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Data Center ETF Rises 35% Amid Hyperscaler Boom

11/5/2025

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Summary

Story summary

Global X Data Center & Digital Infrastructure ETF focuses on established REITs that lease data center space to hyperscalers.
Hyperscalers are projected to spend $350 billion in 2025 on infrastructure.
The ETF avoids dilution from software and chip companies to provide direct exposure to physical assets essential for AI deployment.
Having gained 35% year-to-date, the ETF trades at a P/E of 34 with a 0.5% expense ratio.

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Story summary

Global X Data Center & Digital Infrastructure ETF focuses on established REITs that lease data center space to hyperscalers.
Hyperscalers are projected to spend $350 billion in 2025 on infrastructure.
The ETF avoids dilution from software and chip companies to provide direct exposure to physical assets essential for AI deployment.
Having gained 35% year-to-date, the ETF trades at a P/E of 34 with a 0.5% expense ratio.