Stack L1
Digital Realty
Largest colo REIT riding record $800M+ AI-driven signed-not-commenced leasing backlog
HQ US
Recent Business Signals
Aug 4, 2026
news_mention
The AI Buildout Runs on Power and Cooling. Bitzero Just Deepened Its Bench With Vertiv. - TradingView The AI Buildout Runs on Power and Cooling. Bitzero Just Deepened Its Bench With Vertiv. TradingView
source: gnews-digital-realty
Aug 4, 2026
news_mention
The AI Buildout Runs on Power and Cooling. Bitzero Just Deepened Its Bench With Vertiv. - TradingView The AI Buildout Runs on Power and Cooling. Bitzero Just Deepened Its Bench With Vertiv. TradingView
source: gnews-digital-realty
Jul 31, 2026
earnings
DIGITAL REALTY TRUST, INC._June 30, 2026 0001297996 0001494877 --12-31 --12-31 2026 2026 Q2 Q2 false false 10-Q 2026-06-30 http://fasb.org/us-gaap/2026#OtherAssets http://fasb.org/us-gaap/2026#AccountsPayableAndAccruedLiabilitiesCurrentAndN…
source: sec_edgar
Jul 24, 2026
news_mention
Digital Realty Trust Jumps After Big Q2 Beat And Raised 2026 Outlook - timothysykes.com Digital Realty Trust Jumps After Big Q2 Beat And Raised 2026 Outlook timothysykes.com
source: gnews-digital-realty
Jul 24, 2026
news_mention
Digital Realty Trust (DLR) Q2 2026 Earnings: Massive EPS Beat Driven by Strong Data Center Demand - Operating Income Trends - po-news-eg.net Digital Realty Trust (DLR) Q2 2026 Earnings: Massive EPS Beat Driven by Strong Data Center Demand -…
source: gnews-digital-realty
Jul 24, 2026
news_mention
Digital Realty Trust Jumps As Q2 Beat Fuels Guidance Hike - StocksToTrade Digital Realty Trust Jumps As Q2 Beat Fuels Guidance Hike StocksToTrade
source: gnews-digital-realty
Jul 24, 2026
news_mention
Digital Realty Revenue Jumps 29% to $1.9B as Data Center Demand Drives Record FFO - MLQ.ai Digital Realty Revenue Jumps 29% to $1.9B as Data Center Demand Drives Record FFO MLQ.ai
source: gnews-digital-realty
Jul 23, 2026
news_mention
Digital Realty stock trades steadily as data center growth supports earnings - Ad-hoc-news.de Digital Realty stock trades steadily as data center growth supports earnings Ad-hoc-news.de
source: gnews-digital-realty
Jul 23, 2026
news_mention
Digital Realty trades up after strong Q2 earnings reflect robust demand (DLR:NYSE) - Seeking Alpha Digital Realty trades up after strong Q2 earnings reflect robust demand (DLR:NYSE) Seeking Alpha
source: gnews-digital-realty
Jul 23, 2026
news_mention
Digital Realty Trust (NYSE:DLR) Crushes Earnings Estimates, Soaring on Data Center Demand and Raised Guidance - ChartMill Digital Realty Trust (NYSE:DLR) Crushes Earnings Estimates, Soaring on Data Center Demand and Raised Guidance ChartMil…
source: gnews-digital-realty
Jul 21, 2026
news_mention
Digital Realty stock trades steady as data center demand supports revenue growth - Ad-hoc-news.de Digital Realty stock trades steady as data center demand supports revenue growth Ad-hoc-news.de
source: gnews-digital-realty
Jul 20, 2026
news_mention
Digital Realty Trust Q2 2026 Earnings Preview — July 23, Street Expects $0.57 EPS - AlphaStreet Digital Realty Trust Q2 2026 Earnings Preview — July 23, Street
source: gnews-digital-realty
Jul 18, 2026
news_mention
Digital Realty stock trades steadily as data center demand supports revenue growth - ad-hoc-news.de Digital Realty stock trades steadily as data center demand supports revenue growth ad-hoc-news.de
source: gnews-digital-realty
Jul 17, 2026
news_mention
Best Data Center REITs for 2026 and How to Invest - The Motley Fool Best Data Center REITs for 2026 and How to Invest The Motley Fool
source: gnews-digital-realty
Jul 17, 2026
news_mention
Digital Realty stock holds steady as report metrics stay in focus - ad-hoc-news.de Digital Realty stock holds steady as report metrics stay in focus ad-hoc-news.de
source: gnews-digital-realty
Jul 15, 2026
news_mention
Digital Realty stock holds steady as data-center demand supports long-term growth - Ad-hoc-news.de Digital Realty stock holds steady as data-center demand supports long-term growth Ad-hoc-news.de
source: gnews-digital-realty
Jul 13, 2026
news_mention
BTIG names top data center REITs as AI demand surges - Investing.com BTIG names top data center REITs as AI demand surges Investing.com
source: gnews-digital-realty
Jul 13, 2026
news_mention
BTIG names top data center REITs as AI demand surges - Investing.com UK BTIG names top data center REITs as AI demand surges Investing.com UK
source: gnews-digital-realty
Jul 12, 2026
news_mention
Digital Realty stock reflects a steady data center demand outlook - ad-hoc-news.de Digital Realty stock reflects a steady data center demand outlook ad-hoc-news.de
source: gnews-digital-realty
Jul 3, 2026
news_mention
Is Digital Realty Trust Stock Worth Retaining in Your Portfolio? - TradingView Is Digital Realty Trust Stock Worth Retaining in Your Portfolio? TradingView
source: gnews-digital-realty
Funding & valuation history
Jul 1, 2026 · sec_edgar
Digital Realty Trust, Inc. completed the acquisition of all of Blackstone Inc.'s interests in the Digital Carver Dulles 9 and Digital Carver Brickyard joint ventures on June 30, 2026.
Jun 29, 2026 · sec_edgar
Digital Realty Trust, Inc. raised approximately $1.2 billion in net proceeds by selling 6,158,839 shares of common stock through its at-the-market equity program between April 29 and June 29, 2026.
Jun 29, 2026 · sec_edgar
Digital Realty Trust, L.P. acquired 1,440 acres of land for development near Kansas City for $377.6 million in cash and 517,475 common units of partnership interest.
Jun 29, 2026 · sec_edgar
Digital Realty Trust, Inc. agreed to acquire an additional 16% interest in its Teraco joint venture by issuing 3,425,031 shares of common stock, increasing its stake to 77%.
Jun 29, 2026 · sec_edgar
Digital Realty Trust, Inc. agreed to acquire Blackstone's 64% interests in the Digital Carver Dulles 9 and Digital Carver Brickyard joint ventures, including three hyperscale data centers with 288 MW capacity, for $1.231 billion in cash and non-voting common stock valued at $2.346 billion.
Jun 22, 2026 · sec_edgar
Digital Realty entered into an agreement to acquire Columbia Capital for an initial $45 million in cash and 2,337,036 shares of common stock, with up to an additional $290 million contingent on performance milestones.
Jun 22, 2026 · sec_edgar
Digital Realty agreed to acquire an additional 16% interest in its Teraco joint venture for 3,425,031 shares of common stock, valued at approximately $644.4 million, increasing its total interest to 77%.
Mar 30, 2026 · funding-research
Digital Realty held the final close of its inaugural U.S. Hyperscale Data Center Fund at its $3.25 billion hard cap, backed by global institutional investors including public pensions, sovereign wealth funds, endowments and family offices, with Eastdil Secured and PJT Park Hill Group as placement agents.
Mar 30, 2026 · funding-research
Digital Realty closed its inaugural U.S. Hyperscale Data Center Fund at $3.25 billion in equity commitments from global institutional investors including public pensions, sovereign wealth funds, endowments, and insurance companies, supporting over $10 billion of new hyperscale investment.
Strategic Position
What they do best
Converting multi-megawatt hyperscale/AI demand into a contracted pipeline, evidenced by the $800M+ signed-not-commenced backlog in signal b7af412b.
Their bet
PlatformDIGITAL power-shell builds plus 2026 hiring in grid interconnect, medium-voltage switchgear and liquid cooling bet that power access and CDU-ready halls, not space, win AI tenants.
Top risk
Grid interconnection/utility delays (Feb 2026 interconnection-manager hire) could stall the $800M+ backlog converting to commenced revenue; falsifiable if H2-2026 commenced leases stall.
Compared to peers
Direct competitor
Equinix
Equinix earns higher revenue-per-MW via interconnect density; DLR competes on raw hyperscale footprint and power-shell scale.
Substitute
Compass Datacenters
Compass offers single-tenant build-to-suit 50-200 MW campuses, substituting for DLR's multi-tenant fabric when a hyperscaler wants dedicated capacity.
Why someone would join
- 1.Backlog of $800M+ annualized signed-not-commenced rent (signal b7af412b) plus 2026 hires for medium-voltage switchgear and grid interconnection means years of real construction, not slideware.
- 2.Two consecutive ~$1.5B quarters with $1.87 Core FFO/share and raised FY2025 guidance (signals 3bc9cb33, 797fc204) fund the liquid-cooling/CDU buildout behind the May 2026 mechanical-engineer role.
Recent Hiring (60 days)
No specialty signals in the last 60 days.