COMPANIES · DATA CENTERS

Digital Realty

Owns and operates data centers globally, leasing space and power to cloud, enterprise and AI customers.

InfrastructureData centers
What it does

Owns and operates data centers globally, leasing space and power to cloud, enterprise and AI customers.

Why it matters

As AI workloads outgrow existing facilities, large data-center landlords like Digital Realty are building and leasing the physical capacity that AI compute runs inside.

How it makes money

Leases data-center space, power capacity and interconnection services to tenants.

Geography

United States

AI stack position

Data centers and physical infrastructure. The buildings, land, cooling systems, backup power and electrical equipment that physically house AI computing. Every AI model has to run somewhere — these companies build and operate the real-world facilities that make that possible.

Competitors

Connections (4)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (3)

Schneider Electric supplies power equipment to Digital Realty
SuppliesCurrent
Schneider Electric and Digital Realty signed a $373 million supply capacity agreement under which Schneider will provide uninterruptible power supplies, low-voltage switchgear and pre-fabricated power skids to meet Digital Realty's AI-driven data center demand.

Source: 2025-11-19 · reviewed 2026-09-20

Evidence: Primary-source statement · Supply agreement signed November 2025

Limits: Contract value and equipment categories are as announced; does not establish delivery timeline, volumes actually shipped, or that this covers Digital Realty's entire global footprint (Digital Realty uses multiple vendors).

Schneider Electric and Digital Realty Announce $373M Supply Capacity Agreement to Meet Rising Data Center Demand ↗
Digital Realty provides interconnection infrastructure to Microsoft
Provides infrastructure toCurrent
Digital Realty deployed Microsoft Azure ExpressRoute cloud on-ramps in Atlanta, Brussels and Vienna (bringing its total to 15 such on-ramp locations globally), announced April 24, 2025, enabling customers private dedicated connections to Azure.

Source: 2025-04-24 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Describes interconnection infrastructure only; does not establish revenue, exclusivity, or volume of Azure traffic carried.

Digital Realty Deploys Three Microsoft Azure ExpressRoute Cloud On-Ramps ↗
Digital Realty hosts Oracle AI infrastructure for Oracle
Partners withCurrent
Digital Realty and Oracle expanded their collaboration for Oracle to deploy GPU-based AI infrastructure within a dedicated Digital Realty data center in Northern Virginia, building on an existing OCI FastConnect interconnection partnership spanning 11 global points of presence.

Source: 2024-05-02 · reviewed 2026-09-20

Evidence: Primary-source statement · Reported operating collaboration as of May 2024

Limits: Describes a facility deployment and interconnection collaboration; does not establish contract value, GPU capacity delivered, or exclusivity.

Digital Realty and Oracle Further Strengthen Collaboration to Enable the Next Generation of Cloud Native and AI Enterprise Workloads ↗

Comparisons (1)

Equinix competes with Digital Realty
Competes withComparison only
A 2026 market report identifies Equinix and Digital Realty as the dominant players in the $46.84B (2026) US data center colocation market -- Equinix leading in retail colocation and Digital Realty in wholesale colocation -- alongside Iron Mountain, QTS and others.

Source: 2026-04-30 · reviewed 2026-09-22

Evidence: Analytical comparison · Reported operating

Limits: Reflects third-party market segmentation, not a claim by either company; does not give individual market-share percentages or imply any commercial relationship between the two.

United States Data Center Colocation Databook Report 2026: $72.37 Bn Market Led by Equinix and Digital Realty ↗
Evidence for this profile

Digital Realty company overview ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .