Accessibility StatementSkip Navigation LAS VEGAS, Nov. 19, 2025 /PRNewswire/ -- Schneider Electric, a global energy technology leader, today announced that Digital Realty, (NYSE: DLR) the leading global provider of carrier-neutral data center, colocation, and interconnection solutions, has signed a $373 million Supply Capacity Agreement (SCA) for Uninterruptible Power Supply (UPS), Low Voltage Switchgear (LVS), and Pre-Fabricated Skids. The announcement was unveiled at Schneider Electric's Innovation Summi ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Digital Realty Trust Inc. (NYSE:DLR) is a real estate investment trust that owns, operates, and develops data centers, providing colocation and interconnection solutions for a variety of industries. It will report its Q4 2025 earnings on Feb. 12. Wall Street analysts expect the company to post EPS of $0.90, down from $1.73 in the prior-year period. According to data from Benzinga Pro, quarterly revenue is ...

Digital Realty Trust, Inc. (NYSE:DLR) ranks among the best sustainability stocks to invest in. Freedom Capital Markets maintained its Buy rating on Digital Realty Trust, Inc. (NYSE:DLR) and increased its price objective from $198 to $205 on October 27 following the company’s third-quarter 2025 results. For the third consecutive quarter, the data center REIT upped its full-year projection after outperforming consensus estimates. In the reported quarter, Digital Realty Trust’s signed total bookings were ex ...

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 ...

Core Insights - The current hype surrounding artificial intelligence (AI) is reminiscent of past trends in crypto, cannabis, and 3D printing, where many become instant experts without deep understanding [2][3] - KKR emphasizes that while there may be bubbles in certain AI-related sectors, the infrastructure needed for AI is a multi-trillion-dollar opportunity that will grow over decades [6][7] Infrastructure and Investment Opportunities - The capital committed to AI-related infrastructure is approximately 5% of U.S. GDP and is growing at high single- to low double-digit rates, with global data-center capital expenditure needs approaching several trillion dollars by the end of the decade [7][8] - The current AI expansion is compared to historical industrial revolutions, with the primary bottleneck being power, land, and infrastructure rather than capital [8][9] Key Players in the AI Buildout - **Digital Realty Trust (NYSE: DLR)**: A leading global data-center platform with the necessary scale, land, and connectivity to support AI tenants, ensuring long-term contracts with strong customers [18][19] - **NRG Energy (NYSE: NRG)**: Positioned to benefit from the demand for firm power as data centers require significant electricity to operate [22] - **Prologis (NYSE: PLD)**: A logistics REIT that is also a major landholder with zoning and power access ideal for data-center development, already controlling suitable sites [23][24] - **Quanta Services (NYSE: PWR)**: Focused on rebuilding the U.S. grid infrastructure, essential for supporting the growing demand for AI and data centers [26] Long-term Perspective - The AI revolution will be defined by the foundational infrastructure rather than the flashy applications, with capital flowing into the companies that build, power, and connect these facilities [27][28]

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]