Thematic Pro

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The Wall Street Journal

Higher rates raise REITs cost of capital and can slow new builds.

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What this article backs

• Ai Compute Demand ↑ Data Center Leasing
• Data Center Leasing ↑ Equinix
• High Interest Rates ↓ Data Center Leasing

• Ai Compute Demand increases Data Center Leasing.
• Data Center Leasing increases Equinix.
• High Interest Rates decreases Data Center Leasing.

In its own words

Higher rates raise REITs cost of capital and can slow new builds.

AI tenants pushed data-center leasing to an all-time high.

Equinix reported record bookings from AI deployments.

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