Digital Realty Trust

DLR

Market cap $64.5B

Digital Realty Trust, Inc. (DLR) Presents at Nareit REITweek: 2026 Investor Conference Transcript

Digital Realty's cloud and AI-fueled demand, record bookings and $1.8B backlog boost growth prospects as it expands capacity worldwide.

The smartest technology analyst you've probably never heard of just published a presentation that reframes the entire AI investment thesis — and if you're still thinking about this as a software story, you're already behind.

Smart money is piling into data centers and senior housing. One top activist REIT investor is making contrarian bets. INVH and NHI could be overlooked beneficiaries.

Investor interest in the AI space continues to grow, with many focusing on AI infrastructure plays to meet the increasing demand for data centers or on semiconductor stocks building the components necessary for AI platforms to function. One potentially overlooked area that is vital to AI but not directly related to the technology itself is land.

Let me take you back to April 2001 for a second. Because that year brought a key turning point for income investors.

Thirty-three US REITs utilized their at-the-market (ATM) offering programs during the recent quarter, raising $4.15 billion in aggregate proceeds. Healthcare REIT Welltower Inc. raised the most capital during the first quarter, selling nearly 7.7 million shares of common stock through its ATM program for $1.56 billion in gross proceeds. In the aggregate, healthcare REITs raised $2.67 billion through their ATM programs during the first quarter, the most of any property sector. The data center REIT sector was next with $875.0 million.

Achieves 93% Global Renewable Energy Coverage in 2025, up 18% Over Prior Year Achieves 93% Global Renewable Energy Coverage in 2025, up 18% Over Prior Year

LONDON & AUSTIN, Texas--(BUSINESS WIRE)-- #AI--ORCA Computing a leading quantum computing company, announced today its participation in the newly launched Digital Realty Innovation Lab (DRIL) in London, a next-generation infrastructure testing environment developed by Digital Realty, the world's largest cloud-and carrier-neutral data center provider. The DRIL enables customers to test emerging AI and quantum technologies in live operational conditions before full-scale deployment, helping reduce risk.

Digital Realty opens its first Barcelona data center, BCN1, boosting Mediterranean connectivity and supporting AI and cloud infrastructure growth.