---
title: "The landlords of the AI boom are up 35% this year and their pricing power keeps climbing"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296003444.md"
description: "The Global X Data Center & Digital Infrastructure ETF (DTCR), heavily weighted in data center REITs like Equinix and Digital Realty, has surged 38% year-to-date driven by strong AI demand and pricing power. However, the fund faces significant macro risk from the 10-year Treasury yield; a spike above 5% could compress valuations despite robust leasing momentum. Investors are advised to monitor Equinix's booking trends for pricing strength and the 10-year yield for discount rate impacts."
datetime: "2026-08-15T14:40:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296003444.md)
  - [en](https://longbridge.com/en/news/296003444.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296003444.md)
generator: "portal-rs"
---

# The landlords of the AI boom are up 35% this year and their pricing power keeps climbing

Quick ReadDTCR has climbed 38% year to date, driven by Equinix and Digital Realty, which together make up 40% of the $2.14 billion fund.The 10-year Treasury yield topping 5% would compress DTCR's REIT multiples even if AI leasing stays hot, just as it did in 2022.Equinix CEO Adaire Fox-Martin called Q2 2026's guidance raise the largest in company h...

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**