Barclays identifies top U.S.-listed data center operators poised to benefit from projected AI infrastructure spending exceeding $1 trillion by 2028.
Amazon’s AWS AI revenue run rate topped $15 billion in Q1, while Microsoft secured a natural‑gas power deal for its AI data centers.
Equinix completed a $1.5 billion senior‑note sale and appointed Olivier Leonetti as CFO; Digital Realty closed a $3.25 billion US hyperscale fund.
Meta, Alphabet, Oracle, Alibaba, Tencent and others received mixed analyst coverage, with new AI product launches and price‑target adjustments.