McKinsey sees $5.2T in AI data-center capex by 2030. Here’s how to
invest in the landlords. ͏  ͏  ͏  ͏  ͏  ͏  ͏
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[Morning Watchlist]

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Dear Fellow Investor,

THREE HOT REITS FOR THE AI DATA CENTER BOOM

Artificial intelligence isn’t just a software story anymore. It’s
becoming an infrastructure story — and fast.

Every time you ask a chatbot a question, generate an image, or have an
AI tool summarize a report, that work happens inside a data center.
And AI workloads are dramatically more compute-intensive than
traditional cloud tasks. That single shift is creating one of the
biggest real-estate buildouts we’ve seen in decades.

Right now, the U.S. has roughly 3,000 data centers already in
operation. But that footprint is nowhere near enough for what’s
coming. McKinsey estimates that by 2030, data centers built or
upgraded specifically for AI will require about $5.2 TRILLION in
global capital expenditures. Add traditional IT expansion, and the
total data-center investment need approaches $6.7–$7 TRILLION by
decade’s end. 

Even more eye-catching is the growth rate implied by that spending.
McKinsey’s work suggests AI-ready data-center capacity could rise
around 33% PER YEAR through 2030 — a pace that reflects a boom
already underway.

-------------------------

AI DEMAND ISN’T SLOWING — IT’S ACCELERATING

We also have to consider the demand side, which remains relentless.

Forecasts now place AI’s value between $1.7 TRILLION AND $3.5
TRILLION by the early 2030s, with more aggressive scenarios reaching
$7 TRILLION BY 2035. Whether you take the conservative number or the
optimistic one, all roads point to a world that needs vastly more
compute and storage than today. 

Big Tech is confirming that reality with its checkbook.

Recent capex plans make one thing clear: the hyperscalers expect AI
workloads to keep surging, and they’re building for it now.

*
GOOGLE/ALPHABET has raised its 2025 capex outlook to about $91–$93
BILLION, largely for AI servers, data centers, and networking. 

*
MICROSOFT boosted capex to roughly $34.9 BILLION LAST QUARTER, up
about 74% YEAR OVER YEAR, to expand Azure and AI data-center
capacity. 

*
META now expects $70–$72 BILLION in 2025 capex, emphasizing AI data
centers and compute infrastructure. 

*
AMAZON is also in heavy build mode, with guidance and analyst
estimates pointing to WELL OVER $100 BILLION of 2025 capex tied
significantly to AWS and AI infrastructure. 

For investors, these numbers are impossible to ignore. And UBS
analysts expect global AI capex to climb to $571 BILLION IN 2026, with
a potential runway to $3 TRILLION BY 2030. 

-------------------------

_Small Caps Daily_

A SMALL AI HEALTHCARE INNOVATOR MAKING A MASSIVE GLOBAL LEAP:
HEALTHCARE TRIANGLE (NASDAQ: HCTI) MOVES TO ACQUIRE TEYAME.AI AND
TRANSFORM PATIENT ENGAGEMENT WORLDWIDE!
[[link removed]]

[ai laptop] [[link removed]]

HEALTHCARE TRIANGLE, INC. (NASDAQ: HCTI)
[[link removed]] is seizing one of the biggest growth
opportunities in modern medicine as it pushes aggressively into the
multi-trillion-dollar digital health and generative AI markets. 

The company has signed a non-binding LOI to acquire Teyame.AI — a
European leader in AI-powered omnichannel engagement expected to
generate $34 million in revenue and $4.2 million in EBITDA next year
alone. 

By merging Teyame’s multilingual customer automation platform with
HCTI’s clinical data and hospital intelligence systems, the
acquisition could unlock unprecedented personalization in patient care
and dramatically expand HCTI’s international footprint across
Europe, Latin America, the Middle East, and Asia-Pacific. 

Layered with HCTI’s QuantumNexis AI platform — including the Ziloy
mental health system and Ezovion clinical software — this move
signals the company’s evolution from IT solutions provider to a
truly global digital health technology innovator.

Strengthened by a $15.2 million institutional financing partnership
and proven deployments across 325 hospitals worldwide, HCTI is
positioned to capitalize on explosive growth in generative AI in
healthcare — a market projected to soar to nearly $40 billion by
2034. 

As demand rises for smarter automation, clinical efficiency, and
real-time engagement intelligence, HCTI stands directly in the center
of the biggest digital transformation wave the healthcare system has
ever seen.

DISCOVER HOW HCTI IS AIMING TO BECOME A GLOBAL LEADER IN AI-POWERED
HEALTHCARE TRANSFORMATION — BEFORE WALL STREET CATCHES UP
[[link removed]]

-------------------------

WHY REITS MATTER HERE

When compute demand explodes, data-center real estate becomes a toll
road. The companies that own, operate, and lease these facilities can
benefit from:

*
LONG-TERM CONTRACTS with high-quality tenants (often hyperscalers).

*
PRICING POWER as capacity tightens.

*
BUILT-IN GROWTH as customers expand footprints.

*
DIVIDEND INCOME along the way.

With that backdrop, here are three interesting ways to invest in the
AI data-center boom while earning yield.

COMPANY: DIGITAL REALTY TRUST (SYM: DLR)

Digital Realty is one of the largest dedicated data-center REITs on
Earth. It operates hundreds of facilities across North America,
Europe, Asia, and Latin America, and it’s deeply embedded with the
very customers fueling AI growth. 

In plain English: when hyperscalers need more space, more power, and
more interconnection capacity, Digital Realty is already sitting in
the middle of the deal flow.

Financially, the company continues to show strong momentum. In its
latest reporting, Digital Realty posted CORE FFO PER SHARE AROUND
$1.84–$1.89, with revenue growth driven by new bookings and
expanding AI-oriented deployments. Management also raised full-year
FFO guidance again, reflecting confidence that demand remains robust
into 2026. 

Why that matters: FFO growth is the engine behind dividend growth. And
DLR’s dividend yield (around the low-to-mid 3% range recently) gives
investors a real cash return while they wait for the AI buildout to
compound. 

BOTTOM LINE: Digital Realty offers direct, high-quality exposure to
the AI infrastructure boom, with scale, global reach, and a dividend.

-------------------------

_Banyan Hill_

On December 18th, a powerful new law signed by President Trump
will trigger a radical shift in America’s money system...

When a small group of private companies — not the Fed — will
perform a major mint of a new kind of money.

And those who act before this new system fully kicks in could see
gains as high as 40X by 2032.

But those who fail to prepare will be blindsided by this sea change to
the U.S. dollar.

GO HERE NOW FOR THE DETAILS — BEFORE THE DECEMBER 18TH MINT HITS THE
MARKET.
[[link removed]]

-------------------------

COMPANY: IRON MOUNTAIN (SYM: IRM)

Most investors still think of Iron Mountain as “that document
storage company.” But over the last several years, IRM has quietly
built a fast-growing data-center business — and AI has poured
gasoline on it.

Iron Mountain’s latest quarter showed RECORD REVENUE (ABOUT $1.8B,
UP ~12% YEAR OVER YEAR) and strong cash-flow growth. But the standout
detail was data centers: IRM reported roughly 33% GROWTH in its
data-center revenue line, and reiterated expectations for 25%+ GROWTH
IN 2026. 

That’s not a side hustle anymore. It’s becoming a core driver.

Iron Mountain also raised its dividend recently, supported by rising
adjusted funds from operations (AFFO). With a yield in the
neighborhood of 4%, IRM sits on the higher-income end of the
data-center theme.

Why IRM is interesting here is the “two-engine” model: you get a
mature, cash-generating storage business PLUS a high-growth AI
data-center platform. If AI demand stays hot — and the hyperscalers
are clearly signaling it will — IRM’s growth engine could keep
surprising to the upside.

BOTTOM LINE: Iron Mountain blends AI data-center growth with an
above-market dividend yield.

ETF: PACER DATA & INFRASTRUCTURE REAL ESTATE ETF (SYM: SRVR)

If you don’t want to pick single names, SRVR is a clean “basket”
way to play the trend.

The ETF targets companies that generate a meaningful share of revenues
from real estate tied to data, digital infrastructure, and
communications. Holdings include many of the biggest beneficiaries of
AI-driven compute demand, such as DIGITAL REALTY, EQUINIX, IRON
MOUNTAIN, AMERICAN TOWER, and CROWN CASTLE. 

SRVR charges an expense ratio around 0.49% and offers a yield in the
low-to-mid 2% range, depending on market price and distribution
timing. 

You’re not getting the same “pure play” punch of owning one
standout REIT, but you are getting diversification across the
ecosystem: data centers, towers, fiber, and related digital real
estate. That can be especially useful in a theme that’s growing
quickly but still subject to interest-rate moves and periodic
valuation swings.

BOTTOM LINE: SRVR provides diversified exposure to AI-fueled digital
infrastructure with a steady distribution.

-------------------------

_Crypto 101_

CRYPTO'S ELITE SPEAK OUT
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[bitcoin timer]
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THE WHISPERS IN CRYPTO'S INNER CIRCLES ARE GETTING LOUDER.

SOMETHING MASSIVE IS BREWING IN THE MARKET,
[[link removed]]
with Bitcoin shattering records and Trump's pro-crypto agenda
accelerating adoption…

SOMETHING THAT COULD MAKE THE 2021 BULL RUN LOOK LIKE A WARMUP.

THAT'S WHY 27 OF CRYPTO'S MOST SUCCESSFUL INSIDERS ARE BREAKING THEIR
SILENCE IN AN UNPRECEDENTED EMERGENCY SUMMIT.

WE'RE TALKING ABOUT THE ARCHITECTS OF SOLANA AND THORCHAIN. THE
CO-CREATOR OF TETHER. FUND MANAGERS WHO'VE GENERATED BILLIONS. TRADERS
WHO HAVE CALLED VIRTUALLY EVERY MAJOR MOVE OF THE LAST DECADE.
[[link removed]]

FOR THE FIRST TIME EVER, THEY'RE PULLING BACK THE CURTAIN ON WHERE
THEY'RE PUTTING THEIR OWN MONEY RIGHT NOW. WHICH COINS THEY BELIEVE
COULD EXPLODE.
[[link removed]]
What moves they're making before the masses catch on.

THIS IS THE KIND OF INTELLIGENCE THAT USUALLY STAYS BEHIND CLOSED
DOORS.

BUT FOR A VERY LIMITED TIME, YOU CAN CLAIM YOUR SPOT FOR FREE.

CLAIM YOUR FREE TICKET FOR THE “CRYPTO COMMUNITY SUMMIT 2025”
(AVAILABLE FOR A LIMITED TIME).
[[link removed]]

-------------------------

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We are issuing this disclosure in compliance with Section 17(b) of the
Securities Act, which requires us to disclose any compensation
received or expected to be received in cash or in kind in connection
with the purchase or sale of any security.

We would like to inform you that we have received or expect to receive
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of Healthcare Triangle (NASDAQ: HCTI). The compensation consists of up
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This communication should not be considered as an endorsement of the
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provided about the securities of Healthcare Triangle (NASDAQ: HCTI) by
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We encourage you to conduct your own due diligence and research before
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This disclosure is made as of 12/09/2025.

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