SEOUL, South Korea, March 25, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world’s largest cloud- and carrier-neutral data center platform, today announced that it is providing enterprise-grade data center infrastructure to Samsung Electronics at its ICN10 data center in Seoul. Through this engagement, Digital Realty is supporting Samsung Electronics’ enterprise IT operations by delivering stable and scalable colocation infrastructure. Modern enterprise IT environments require secure, scalable, ...

LONDON, March 24, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world’s largest cloud- and carrier-neutral data center platform, today announced its coming entry into the Milan market, marking a significant expansion in one of Europe’s most economically powerful and digitally dynamic regions. Digital Realty’s expansion into Milan strengthens its leadership in digital infrastructure across the Mediterranean and Southern Europe, connecting key hubs in Athens, Marseille, and Sofia, with new sites un ...

Exclusive Dual-City Presence in Rome and Milan will Position Digital Realty as Italy’s Premier Connectivity PlatformLONDON, March 24, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world’s largest cloud- and carrier-neutral data center platform, today announced its coming entry into the Milan market, marking a significant expansion in one of Europe’s most economically powerful and digitally dynamic regions. Digital Realty’s expansion into Milan strengthens its leadership in digital infrastructure ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Past performance is not an indicator of future performance. This post is illustrative and educational ...

Core Insights - The article highlights that while major AI stocks like Nvidia and Microsoft are well-known, there are compelling investment opportunities in lesser-known data center companies that support AI infrastructure [1][2]. Data Center Industry Overview - Data centers are essential for AI systems, providing the necessary physical infrastructure, power, cooling, and security [3]. - Significant investments in AI infrastructure are expected, with Nvidia projecting $1 trillion in AI chip sales by 2027 and Amazon planning to spend $200 billion on capital expenditures in 2023 [2]. Key Data Center Companies - **Equinix (EQIX)**: The largest data center operator globally, with over 260 data centers in 36 countries and more than 500,000 interconnections, recognized as the industry gold standard [4]. - **Digital Realty Trust (DLR)**: The only other pure-play data center REIT, serving over half of the Fortune 500. It focuses on wholesale large-scale deployments, contrasting with Equinix's retail colocation model [5]. - **Prologis (PLD)**: While primarily a logistics space owner with 1.3 billion square feet, Prologis is shifting focus to data centers, leveraging its extensive land holdings and financial strength for lower borrowing costs [6]. Financial Performance and Valuation - Equinix reported record annualized gross bookings and expects double-digit revenue growth in 2026, leading to a 10% stock increase following its 2025 results [7]. - Digital Realty Trust experienced a 10% year-over-year increase in core FFO for 2025 and has a strong backlog heading into 2026 [8]. - Prologis achieved its best quarter for lease signings, indicating a positive shift in its core industrial real estate business [8]. - Current valuations show Equinix trading at about 24 times FFO with a 2% dividend yield, Digital Realty at a similar multiple with a 2.8% yield, and Prologis at about 21 times expected 2026 FFO with a 3.2% yield [9]. Investment Outlook - With substantial data center investments anticipated in 2026 and beyond, these data center stocks present an attractive entry point for exposure to the AI sector [10].

Core Insights - Digital Realty (DLR) shares have increased by 18% over the past three months, significantly outperforming the industry growth of 3.7% [1][8] Company Overview - Digital Realty is strategically positioned to benefit from its extensive global network of data centers, driven by the increasing demand for digital transformation, cloud computing, and artificial intelligence [2] - The company has a diverse tenant base, which ensures stable revenue streams, and is actively pursuing accretive acquisitions and investments in land and infrastructure [2][7] - Digital Realty has a solid balance sheet with significant liquidity, which will support future expansion efforts [10] Recent Developments - In early March 2026, Digital Realty expanded into Portugal by acquiring a data center in Lisbon, furthering its strategy to penetrate rapidly growing digital infrastructure markets [3] - The company also entered Bulgaria through the acquisition of Telepoint, enhancing its presence in Southeast Europe and adding two data centers to its portfolio [7] Market Demand and Performance - The demand for data center REITs like Digital Realty is robust, fueled by the growth of the Internet of Things and Big Data, with strong leasing activity reported [5] - In Q4 2025, Digital Realty signed new leases totaling $175 million, indicating strong market demand despite high occupancy rates [5][8] Development Pipeline - As of December 31, 2025, Digital Realty had 9.7 million square feet of space under active development and an additional 4.7 million square feet earmarked for future development [9] - The company anticipates capital expenditures for development activities in 2026 to be between $3.25 billion and $3.75 billion [9] Financial Health - Digital Realty exited Q1 2025 with cash and cash equivalents of $3.45 billion, and its net debt-to-adjusted EBITDA ratio was 4.9X, indicating a manageable debt level [10] - The company holds favorable credit ratings from major agencies, which facilitate access to debt markets and lower borrowing costs [10]

Core Insights - The report titled "Denmark Existing & Upcoming Data Center Portfolio" has been added to ResearchAndMarkets.com's offerings, indicating a focus on the data center market in Denmark [1] Market Overview - Major operators like Digital Realty, Global Connect, and Bulk Infrastructure are central to the Danish data center market, providing high-capacity facilities that meet hyperscale and enterprise needs [2] - Denmark is set to see an increase of 1.6 GW in upcoming IT capacity, surpassing the current installed data center capacity, which signifies substantial future growth [2] Regional Analysis - Copenhagen leads in the number of operational data centers and is expected to maintain its position with a pipeline of new projects that will add nearly equivalent white-floor area [3] - Other cities in Denmark are emerging as significant growth centers, each with over 900 MW of planned or ongoing capacity in development [3] Data Center Portfolio - The report includes detailed analysis of 33 existing data centers and 11 upcoming data centers across various locations in Denmark, including Aarhus, Ballerup, and Esbjerg [4][5][6] - Key metrics covered include existing and upcoming white-floor space, current IT load capacity, future capacity additions, and retail colocation pricing [7] Investment Insights - The report provides insights into investment snapshots, detailing the area, power capacity, and investment amounts in million dollars for various data center projects [7] - It also covers the status of projects, whether they are opened, under construction, or announced and planned [8] Target Audience - The database is aimed at various stakeholders, including data center REITs, construction contractors, infrastructure providers, new entrants, consultants, and government agencies [9][13]

Group 1: Prediction Markets - Polymarket allows users to predict outcomes of binary events, ranging from sports to politics, with financial stakes involved [2][4] - The nature of prediction markets resembles gambling more than investing, as there is no intrinsic value like in stocks [4] - Users' collective predictions hold value due to real money at risk, but the focus should be on investing in actual businesses [4] Group 2: Artificial Intelligence Investment Opportunities - The ongoing build-out of artificial intelligence is seen as a significant investment opportunity, with potential for dramatic societal changes [5] - Companies like Brookfield Renewable Partners and Digital Realty Trust are highlighted as strong investment options supporting the AI infrastructure [5][10] - Brookfield Renewable Partners has a market cap of $9.3 billion, offers a 5.1% yield, and aims to increase distributions by 5% to 9% annually [7] - Digital Realty Trust, with a market cap of $61 billion, owns over 300 data centers and expects AI to drive demand growth by 2.7 times from 2025 to 2030, offering a 2.7% yield [9]

Core Insights - The Global X Data Center & Digital Infrastructure ETF (DTCR) was launched on October 27, 2020, and has over $1.2 billion in assets under management (AUM) with an expense ratio of 0.5% and semi-annual dividends [2][3] Group 1: ETF Overview - DTCR provides exposure to 25 global stocks focused on data centers, cellular towers, and digital infrastructure hardware, following the Solactive Data Center REITs & Digital Infrastructure Index (SDCRDII) [4][6] - The index targets companies deriving at least 50% of their revenue from specific business activities, primarily focusing on developed markets and select emerging markets [6][12] - The portfolio is heavily weighted towards US stocks, comprising nearly 75% of the total, reflecting the concentration of data centers in the US [9][11] Group 2: Portfolio Composition - The portfolio is divided into three sectors: real estate (60%), technology, and communication services, with Equity REITs making up nearly 59% of the holdings [15][16] - Market capitalization analysis shows a minimal exposure to micro-caps (3%), with mid-caps representing the largest share (42%) [17][18] - The top 10 holdings account for 72% of the portfolio, with significant concentration in three stocks: Digital Realty Trust, Inc. (12.26%), Equinix, Inc. (12.09%), and American Tower Corporation (11.89%) [23][24] Group 3: Performance Metrics - DTCR's annualized standard deviation is over 23%, indicating higher volatility compared to the median ETF level [21] - The ETF's dividend yield is 0.93%, significantly lower than the median ETF yield of 2.72%, and has not shown growth over the past year or three years [30][31] - The ETF's expense ratio of 0.5% is in line with the median ETF rate, making it reasonably priced [39] Group 4: Target Investors - DTCR is suitable for investors seeking concentrated exposure to a thematic investment in digital infrastructure, particularly those interested in mid-cap stocks [33] - The ETF offers some global exposure, with over 25% of the portfolio coming from international stocks, appealing to investors looking for diversification beyond US markets [34] - Compared to alternatives like iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) and Pacer Data & Infrastructure Real Estate ETF (SRVR), DTCR has a higher concentration in its top holdings but lower turnover ratios [35][38]

Core Insights - Digital Realty (DLR) has expanded into Portugal by acquiring a data center in Lisbon, enhancing its presence in Southern Europe and addressing the growing demand for cloud, AI, and connectivity services [1][5] - The new Lisbon facility is expected to support up to 2.4 MW of IT load and is projected to be operational by early 2027, strategically located near major subsea cable systems [2][7] - This acquisition follows DLR's recent expansion into Bulgaria, where it acquired Telepoint, adding two data centers and enhancing its capabilities in Southeast Europe [3][5] Expansion Strategy - The entry into Portugal and Bulgaria is part of DLR's broader strategy to strengthen its footprint in key connectivity markets globally, positioning itself near major digital traffic routes [5] - DLR is also expanding its global innovation footprint by establishing innovation labs in Singapore and Japan, which support digital transformation and enhance its interconnected infrastructure [4][5] Performance Metrics - Over the past three months, DLR's shares have increased by 10.8%, outperforming the industry growth of 6.6%, and currently holds a Zacks Rank of 3 (Hold) [6]