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Data-center builders seek ways to offload valuable stakes
Investors are increasingly looking to gain exposure to the physical infrastructure behind AI demand, not just the software providers.
WSJ Markets reports that data-center builders are racing to offload stakes in response to sustained demand for computing power tied to AI.
The outlet says investors are seeking opportunities to own, or gain financial exposure to, the physical infrastructure that supports that growing demand.
As a result, builders are exploring ways to bring outside capital into their projects through stake sales.
The focus highlights a shift in how investors pursue AI exposure, with attention turning to data-center infrastructure.