The U.S. data center colocation market is projected to grow from $43.71 billion in 2025 to $85.18 billion by 2031 at an 11.76% CAGR, driven by AI adoption, cloud computing, hyperscale expansion, and renewable energy initiatives. The Southeastern U.S. leads investment with over $15 billion in 2025, followed by the Southwest. Major operators are deploying liquid-cooling technologies and high-density infrastructure to support GPU-intensive AI workloads.

Digital Realty has been selected as an operator under Singapore's second Data Center Call for Application (DC-CFA2) to develop a 50MW data center facility on Jurong Island. The new facility will support AI inference, high-performance computing, and enterprise workloads while meeting strict energy efficiency standards with over 50% of power sourced from renewable energy. This expansion strengthens Digital Realty's position in Asia-Pacific and builds on its existing operations in Singapore since 2010.

Digital Realty has been selected under Singapore's Data Center Call for Application (DC-CFA2) to develop a new 50 MW data center facility on Jurong Island. The facility will support AI inference, high-performance computing, and enterprise digital workloads with over 50% renewable energy. This marks Digital Realty's fourth data center in Singapore and strengthens the city-state's position as a regional digital infrastructure hub.

Digital Realty has been selected to develop a 50 megawatt data center in Singapore's Jurong Island as part of the government's second Data Center Call for Application. The new facility will be powered by over 50% green energy and will support AI inference, HPC, and enterprise workloads across the Asia-Pacific region. This marks Digital Realty's fourth data center in Singapore and strengthens the city-state's position as a regional digital hub.

Digital Realty has been selected under Singapore's DC-CFA2 program to develop a new 50MW AI-ready data center on Jurong Island. The facility will be powered by over 50% green energy and will expand the company's Singapore operations, which currently include three data centers with 84MW capacity. This selection reinforces Singapore's position as a regional digital infrastructure hub for AI and enterprise workloads.

Digital Realty reaffirmed its commitment to responsible data center growth in Texas, pledging to work with elected officials, regulators, utilities, and local communities. The company supports efforts to maintain grid reliability, protect consumers, and promote responsible resource management as AI and cloud computing demand accelerates in the state.

Despite retail investors withdrawing 10% of capital from Blackstone's BCRED private credit fund in Q2 (exceeding the 5% redemption cap), the company reported strong financial results with distributable earnings up 26% to $2 billion. The article argues that AI investments, not private credit concerns, are the real driver of Blackstone's growth, with nine of its ten best-performing assets having AI exposure. The company raised $70 billion in total inflows and continues expanding its data center platform through partnerships with Google.

New Berkshire Hathaway CEO Greg Abel is likely to deploy the company's $397 billion cash pile through increased stock buybacks, selective tech investments (particularly AI-related opportunities), and capital investments in Berkshire Hathaway Energy to capitalize on growing AI data center demand.

Real estate investment trusts (REITs) rebounded strongly in June and are up 9.5% in 2026, outperforming the broader market. After years of underperformance due to post-pandemic trends and elevated interest rates, REITs are benefiting from workers returning to offices and malls, data center growth driven by AI, and moderating interest rates. Key performing categories include lodging REITs (up 43%), data center REITs (up 33%), and healthcare REITs (up 20%), while only gaming and telecommunications REITs are down for the year.

Realty Income (O), a REIT specializing in brick-and-mortar retail properties, is presented as a long-term dividend investment opportunity. Despite retail sector challenges, the company maintains 98%+ occupancy rates with strong tenants like Walmart and Home Depot, has paid monthly dividends since 1969 with quarterly increases since 1998, and is exploring new markets including AI data center infrastructure.

Europe's data center construction market is expected to grow from $16.99 billion in 2025 to $58.74 billion by 2031, driven by liquid cooling adoption for AI workloads, digitalization, cloud expansion, and government support. Hyperscale data centers lead investments, with Western Europe and the Nordics dominating due to renewable energy availability and strategic locations.

Digital Realty announced the pricing of an underwritten public offering of 12.3 million shares by Blackstone affiliates at $185 per share. The offering is contingent on Digital Realty's acquisition of Blackstone's interests in two Northern Virginia data center joint ventures (Digital Carver Dulles 9 and Digital Carver Brickyard), expected to close on June 30, 2026. Digital Realty will not receive proceeds from the secondary offering.