Digital Realty Poised to Benefit from AI Infrastructure Boom, Nvidia's Growth May Be Limited

Nvidia, a leading provider of AI chips, is facing a supply/demand imbalance due to its high valuation and potential overbuilding of AI infrastructure. Digital Realty, a real estate investment trust, owns data centers that house computers using Nvidia chips. If demand for AI chips declines, Digital Realty's business will continue to exist, and excess capacity could lead to lower costs for companies.