
See exactly how DTCR's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
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The Global X Data Center & Digital Infrastructure ETF (DTCR) is structured to closely track the overall investment performance—including both capital appreciation and income generation—of the Solactive Data Center REITs & Digital Infrastructure Index, before any management fees or operational expenses are considered.

VanEck Data Center Supply Chain ETF is a concentrated AI infrastructure play, best suited for AI bulls seeking direct exposure to sector growth. Global X Data Center & Digital Infrastructure ETF offers broader digital infrastructure exposure, appealing to AI skeptics who still want some AI upside. RACK features a lower portfolio PE (21) and higher cash flow growth (~20%) versus DTCR, which has a PE of 24 and slower growth metrics.

Texas just handed IREN a rare grid milestone that its CEO calls the scarcest input in the entire AI buildout, and the stock moved fast. Here is what the Sweetwater approval actually means for the race to lock up power before rivals do.

Rising Treasury yields are carving through Bitcoin mining and AI infrastructure stocks Tuesday, but the real story is what a single basis point shift in long-term rates actually costs a company running a $25 billion capex pipeline.

AI data center pure plays are unwinding together Friday, with a fiscal 2026 impairment charge at IREN Limited (NASDAQ:IREN) dragging capex-heavy peers. The broadening move signals investors re-pricing the group's transition costs across the cohort.

The pivot from Bitcoin mining to AI cloud infrastructure got messier this morning as IREN, the sector's most aggressive rebuild, wrote down its old business to make room for the new one.