Core Insights - Meta Platforms has launched Meta Compute, a significant initiative aimed at enhancing its AI infrastructure and data centers, indicating that AI is now a central element of its long-term strategy [1] Industry Overview - Gartner forecasts a 9.8% increase in global IT spending by 2026, surpassing $6 trillion, with a notable portion dedicated to AI and cloud infrastructure [2] - The data center solutions market is expected to grow at a 19.7% compound annual growth rate (CAGR) from 2025 to 2030, increasing from approximately $448.95 billion to about $1.11 trillion, highlighting the rapid expansion of compute infrastructure [2] Company Performance - Meta Platforms has an equity value of around $1.6 trillion and offers a forward annual dividend of $2.10, yielding 0.33% [4] - As of January 14, META shares were priced around $616, with a year-to-date return of -7% but a 52-week gain of 4% [4] - The company has a trailing price-to-earnings (P/E) multiple of 22, compared to a sector median of 14, and a forward P/E of 21 against 16, indicating a premium on Meta's earnings potential as it invests in AI infrastructure [5] Financial Results - In the latest quarter, Meta reported an adjusted diluted EPS of $7.25, exceeding the consensus estimate of $6.61 by nearly 10%, suggesting strong core business performance despite a weaker GAAP headline number due to a one-time non-cash income tax charge of $15.93 billion [6]

Core Viewpoint - Digital Realty, the largest global provider of cloud- and carrier-neutral data center solutions, is set to release its financial results for Q4 2025 on February 5, 2026, after market close [1] Group 1: Financial Results Announcement - The financial results for the fourth quarter of 2025 will be released after the market closes on February 5, 2026 [1] - A conference call to discuss these results will take place at 5:00 p.m. ET / 4:00 p.m. CT on the same day [1] Group 2: Webcast Information - A live webcast of the conference call will be available on the Investors section of Digital Realty's website [2] - The webcast will be archived until February 5, 2027, with a replay available shortly after the live event concludes [2] Group 3: Company Overview - Digital Realty provides a full spectrum of data center, colocation, and interconnection solutions, connecting companies and data [3] - The company's global data center platform, PlatformDIGITAL®, offers a secure data meeting place and a proven methodology for managing Data Gravity challenges [3] - Digital Realty operates over 300 facilities in more than 50 metropolitan areas across 25+ countries on six continents [3]