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5 Best Data Center Stocks to Invest In According to Billionaires

In this article, we will list the 5 Best Data Center Stocks to Invest In According to Billionaires. Please visit 10 Best Data Center Stocks to Invest In According to Billionaires if you would like to see the extended list and the methodology behind it.

 5. Digital Realty Trust Inc (NYSE:DLR)

Billionaires’ Stake: $741.8 Million

Number of Hedge Fund Holders: 46

Number of Billionaire Holders: 19

Stock Upside Potential: 16.39%

Digital Realty Trust Inc (NYSE:DLR) is one of the best data center stocks to invest in according to billionaires. Digital Realty shares are up roughly 20% year-to-date, and analysts see the stock still has room for upside.

Digital Realty Trust Inc (NYSE:DLR) has partnered with ePlus on a private AI infrastructure solution. ePlus is a managed services provider across the technology spectrum. According to a May 26 press release, ePlus will provide managed services for private AI infrastructure on Digital Realty’s global data center platform.

SFIO CRACHO/Shutterstock.com

This arrangement is designed to make AI more accessible across industries. The solution is aimed at enterprises that seek reliable support for AI workloads, faster time to value, and predictable cost models.

This partnership comes as Digital Realty continues to expand its capacity to address the accelerating data center demand. Digital Realty CEO Andy Power has said they are rapidly advancing hyperscale AI-capacity and broadening their capital base to extend the company’s growth runway.

On May 14, Truist Securities raised its price target on Digital Realty shares to $208 from $207 while keeping a Buy rating on the stock. For this call, the firm noted that Digital Realty is well-positioned to benefit from AI demand.

Digital Realty Trust Inc (NYSE:DLR) is a real estate investment trust that owns and operates data centers across the world. It offers colocation and interconnectivity services. The company’s infrastructure powers the internet, cloud computing, and AI systems.

4. Core Scientific Inc (NASDAQ:CORZ)

Billionaires’ Stake: $1.14 Billion

Number of Hedge Fund Holders: 81

Number of Billionaire Holders: 25

Stock Upside Potential: 5.34%

Core Scientific Inc (NASDAQ:CORZ) is one of the best data center stocks to invest in according to billionaires. Core Scientific shares are up around 34% over the past month, have gained more than 77% year-to-date, and have soared 126% over the past year. Analysts continue to see upside potential in the stock.

On May 26, Core Scientific Inc (NASDAQ:CORZ) announced the appointment of Steve Smith to its board of directors. The company added that Smith would also serve on its nominating and corporate governance committee.

According to Core Scientific, Smith brings over 35 years of experience in the data center and digital infrastructure. Smith is currently the CEO of Zayo Group, a global internet network provider. Before joining Zayo, Smith served as CEO of the data center giant Equinix for more than a decade. In that period, Equinix’s revenue increased from roughly $400 million annually to more than $4 billion.

Core Scientific looks to benefit from Smith’s proven record and deep commercial and operational experience as it seeks to accelerate its growth. In his comment, Smith noted that Core Scientific is well-positioned to capture opportunities amid increasing demand for computing infrastructure.

In April 2026, Core Scientific (NASDAQ:CORZ) announced plans to transform its Pecos, Texas site into a massive AI‑focused data center campus with up to 1.5 GW of power capacity, according to Bloomberg. About 1 GW will be available for leasing, while 300 MW previously used for Bitcoin mining is being repurposed for data center operations. The first data hall has moved into vertical construction, with initial capacity expected in early 2027.

Core Scientific also secured an additional 300 MW of contracted power and is exploring further expansion through behind‑the‑meter solutions. This pivot reflects a broader trend among crypto miners including MARA Holdings, Hive, Hut 8, TeraWulf, and Iren who are diversifying into AI infrastructure as mining margins tighten, positioning themselves at the intersection of digital assets and next‑generation data centers.

Core Scientific Inc (NASDAQ:CORZ) owns and operates data centers. Its purpose-built data centers are designed to support high-density computing, AI workloads, and digital asset mining. The company provides the infrastructure that large technology companies need to run complex computing operations.

3. Vertiv Holdings Co (NYSE:VRT)

Billionaires’ Stake: $3.8 Billion

Number of Hedge Fund Holders: 96

Number of Billionaire Holders: 28

Stock Upside Potential: 12.09%

Vertiv Holdings Co (NYSE:VRT) is one of the best data center stocks to invest in according to billionaires. In the past six months alone, Vertiv shares have gained more than 63%. The shares have surged more than 175% over the past year.

On June 3, Vertiv Holdings Co (NYSE:VRT) introduced a new fluid management service called PurgeRite NearZero. This process is designed to reduce water consumption during the commissioning of data center cooling systems. It combines mechanical flushing, water treatment and filtration to recycle water throughout the commissioning process. This helps reduce the need for repeated fresh-water supply.

According to Vertiv, data center operators face increasing pressure to manage water as AI and high-density computing systems have increased the complexity of cooling networks. The company positions its PurgeRite NearZero process as the solution that data center operators need now.

The process has reduced water consumption by as much as 78% in selected deployments, Vertiv said. The company also reported reductions of up to 91% in water haul-off volumes and up to 34% in discharge management costs compared with traditional commissioning methods.

Vertiv said the PurgeRite NearZero service complements its portfolio of cooling, fluid management offerings for hyperscale, enterprise, and colocation data centers.

Vertiv Holdings Co (NYSE:VRT) provides power, cooling, and IT management systems for data centers. Its solutions include modular data center architectures and advanced liquid cooling. The company supports the critical digital infrastructure that powers growing AI workloads.

2. Equinix Inc (NASDAQ:EQIX)

Billionaires’ Stake: $4.70 Billion

Number of Hedge Fund Holders: 65

Number of Billionaire Holders: 26

Stock Upside Potential: 12.16%

Equinix Inc (NASDAQ:EQIX) is one of the best data center stocks to invest in according to billionaires. Equinix shares have gained more than 45% over the past six months, and analysts still see upside potential in the stock.

On June 3, Equinix Inc (NASDAQ:EQIX) was added to Citi’s Focus List. This is a high-conviction compilation of the firm’s top buy-rated stock ideas. Citi has a Buy rating on Equinix stock with a price target of $1,240.

The firm based its latest call on Equinix on continued growth of the company’s recurring revenue. Citi sees Equinix’s recurring revenue growth hitting the high end of the guided range for 2026. Equinix’s recurring revenue is expected to grow 9% to 10% this year, and Citi believes this growth can extend beyond 2026.

In Q1 2026, Equinix’s recurring revenue increased 12% YoY to $2.33 billion. Total revenue rose 10% to $2.44 billion. The company reported robust demand for its AI, cloud, and networking solutions during the quarter. The strong start to the year led Equinix to raise its 2026 outlook. The company anticipates 2026 total revenue in the range of $10.1 billion to $10.2 billion, indicating a growth of between 10% and 11%.

On May 14, Equinix Inc. announced the global rollout of Equinix Fabric Geo Zones, a new network‑level sovereignty enforcement layer built into Equinix Fabric. The service addresses rising compliance risks from network rerouting events that can inadvertently move sovereign data across borders. By keeping traffic strictly within defined geographic boundaries, Geo Zones ensures enterprises meet legal data residency requirements while operating across interconnected clouds and providers. This expansion reinforces Equinix’s role as a leader in data center compliance and hybrid multicloud infrastructure.

Equinix Inc (NASDAQ:EQIX) is a digital infrastructure company. It operates a global network of data centers through which it provides colocation, secure physical hosting, and on-demand interconnections. The company’s infrastructure allows seamless connectivity across clouds and networks.

1. Nvidia Corp (NASDAQ:NVDA)

Billionaires’ Stake: $63.4 Billion

Number of Hedge Fund Holders: 275

Number of Billionaire Holders: 53

Stock Upside Potential: 39.10%

Nvidia Corp (NASDAQ:NVDA) is one of the best data center stocks to invest in according to billionaires. Nvidia shares are up 14% over the past month and up more than 48% over the past year.

On June 6, Micron Technology (NASDAQ:MU) secured certification for its HBM4 memory on Nvidia Corp (NASDAQ:NVDA)’s upcoming Vera Rubin AI platform, according to Bloomberg. This approval places Micron among a select group of suppliers supporting Nvidia’s next‑generation AI systems, alongside Samsung Electronics and SK Hynix.

HBM, or high‑bandwidth memory, is essential for powering advanced AI accelerators and data center workloads. By certifying Micron’s HBM4, Nvidia ensures its Vera Rubin platform will have access to cutting‑edge memory solutions capable of handling the massive computing demands of next‑generation AI models. This strengthens Nvidia’s ecosystem and highlights its leadership in AI infrastructure.

The Vera Rubin platform is expected to succeed Nvidia’s current AI systems, expanding capacity for cloud providers and enterprises investing heavily in AI. Certification of multiple suppliers, including Micron, reflects Nvidia’s strategy to secure reliable, high‑performance components for its expanding AI factory architecture.

Micron’s involvement underscores the broader surge in demand for advanced memory as AI spending accelerates. While competition in HBM remains intense, Nvidia’s certification of Micron ensures diversified supply for its future platforms, reinforcing Nvidia’s central role in driving the AI semiconductor market forward.

The same day, Navitas Semiconductor (NASDAQ:NVTS) jumped 25% after announcing a partnership with the NVIDIA MGX Ecosystem to advance 800 VDC AI infrastructure, Bloomberg reported. At COMPUTEX 2026 (June 2–5, Taipei), following Nvidia’s Partner Ceremony on May 29, Navitas showcased its 800 V‑to‑6 V DC‑DC power delivery board powered by GaNFast technology, which eliminates the traditional 48 V bus and streamlines server tray design for Nvidia’s AI Factory MGX platform.

Featuring 16 GaNFast FETs rated at 650 V, the board achieves 97.5% efficiency at 1 MHz with a density of 2100 W/in³, thinner than a mobile phone, tackling the challenge of efficient power delivery for massive AI workloads. While Navitas provides gallium nitride and silicon carbide semiconductors, the collaboration underscores Nvidia’s leadership in AI ecosystems, reinforcing its dominance as the backbone of next‑generation AI factories and global data center innovation.

Nvidia Corp (NASDAQ:NVDA) supplies advanced graphics processing units used in AI and cloud data centers. The data center market generates around 90% of Nvidia’s total revenue. Moreover, Nvidia dominates the data center GPU market. Nvidia has partnered with various companies to accelerate AI-ready data center buildout.

While we acknowledge the potential of NVDA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 10 Best Debt-Free IT Stocks to Buy Now and 10 Best Stocks to Buy According to Billionaire Bill Gates.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email below.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Buy This $3 Stock Now Before the 400% Surge Begins

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

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We looked under the cover and realized they were wrong.

We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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