AUSTIN, Texas, Nov. 12, 2025 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation and interconnection solutions, announced today that Digital Euro Finco, LLC, a wholly owned indirect finance subsidiary of the company’s operating partnership, Digital Realty Trust, L.P., priced an offering of €600 million aggregate principal amount of 3.750% Guaranteed Notes due 2033 (the “2033 Notes”) at a price of 99.935% of the principal amount an ...

"这凸显了美国科技行业，乃至更广泛经济领域的重大挑战。" 让彭博社发出这番感慨的，是美国的两座数据中心，它们分别由Digital Realty和Stack Infrastructure公司 开发，因当地无法供电而空置数年。 更为"黑色幽默"的是，这两家中心都位于英伟达的总部——美国加利福尼亚州圣克拉拉。 在英伟达等企业的推动下，云服务和人工智能热潮推动数据中心需求空前高涨，但电力供应正成为最大 瓶颈，这主要源于电网基础设施的老化、输电线路建设缓慢以及各种监管和许可障碍。 Digital Realty于2019年申请建设一座数据中心。约六年后，该项目仍是一座空壳，等待全面通电。Stack Infrastructure（今年早些时候被Blue Owl Capital收购）在附近拥有一个需用电48兆瓦的项目，同样空 置，而这座城市自营的公用事业公司硅谷电力（Silicon Valley Power） 正在努力升级其供电容量。 电力系统的压力只会进一步加剧。根据彭博新能源财经（BloombergNEF）预测，到2035年，仅美国的 人工智能计算电力需求就可能翻倍还不止。英伟达CEO黄仁勋和OpenAI CEO萨姆·奥 ...

Every few years, Wall Street discovers a shiny object and suddenly half the Internet becomes overnight experts in whatever the new talking point might be.We saw it with crypto. We saw it with weed. We saw it with 3D printing.The latest round of instant expertise is the breathless chatter about artificial intelligence (AI). Go online any day of the week and you’ll find folks with impeccable confidence explaining GPUs, inference, multimodal architectures, quantum scaling, and transformer models as if they per ...

Valued at a market cap of $57.2 billion, Digital Realty Trust, Inc. (DLR) is a leading real estate investment trust (REIT) that owns, acquires, develops, and operates data centers. The Austin, Texas-based company provides secure, scalable, and interconnected environments for the storage and exchange of digital information and supports cloud computing, artificial intelligence, and enterprise IT infrastructure. This specialty REIT has underperformed the broader market over the past 52 weeks. Shares of DLR h ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the data center industry, particularly in relation to hyperscaler/cloud providers following their 3Q25 earnings reports [1][2]. Core Insights and Arguments - **CapEx Expectations**: Analysts have increased their expectations for capital expenditures (CapEx) in the hyperscaler sector, projecting a 7% increase in 2025 and a 20% increase in 2026, reaching $404 billion and $552 billion respectively [2][3]. - **Alphabet's CapEx Guidance**: Alphabet raised its CapEx guidance for 2025 to $91 billion - $93 billion from approximately $85 billion, driven by investments in digital infrastructure to meet cloud customer demand [3]. - **Microsoft's Growth**: Microsoft anticipates higher CapEx growth in fiscal 2026 compared to fiscal 2025, fueled by increasing demand for cloud services and investments in GPUs and CPUs [3]. - **Amazon's Projections**: Amazon expects a full-year CapEx of $125 billion for 2025, with further increases in 2026 to support AWS AI and core services [3]. - **Meta's Adjustments**: Meta raised the lower end of its FY25 CapEx guidance by $2 billion, expecting significant growth in 2026 due to digital infrastructure and AI needs [3]. - **Oracle's Forecast**: Oracle's fiscal 2026 CapEx is projected to be $35 billion or higher, reflecting increased demand for its cloud infrastructure services [3]. Additional Important Insights - **Datacenter Market Dynamics**: The report indicates a constructive outlook for datacenter stocks, particularly for Digital Realty (DLR) and Equinix (EQIX), which are expected to benefit from supply/demand tightness in the datacenter market [7]. - **Digital Realty's Performance**: Digital Realty reported strong renewal spreads of 20% in its >1MW category, indicating robust demand [7]. - **Equinix's Bookings**: Equinix had a strong bookings quarter, reporting $400 million, which is a 25% year-over-year increase, alongside positive management commentary on demand trends [7]. - **Risks Identified**: Key downside risks for both DLR and EQIX include excess supply dynamics in the datacenter market, weaker-than-expected demand from hyperscalers, the impact of higher interest rates on returns, and pricing pressures [11][12]. Financial Projections - **CapEx Estimates**: The total CapEx for major hyperscalers is projected to increase significantly, with a total of $403.9 billion in 2025 and $551.7 billion in 2026, reflecting year-over-year growth rates of 78.2% and 36.6% respectively [6]. This summary encapsulates the critical insights and projections from the conference call, highlighting the growth trajectory and potential risks within the datacenter industry, particularly in relation to major hyperscaler companies.

Accessibility StatementSkip Navigation "The infrastructure requirements for AI are fundamentally different from traditional data center workloads, and meeting these demands requires deep collaboration between infrastructure providers and technology innovators," said Chris Sharp, Chief Technology Officer at Digital Realty. "Our work with NVIDIA represents a shared commitment to solving the complex technical challenges that enable AI deployment at scale, from advanced cooling solutions to power optimization a ...

Core Insights - The surge in spending for artificial intelligence (AI) is driving significant interest in data centers, which have been transitioning from local servers to centralized facilities for over two decades [2][3] - Digital Realty Trust is a major player in the data center market, benefiting from the ongoing investment in AI infrastructure [3][5] Company Overview - Digital Realty Trust has been operating in the data center sector for more than 20 years and is one of the largest publicly traded real estate investment trusts (REITs) [2][3] - The company acquires, develops, and operates data center properties, renting out capacity to a diverse range of tenants, including major AI companies like Meta Platforms and Oracle [5][6] Market Trends - The demand for data center investments is expected to remain strong in the near future, with trillions of dollars projected to flow into the sector over the next five years [6][8] - Despite the hype surrounding AI, Digital Realty has not increased its dividend in several years, a decision made to maintain financial flexibility amid rising costs [6][7] Financial Performance - Digital Realty's annualized dividend is $4.88 per share, which is well supported by management's estimated funds from operations (FFO) of $7.15 to $7.25 per share for 2025 [7]

Group 1: Hong Kong and China Market Focus - The resilience of non-US exports is expected to support mainland foreign trade data, with a forecasted year-on-year growth of 4.5% for exports and 3.5% for imports in October 2025 [19][20]. - The meeting between the Chinese and US leaders is anticipated to ease uncertainties, positively impacting risk appetite for Hong Kong stocks, particularly benefiting companies like Tencent Holdings and Alibaba [22][23]. - The iShares Hang Seng Tech ETF is highlighted as a vehicle to capture opportunities in technology-related Hong Kong stocks [26]. Group 2: US Market Focus - Federal Reserve Chair Powell has downplayed the expectations for a rate cut in December, with market implied probabilities dropping from 85% to around 70% [34]. - The divergence within the FOMC regarding interest rate decisions indicates a complex economic outlook, with expectations for a potential 25 basis points cut in December still on the table [33][34]. - Companies like Digital Realty and Cameco are identified as key players, with Digital Realty benefiting from AI-driven demand and Cameco positioned to capitalize on nuclear energy expansion [44]. Group 3: Malaysia Market Focus - New agreements are expected to reduce uncertainties in trade with the US, providing a more supportive macro environment for companies like Petronas and the broader Malaysian economy [49][50]. - The iShares MSCI Malaysia ETF is noted as a means to invest in Malaysian equities, reflecting the positive outlook for the market [49].

Group 1 - NVIDIA Corporation continues to show strong performance, driven by demand for AI and gaming technologies [1] - Digital Realty Trust Inc is focusing on expanding its data center capabilities to meet increasing cloud demand [1] - Vertiv Holdings Co is enhancing its product offerings to support the growing need for reliable power solutions in data centers [1] Group 2 - Constellation Energy Corp is investing in renewable energy projects to align with sustainability goals and regulatory requirements [1] - The overall market analysis indicates a positive outlook for technology and energy sectors, highlighting potential investment opportunities [1]

Core Insights - The article emphasizes the growing investment opportunities in artificial intelligence (AI), with global spending projected to reach $375 billion in 2023 and $600 billion by 2026 [1][2] - It suggests that investing in AI encompasses a broader range of sectors beyond just technology hardware, including infrastructure like HVAC and power supplies [2] - Digital Realty Trust is highlighted as a potential investment opportunity within the AI space, being a data center REIT that supports major tech companies [3][4] Company Overview - Digital Realty Trust operates over 300 data centers across more than 50 metropolitan areas, serving clients such as Microsoft, Amazon Web Services, Google Cloud, and Nvidia [4] - The company currently has approximately 2.8 gigawatts of computing capacity, with plans to expand by an additional 750 megawatts [5] - Digital Realty has the potential to develop up to 7.5 gigawatts of computing capacity, with 4.5 gigawatts located in North and South America [5] Financial Performance - In the third quarter, Digital Realty reported revenue of $1.57 billion, an increase from $1.43 billion year-over-year, and net income rose to $57.6 million from $41 million [7] - The company has a backlog of $852 million in data center revenue, with over 50% of bookings related to AI [8] - Digital Realty is committing over $900 million to capital expenditures to enhance data center capacity and has raised its full-year guidance by $75 million for the third consecutive quarter [9] Investment Appeal - As a REIT, Digital Realty is required to distribute at least 90% of its taxable net income as dividends, making it attractive for income-focused investors [10] - The current dividend payout is $4.88 per share, yielding 2.9%, which is competitive for a stock in the AI sector [10] - Despite a 3% decline in stock performance in 2025, the combination of growth potential and income generation positions Digital Realty favorably for future investment [11]