
Data Center REITs Tap Debt as AI Load Forecasts Climb — August 03, 2026
transcript
show notes
Equinix is seeking $3 billion in investment-grade debt as Digital Realty’s bookings tilt toward higher-priced smaller leases and NextEra lifts FPL’s large-load forecast to 8 GW, underscoring how AI demand is reshaping capital markets, rent mix and grid planning.
In this episode
- Equinix seeks to raise $3B from US investment-grade bond sale — Crypto Briefing
Equinix seeks to raise $3B from US investment-grade bond sale SEARCH Searching... Photo: www.mandurphy.net / baxtel.com # Equinix seeks to raise $3B from US investment-grade bond sale The data center giant is tapping debt markets to fund AI infrastructure expansion across its global network of facilities. Share Share on X Share on LinkedIn Share on Facebook Add us on Google Jul. 31,…
- Equinix Q2 Earnings Call Highlights - Watch List News — Watch List News
Equinix Q2 Earnings Call Highlights - Watch List News # Equinix Q2 Earnings Call Highlights Posted by Hanz Christensen on Jul 31st, 2026 Share on Twitter Share on Facebook Share on LinkedIn Share on Stocktwits Equinix (NASDAQ:EQIX) raised its full-year and long-term outlook after reporting accelerating recurring-revenue growth, record interconnection additions and strong bookings in the…
- Digital Realty Trust (NYSE:DLR) stock: Higher rent-per-kilowatt as smaller leases take hold — TechStock²
Digital Realty Trust (NYSE:DLR) stock: Higher rent-per-kilowatt as smaller leases take hold Dark Light Today: 2 August 2026 Real-Time Market Intelligence 2 August 2026 Data Centers· NYSE:DLR· Real Estate· Stock Market # Digital Realty Trust (NYSE:DLR) stock: Higher rent-per-kilowatt as smaller leases take hold View author profile by Iwona Majkowska NEW YORK, August 2, 2026, 12:06 p.m.…
- NextEra Just Raised Its Large-Load Forecast to 8 Gigawatts. Here's Why That Matters. | The Motley Fool — The Motley Fool
NextEra Just Raised Its Large-Load Forecast to 8 Gigawatts. Here's Why That Matters. | The Motley Fool Electric utilities don't typically raise long-term demand forecasts by one-third unless something meaningful has changed. Yet that's exactly what NextEra Energy (NEE -0.36%) did earlier this year when it increased its forecast for large-load demand at Florida Power & Light (FPL) from 6…
- Step Back — With Stargate adding five U.S. sites and a Norway project, how can investors and grid planners separate headline compute capacity from megawatts that are actually financeable and energizable—particularly through interconnection status, power contracts, equipment commitments, and take-or-pay obligations?
Background sources
- Wiring Capital to Compute — Daniel Painter
- What the Michigan Stargate site says about today’s AI market | Latitude Media — Scott Clavenna
- 12 Gigawatts Were Announced. 4 Are Being Built. — Justin Hearn
- OpenAI Stopped Waiting for the Texas Grid. It's Building Three of Its Own. — Yair Titelboim
- Stargate Update: AI’s Biggest Data Center Buildout Meets Reality — Datacenterknowledge
- The Stargate AI Infrastructure Project, Explained | Universal Asset Owners — Universal Asset Owners
Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com.
- Equinix seeks to raise $3B from US investment-grade bond salecryptobriefing.com
- Equinix Q2 Earnings Call Highlights - Watch List Newswatchlistnews.com
- Digital Realty Trust (NYSE:DLR) stock: Higher rent-per-kilowatt as smaller leases take holdts2.tech
- NextEra Just Raised Its Large-Load Forecast to 8 Gigawatts. Here's Why That Matters. | The Motley Foolfool.com