How to Invest in Data Centers: The Physical Home of the AI Boom If you have read our previous post on the AI investment stack , you know that AI runs on six layers — from chip fabrication all the way up to energy infrastructure. But there is a physical layer that holds everything together that we have not covered in depth yet: the data center. Every GPU cluster, every AI model, every cloud application lives inside a data center building. Before a single inference is run or a training job is completed, someone has to build the facility, run the power, maintain the cooling, and lease the space. That physical infrastructure is a multi-decade investment opportunity — and one most average investors overlook entirely. The opportunity in one number: The US data center colocation market is projected to grow from $46.84 billion in 2026 to $72.37 billion by 2030 — a 16.5% annual growth rate driven almost entirely by AI demand. What Is a Data Center — and Why Does AI Need So...