Company
Digital Realty Trust is a global REIT that owns and operates data centers and colocation facilities, leasing capacity to cloud, enterprise, and AI customers.
Senators Warren, Van Hollen and Blumenthal's October 9 report says seven data-center builders drained billions from state and local budgets through tax breaks. It turns the subsidies that help pay for the AI buildout into a political question.
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A $150M Series A backed by Nvidia, Siemens, RWE and 12 Fortune Global 500 investors bets that curtailable data centres get grid access the rest of the queue has to wait for.
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Andrew Power told CNBC that cloud and enterprise demand has outrun supply in his markets for years. The $3 trillion real-estate forecast investors are leaning on comes from JLL, a firm paid to broker that space.
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The AI Energy Management Alliance wants ride-through and curtailment obligations agreed before a facility connects, and it wants regulators to hand the customers who accept them a faster interconnection pathway.
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Nikkei says the Japanese insurer expects spreads above 2% on US project-finance lending that includes data-center construction. The 2 trillion yen is announced capacity across all infrastructure, with no developer named.
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Housing Assembly and the UK nonprofit Foxglove challenged two proposed Equinix facilities in Cape Town in August, and they have asked the South African Human Rights Commission to halt hyperscale expansion countrywide.
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Digital Realty, CoreSite, DataBank and Colovore have filed construction calendars with Texas licensing regulators for new buildings around Dallas and Austin. The earliest of the four is due to finish in December 2028.
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The $130 million round is all primary equity at an estimated $1 billion valuation, so roughly 13 percent of the company changed hands, and the recurring revenue it is priced against is described only as tens of millions of dollars.
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Larry Ellison has skipped Oracle's earnings calls this year and is off next month's keynote billing. The product his successors have to explain is separated EU regions and borrowed data centre capacity.
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The six asset managers that signed August memoranda for more than $500 billion of AI infrastructure capital still need loan documents that can value a rack of chips a successor part may supersede in 18 months.
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The colocation incumbent is now worth $100bn, roughly 47% more than Digital Realty, on the strength of an Nvidia and Together AI inference program that does not open until the first quarter of 2027 and whose invoices Together sends.
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Digital Realty, Equinix, Keppel and STT GDC each get 50MW on Jurong Island. Half the load must run on low-carbon energy, and liquid cooling is part of the deal.
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