Digital Realty
DLRpublicBackers
No backer on file. That means no tracked fund's portfolio or Form D names this company — not that it is unbacked.
Thesis
Hyperscale colo REIT; benefiting from power-constrained markets.
Risk: Hyperscaler concentration is the core risk: a handful of buyers set pricing, and any capex pause hits backlog-driven valuations hard.
Contracts as provider
1 disclosure| Filed | Customer | Kind | Site | MW | GPUs | Term | Total | Status | Source |
|---|---|---|---|---|---|---|---|---|---|
| Jul 23, 2026 | Undisclosed | Colocation lease | — | — | — | — | — | Definitiveverified | 8-K |
excerptIn July, signed two hyperscale leases, representing $410 million of annualized GAAP base rent at 100% share, or $205 million at Digital Realty's shareReport an issue with this row | |||||||||
Contracts as customer
1 disclosure · 2.00 GW| Filed | Provider | Kind | Site | MW | GPUs | Term | Total | Status | Source |
|---|---|---|---|---|---|---|---|---|---|
| Jun 22, 2026 | local utility | Power supply | Astra Enterprise Park, De Soto, Kansas | 2.00 GW | — | — | — | Definitiveverified | 8-K |
excerptTo support development of the site, Digital Realty has entered into an Energy Service Agreement with the local utility to provide 600 megawatts of utility power by early 2028, rising to two gigawatts at full delivery.Report an issue with this row | |||||||||
Signals
30 most recentApr 23, 2026FilingDigital Realty 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
Feb 5, 2026FilingDigital Realty 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
Nov 20, 2025FilingDigital Realty 8-K — Material agreement · Debt obligation · Financial statements / exhibits8-K
Nov 12, 2025FilingDigital Realty 8-K — Reg FD disclosure · Other event · Financial statements / exhibits8-K
Oct 23, 2025FilingDigital Realty 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
Jul 24, 2025FilingDigital Realty 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
Jun 25, 2025FilingDigital Realty 8-K — Material agreement · Debt obligation · Financial statements / exhibits8-K
Jun 17, 2025FilingDigital Realty 8-K — Reg FD disclosure · Other event · Financial statements / exhibits8-K
Apr 24, 2025FilingDigital Realty 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
Feb 13, 2025FilingDigital Realty 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
Jan 14, 2025FilingDigital Realty 8-K — Material agreement · Debt obligation · Financial statements / exhibits8-K
Jan 7, 2025FilingDigital Realty 8-K — Reg FD disclosure · Other event · Financial statements / exhibits8-K
Nov 12, 2024FilingDigital Realty 8-K — Material agreement · Debt obligation · Unregistered equity sale · Financial statements / exhibits8-K
Oct 24, 2024FilingDigital Realty 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
Sep 13, 2024FilingDigital Realty 8-K — Material agreement · Debt obligation · Financial statements / exhibits8-K