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Which are the best data center stocks?

AlphaOS investment intelligence · Research and education only — not investment advice · Updated Sep 27, 2026

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The best data center stocks are those that provide critical infrastructure, hardware, and services essential for the rapidly expanding digital economy and artificial intelligence (AI) advancements, including major REITs like Digital Realty Trust and Equinix, and technology giants such as NVIDIA and Broadcom.

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Key Takeaways

  • Data center REITs like Digital Realty Trust (DLR) and Equinix (EQIX) are foundational, owning and operating the physical infrastructure.
  • NVIDIA (NVDA) is a dominant force due to its market-leading GPUs, which are indispensable for AI and high-performance computing in data centers.
  • Broadcom (AVGO) provides essential networking and connectivity solutions, including custom silicon and switching ASICs, crucial for data center operations.
  • Vertiv Holdings (VRT) specializes in critical digital infrastructure and continuity solutions, including power and cooling, which are vital for data center efficiency and reliability.
  • Super Micro Computer (SMCI) is a key provider of high-performance server and storage solutions optimized for AI and enterprise workloads.
  • The growth of cloud computing and AI is a primary driver for increased demand in data center capacity and advanced hardware.
  • Hyperscale data centers, operated by companies like Amazon, Microsoft, and Google, represent a significant portion of data center infrastructure investment.
  • Energy efficiency and sustainable practices are becoming increasingly important considerations for data center operators and investors.

Evidence & Analysis

  • The global data center market size was valued at $215.8 billion in 2021 and is projected to reach $517.17 billion by 2030, growing at a CAGR of 10.2% (Grand View Research).
  • NVIDIA holds an estimated 80% or more market share in the data center GPU market, crucial for AI workloads (TrendForce, Omdia).
  • Hyperscale data center capital expenditure is projected to grow significantly, with major cloud providers continuing to expand their infrastructure (Synergy Research Group).
  • Digital Realty Trust operates over 300 data centers across 28 countries, serving a broad range of enterprise and hyperscale customers.
  • Equinix has over 260 data centers in 71 metros across 33 countries, providing direct connections to major cloud providers and networks.
  • Broadcom's custom silicon and networking ASICs are integral to the high-speed data transfer and processing within modern data centers.

Key Companies

DLR

Digital Realty Trust, Inc.

Major data center REIT, providing colocation and interconnection solutions globally.

EQIX

Equinix, Inc.

World's largest data center REIT, offering extensive global interconnection platforms.

NVDA

NVIDIA Corporation

Dominant provider of GPUs essential for AI and high-performance computing in data centers.

AVGO

Broadcom Inc.

Key supplier of networking, broadband, and storage solutions for data centers.

VRT

Vertiv Holdings Co

Provides critical infrastructure and continuity solutions for data centers, including power and cooling.

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