CNBC reported that as AI data center construction faces headwinds in the U.S., including community protests, legislative restrictions, and resource consumption, analysts believe this could be positive for existing data center Real Estate Investment Trusts (REITs). Mizuho analyst Vikram Malhotra noted that new projects might be delayed, but the pricing power of existing data center REITs will be enhanced by the continuous growth in computing demand. Wells Fargo Investment Institute analyst Amanda Martinez added that limiting new supply will increase the value of existing capacity. Equinix (EQIX), Digital Realty Trust (DLR), and Iron Mountain (IRM) are among the favored data center REITs.