AI's transformation into a trillion-dollar industry is reshaping global infrastructure, but here's something interesting—the largest data center real estate operators haven't fully capitalized on this shift in public markets. Why the disconnect? These companies control massive computational assets powering AI workloads, yet their stock performance hasn't reflected the explosive growth in the sector. The opportunities are enormous: as more organizations build AI capabilities, demand for specialized data center infrastructure continues skyrocketing. Yet traditional real estate operators are missing the narrative. What's holding them back, and more importantly, how can they pivot to capture this wave? Understanding these dynamics matters for anyone tracking infrastructure investments and tech sector movements.