Digital Realty

DLRpublic
infrastructureUSdigitalrealty.com$189.50

Backers

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
FiledCustomerKindSiteMWGPUsTermTotalStatusSource
Jul 23, 2026UndisclosedColocation lease—————Definitiveverified8-K
excerpt
In July, signed two hyperscale leases, representing $410 million of annualized GAAP base rent at 100% share, or $205 million at Digital Realty's share
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Contracts as customer

1 disclosure · 2.00 GW
FiledProviderKindSiteMWGPUsTermTotalStatusSource
Jun 22, 2026local utilityPower supplyAstra Enterprise Park, De Soto, Kansas2.00 GW———Definitiveverified8-K
excerpt
To 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.
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Signals

30 most recent