Follow Digital Realty to never miss an important update.
Digital Realty is partnering with Blackfuel to bring a dedicated artificial intelligence platform to its BCN1 facility in Barcelona. The setup uses advanced cooling and the company’s ServiceFabric network, which allows different computer systems to talk to each other securely without using the public internet.
This matters because AI chips generate far more heat than traditional servers and require specialized power and cooling setups. By offering these high-density racks as a ready-to-use service, Digital Realty is making it easier for companies to run AI models in its facilities rather than just renting empty space. It shows the company is moving beyond being a simple landlord and toward providing the specific technical environment that AI companies are willing to pay a premium for.
Source: GlobeNewsWire
A survey conducted by the company across major Asian markets found that more than half of businesses plan to increase their spending on artificial intelligence by at least 25 percent. The report highlighted different priorities across the region, with Singapore focusing on building out infrastructure and South Korea prioritizing the high-speed connections between data centers. This is a positive sign for the company because it owns and operates the physical data centers these businesses need to house their AI hardware. As companies in these markets move from planning to building, they will likely need to rent more of the high-power space that the company provides.
Source: GlobeNewsWire
Redburn Partners set its price target for the stock at $227. This is roughly in line with the broader group of analysts who follow the company, who have an average price target of about $222. While this target is higher than where the stock currently trades, it is a routine update from a single firm and does not reflect a change in their overall rating. It suggests that analysts generally expect the stock to rise from its current level of about $182 as the company continues to build out its data center pipeline.
Source: Redburn Partners
Digital Realty is building a new cable landing station in Los Angeles to strengthen the connection between its data centers and subsea cables that carry internet traffic across the Pacific Ocean. These stations act as the physical gateways where international fiber-optic cables meet land-based networks.
By owning the point where these cables arrive, the company makes its nearby data centers more valuable to customers who need fast, direct links to Asia. This move helps protect its position as a central hub for global data traffic at a time when AI and cloud services are driving a need for faster international connections.
Source: GlobeNewsWire
Digital Realty is teaming up with AXG to offer private infrastructure-as-a-service across its global data center network. This setup allows service providers and system integrators to build dedicated AI and cloud environments for their own clients in more than 30 countries.
This is a smart move because it helps Digital Realty fill its data centers with a wider variety of customers. By making it easier for smaller service providers to offer high-end AI tools, the company reduces its reliance on just a few massive tech giants and makes its global platform more useful to the broader corporate market.
Source: PRNewsWire
Management has consistently outpaced its own forecasts over the last year, suggesting the business is growing faster than even the leaders running it can fully capture in their projections.
| Expectation | |
|---|---|
| EPS | $0.52 |
| Revenue | $1.75B |
Follow Digital Realty to get the latest and most important updates.
Follow DLR