Everyone's focused on Nvidia and the AI chip boom, but there's an overlooked angle: all those chips have to live somewhere. Digital Realty owns 300+ data centers globally and benefits from the current AI buildout, but unlike chip stocks, even if the hype cools, the data centers still exist and generate rental income. Overbuilding has actually helped REITs in previous tech bubbles by pushing down costs and increasing occupancy. Digital Realty may offer a more diversified and steady way to play the AI trend, with a 2.9% dividend yield, instead of chasing hyped chip valuations.