Mizuho Securities has presented a strong forecast for data center companies in FY25, specifically highlighting leaders like Digital Realty Trust (DLR) and Equinix (EQIX). The growing need for digital transformation, cloud computing, and 5G expansion positions these companies favorably for future growth.

Key Growth Drivers:

1. Cloud Service Demand: Shift towards cloud operations necessitates robust data center infrastructure.
2. AI and Edge Computing Expansion: Increased need for data centers to support AI workloads drives further demand.
3. 5G Implementation: New 5G technology will increase the need for improved data center capabilities.

Conclusion:

Mizuho’s bullish view on data center REITs reflects the essential role of digital infrastructure. Companies like Digital Realty and Equinix appear poised for significant growth as dependency on cloud-based solutions escalates.