Data centers need more than servers and software to run the AI boom.
AI is rewriting the rent roll for a handful of landlords sitting at the center of every hyperscaler's buildout, and three of them are paying dividends right now with coverage ratios that most tech stocks cannot touch.
Digital Realty expands its AI infrastructure reach as Blackfuel deploys its inference platform at BCN1 in Barcelona with liquid cooling and private connectivity.
DLR remains a key REIT holding as strong data center demand drives robust business momentum and financial performance. DLR achieved a record $1.9 billion backlog and delivered a 25.4% cash rent bump in Q2 2026, supporting multi-year double-digit growth. Renewal activity is exceptional, with management raising guidance and targeting Core FFO per share of $8.15–$8.20.
Digital Realty Trust NYSE: DLR is seeing early signs that agentic artificial intelligence workloads are expanding demand for interconnected data center capacity, with Chief Financial Officer Matt Mercier pointing to record activity in smaller deployments, cross-connects and related connectivity products.
Digital Realty Trust, Inc. (DLR) Presents at RBC Capital Markets 2026 Global Communications and Infrastructure Conference Transcript
Three landlords collecting rent from warehouses, data centers and grocery stores are all printing record leasing numbers heading into late 2026, and the common thread behind each one reveals a demand story that goes deeper than the property type.
Digital Realty Trust, Inc. (DLR) Presents at BofA NY Global Real Estate Conference 2026 Transcript
DLR enters Turkiye with Ronesans, launching a 22MW+ Ankara campus and planning an Istanbul expansion to meet rising cloud and AI demand.
Digital Realty and Equinix, two of the largest data center REITs, saw their stocks slump after warnings over AI advancements. Digital Realty CEO Andrew Power, however, said the pledges for a slowdown by major AI players Anthropic, OpenAI and xAI do not mean "pencils down" for AI and the real estate that supports it.
Both Digital Realty and Equinix are cashing in on the AI infrastructure boom, but inside a Roth IRA, one of these data center giants quietly compounds circles around the other and it comes down to a single line on the
Digital Realty Trust, Inc. (DLR) Presents at Bank of America 2026 Media,Communications & Entertainment Conference Transcript