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Highlights
DigiCo Infrastructure REIT and Goodman Group operate in the data centre and digital infrastructure sector
Both companies are part of the ASX 200 and support the expansion of cloud, AI, and digital storage demands
Goodman Group is accelerating its focus toward high-demand digital infrastructure projects globally
Digital infrastructure continues to evolve as a foundational component of the australia share market, supported by the growing footprint of data centre operators. Within the ASX 200, companies such as DigiCo Infrastructure REIT (ASX:DGT) and Goodman Group (ASX:GMG) are expanding their reach in data centre development and operations. Both tickers align with the broader demand driven by AI technology, cloud computing, and streaming platforms.
These entities are embedded within a sector increasingly prioritised in capital planning due to its critical role in supporting digital traffic and compute capacity.
DigiCo Infrastructure REIT (ASX:DGT)
DigiCo Infrastructure REIT engages in the ownership, operation, and development of data centre assets across Australia and the United States. The company has advanced its strategy through multiple assets under active development, particularly with attention to capacity upgrades and technical certifications.
The company maintains a pipeline of future data centre capacity which aligns with trends in AI demand and data processing scalability. Facilities such as the SYD1 site in Sydney are positioned to expand further once certification and tenant agreements proceed as planned.
DGT operates within the ASX 200 and is supported by the digital transformation underway in both domestic and international regions. The firm’s portfolio remains focused on critical infrastructure with long-term utility in supporting technology-driven industries.
Given the generating nature of REITs, the company also aligns with categories like asx dividend stocks, offering regular distributions to shareholders based on real asset management and leasing performance.
Goodman Group (ASX:GMG)
Goodman Group, a member of the ASX 50 and ASX 200, has expanded beyond its initial core focus of logistics and warehousing into the data centre domain. The company’s development book is now significantly weighted towards digital infrastructure, reflecting a shift in strategic direction.
GMG’s involvement in global data centre construction supports hyperscale computing demands, aligning with AI expansion across markets. The transition into data infrastructure integrates with existing industrial land, offering synergies in land usage and power accessibility.
This pivot is supported by Goodman’s experience in development execution and asset scalability, allowing the company to meet the needs of international cloud providers and enterprise clients. Its long operational history adds structural advantage when navigating complex infrastructure timelines.
As a real estate company that generates regular distributions, Goodman Group also fits the framework of asx dividend stocks, appealing to those tracking focused entities within the infrastructure space.
Sector Focus and Index Positioning
DigiCo Infrastructure REIT and Goodman Group share alignment with ongoing shifts toward AI, data centre usage, and the wider digital infrastructure network. Both companies are integrated into the ASX 200 index, while Goodman Group also belongs to the ASX 50 due to its broader market capitalisation and global exposure.
The rising relevance of these firms is attributed to their roles in hosting and enabling digital transformation across sectors. As enterprise workloads shift to the cloud and computing power intensifies, the operational footprint of companies like DGT and GMG continues to grow in response.
