DigitalBridge’s (DBRG) Outlook Strengthens with Capital Deployment in Data Centers, Power Solutions
DigitalBridge Group Inc. (NYSE:DBRG) is one of the worst-performing data center stocks in 2025. The company leads as a global digital infrastructure asset manager with over $96 billion in assets under management, and it counts itself among the top 3 data center providers in the world (with over 200 data centers). However, its stock has been a laggard with YTD gains of only 4.6%, underperforming the broader market.
On September 11, the company participated in the Goldman Sachs Communacopia + Technology Conference, where CEO Marc Ganzi outlined the company’s strategy for digital infrastructure. Ganzi said that the company is focusing on capitalizing on the significant growth expected from AI inferencing and the expansion of its data centers. He also pointed to strong demand trends in towers, fiber, and data centers, while also emphasizing the growing importance of power availability to support AI-driven growth.
Ganzi also highlighted the power needs of the data center industry, which are expected to nearly triple from 68 to 196 gigawatts in the coming years. To address this, DigitalBridge is investing in grid-independent power solutions, supported by its 22-gigawatt power bank.
The firm is also deploying $50 billion in capital expenditures, aiming to expand fee-related earnings and higher co-investment margins.
DigitalBridge Group Inc. (NYSE:DBRG) is an investment firm focused on digital infrastructure, including data centers, fiber networks, cell towers, and edge assets.
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Disclosure: None. This article is originally published at Insider Monkey.
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