Digital Realty Trust Inc Stock Forum

This venture is primed to tap into the increasing data center demand by cloud-computing companies and AI growth. It plans to allay concerns on power, land, and water use with cooling systems not requiring water.

Digital Realty's resolution with Cyxtera is seen as strategic, boosting its financial position and ability to provide sustainable value to stakeholders, says CIO Greg Wright.

CEO Andy Power credits accelerating same-capital cash NOI growth to de-leveraging and reinvestment. Company's same-capital net operating income growth outlook for 2023 updated to 6.0%-7.0%, up from 4.0%-5.0%.

AI Demand is Here, but Largely Accruing to Private Players - We've tracked >50 MWs of AI leasing in Q2 from smaller GPU-based platforms like CoreWeave, Denvr Dataworks and Lambda Labs. There are also multiple 100-200 MW hyperscale requirements in the market, signifying demand remains very strong. Over the next 5 years, we estimate GPU deployments could equate to 1.5-2.0 GWs of annual demand, or 25-50% of total industry leasing for the third-party market (in addition to hyp...