datacenter-buildout's construction-process view. Anchor companies: Digital Realty, Equinix, Iron Mountain, Compass Datacenters, Stack Infrastructure, Aligned Data Centers.
How big is the Datacenter REITs & Colocation market?
Market size estimate is generated by the market module and may not yet be populated for this topic. See /topic/datacenter-reits/market when available.
Who are the top companies in Datacenter REITs & Colocation?
aiinframap currently tracks 6 active companies in this topic. Names include: Compass Datacenters, Stack Infrastructure, Aligned Data Centers, Iron Mountain, Digital Realty. Full list: /topic/datacenter-reits/companies.
How does aiinframap track companies in Datacenter REITs & Colocation?
Companies are tracked through five evidence axes — talent signals (job postings + specialties), business signals (funding / partnerships), product launches, capex disclosures, and customer wins. See /topic/datacenter-reits/companies for the active company set and /topic/datacenter-reits/strategy for the synthesised outlook.
Where is Datacenter REITs & Colocation headed in the next 12 months?
Strategic outlook is generated by the strategy module. See /topic/datacenter-reits/strategy for the current narrative and inflection-point watch list.
How fresh is aiinframap data on Datacenter REITs & Colocation?
Business + talent signals refresh daily via SEC EDGAR / LinkedIn / Greenhouse / Crunchbase collectors. Business modules regenerate weekly. Last-updated timestamps are visible on every public page.
Can I get this data via API?
Yes — JSON endpoints: /api/v1/topics/datacenter-reits (topic-level), /api/v1/companies/<slug> (per-company), /api/v1/tools/<layer>/<slug> (per-tool). All free, no auth required, cacheable.
Where can I get weekly updates on Datacenter REITs & Colocation?
aiinframap Weekly newsletter ships every Friday with topic-specific lead stories, top signals, and hiring radar. Subscribe at /weekly.