The AI Infrastructure Stack
Overview  /  Tier III Physical Data Center  /  Layer 05: Data Center Real Estate
Sub-category 5.5

Land & Powered-Site Holders / Developers

Owners of parcels with utility commitments. Increasingly the bottleneck asset of the AI build-out.

Players

Players: Brookfield Infrastructure BIP, DigitalBridge DBRG, American Tower (CoreSite) AMT, KKR / GIP KKR, Blackstone Infrastructure BX

Analysis coming soon — this page is scaffolding for deeper research into land & powered-site holders / developers.