DigitalBridge Group Inc. (NYSE: DBRG) has emerged as a notable player among the worst-performing data center stocks in 2025. Despite managing a substantial portfolio valued at over $96 billion and ranking among the top three data center providers globally—with more than 200 data centers—its stock performance has lagged, reflecting a year-to-date gain of only 4.6%, considerably trailing the broader market’s performance.
At the recent Goldman Sachs Communacopia + Technology Conference on September 11, CEO Marc Ganzi articulated the firm’s strategic focus on the burgeoning digital infrastructure sector. Ganzi emphasized the company’s commitment to tapping into the anticipated growth stemming from AI inferencing and the expansion of its data center capabilities. He also noted the robust demand trends for fiber, towers, and data centers, alongside the critical need for increased power capacity to fuel AI-related advancements.
Ganzi pointed out that the power requirements for the data center industry are projected to surge dramatically, from 68 to 196 gigawatts in forthcoming years. In response to this escalation, DigitalBridge is investing in grid-independent power solutions, backed by its extensive 22-gigawatt power bank to ensure scalability and reliability.
Moreover, the firm is directing $50 billion towards capital expenditures with the objective of enhancing fee-related earnings and boosting co-investment margins, positioning itself for future growth.
DigitalBridge Group Inc. (NYSE: DBRG) is recognized as an investment firm that specializes in digital infrastructure, focusing on diverse assets such as data centers, fiber networks, cell towers, and edge computing resources.
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Disclosure: None. This article is originally published by Insider Monkey.
