In the AI Gold Rush, DigitalBridge sells the pickaxes... and the land they are used on. As models grow larger, the physical constraints of power, cooling, and space become the bottleneck. DBRG owns the bottleneck.
Key Assets
- Vantage Data Centers: A leading hyperscale data center provider.
- Vertical Bridge: The largest private owner of communications towers in the US.
- ExteNet Systems: Fiber and small cell infrastructure for dense urban 5G.
The Pivot
Under CEO Marc Ganzi, the company aggressively shed its legacy "hotel and office" REIT roots to become a pure-play Digital REIT. This transition is now complete, positioning them as the only pure-play vehicle for "Physical AI" investing.