Nvidia makes the little brains for the new robots. Wall Street, predictably, is throwing money at them. It’s a beautiful, tragic cycle. They think this time it’s different. So it goes.
What They Do
Digital Realty owns buildings. Big ones. Filled with humming, blinking computers. It’s not glamorous. It’s just…space. They lease it out. A remarkably simple business, when you think about it. Which, of course, almost nobody does.
These computers, you see, need somewhere to be. Artificial intelligence isn’t magic. It’s calculations. Lots and lots of calculations. And calculations require electricity and cooling. And that requires buildings. It’s a chain of dependency. A rather sad one, really.
More Than You Think
Nvidia’s stock is up. Way up. People are convinced they’ve found the future. Digital Realty is up too, but not nearly as much. They’re just the landlords. The quiet ones. It’s always the quiet ones, isn’t it?
The thing is, AI will always need a place to exist. Always. Every new customer means more money for Digital Realty. A steady drip, drip, drip of income. A 2.7% yield. Not exciting, but reliable. Like a slightly disappointed uncle.
And here’s the kicker. All these bright young companies building their own data centers? They’ll get tired. It’s a lot of work, maintaining all that hardware. They’ll decide it’s not worth it. They’ll sell to someone like Digital Realty. It’s happened before. It will happen again. The universe has a way of simplifying things. Even if it takes a few decades.
Digital Realty’s stock isn’t exactly cheap. There’s some of the AI frenzy baked in. But it’s a little more…reasonable. For investors who prefer to avoid the really spectacular collapses. Which, let’s be honest, are inevitable.
It’s not a thrilling story. It’s just a story about buildings and computers. And the slow, relentless march of capital. So it goes.
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2026-02-22 10:14