Rick Perry’s $13 Billion AI Data Center REIT – 2025 Analysis, Expert Insights & Future Outlook
The year 2025 saw frenzied interest in AI infrastructure, and Fermi’s rapid rise has unfolded against that backdrop. Data center REITs and tech firms initially rode a wave of euphoria from the AI revolution, but volatility soon followed. In late January 2025, a shock to AI expectations occurred when a Chinese firm unveiled a way to train powerful AI models at a fraction of the usual cost. This undercut the assumption that AI demand would grow exponentially unchecked – NVIDIA’s stock plunged 17% in one day and leading data center REIT stocks like Digital Realty Trust and Equinix to stumble as well Chiltoncapital Chiltoncapital. As one investment manager noted, “2025 has been less than stellar for the data center REITs” because some big tech companies started building their own server farms in-house, reducing immediate reliance on third-party landlords Chiltoncapital.