Data Center REITs Tap Debt as AI Load Forecasts Climb — August 03, 2026

Equinix is seeking $3 billion in investment-grade debt as Digital Realty’s bookings tilt toward higher-priced smaller leases and NextEra lifts FPL’s large-load forecast to 8 GW, underscoring how AI demand is reshaping capital markets, rent mix and grid planning. In this episode: Top stories: 1. Equinix seeks to raise $3B from US investment-grade bond sale — Crypto Briefing https://cryptobriefing.com/equinix-3b-bond-sale-ai-infrastructure/ 2. Equinix Q2 Earnings Call Highlights - Watch List News — Watch List News https://www.watchlistnews.com/equinix-q2-earnings-call-highlights/11164972.html 3. Digital Realty Trust (NYSE:DLR) stock: Higher rent-per-kilowatt as smaller leases take hold — TechStock² https://ts2.tech/en/digital-realty-trust-nysedlr-stock-higher-rent-per-kilowatt-as-smaller-leases-take-hold/ 4. NextEra Just Raised Its Large-Load Forecast to 8 Gigawatts. Here's Why That Matters. | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/31/nextera-just-raised-its-large-load-forecast-to-8-g/ 5. Step Back: With Stargate adding five U.S. sites and a Norway project, how can investors and grid planners separate headline compute capacity from megawatts that are actually financeable and energizable—particularly through interconnection status, power contracts, equipment commitments, and take-or-pay obligations? Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]