Industrial AI to Drive Investment in Data Centers, Hyperscalers, and REITs in 2026

Investors are shifting focus from software to industrial AI implementation in 2026, driving high-performance computing demand and massive physical infrastructure spending. Technology giants will spend nearly $500 billion on capital expenditures, creating revenue for companies owning land, servers, and cooling systems. The Global X Data Center REITs & Digital Infrastructure ETF is a primary vehicle for this theme, investing in landlords of the digital economy and hardware manufacturers.