Digital Realty CEO: We're seeing incremental strong demand backdrop

Demand & Growth - Digital Realty is experiencing strong demand driven by cloud computing, enterprise colocation, hybrid IT, and increasingly AI, across various regions [3] - The company has prepared for this increased demand with 5 gigawatts of land shells and data centers under construction [4] - Digital Realty signed a record 90 million in enterprise colo interconnection, 18% higher than the previous record, adding 139 new customers to the existing 5,000 [8] - The company signed its largest lease with a top hyperscale customer, nearly 100MW of growth [8] - Digital Realty beat expectations and raised its guidance, aiming for mid to high single-digit compounding growth for several years [9] Strategy & Operations - Digital Realty focuses on long-term sustainable growth, building campuses and extending its growth runway [8][18] - The company is pre-leasing data center capacity ahead of delivery, with the quantity of pre-leasing serving as an indicator of future demand [6] - Digital Realty operates in 50 metropolitan areas across six continents, focusing on major metros with robust and diverse demand and barriers to supply [10] - The company emphasizes proximity to GDP and eyeballs, working with local communities and utilities to expedite power delivery [16] Power & Sustainability - Digital Realty is working with utility partners to expedite transmission and increase power to its sites [15] - The company is pursuing power purchase agreements with true additionality and reports that 75% of its global power, nearly 3 gigawatts, is green and sustainable [17]