$DLR

Equinix (EQIX), Digital Realty (DLR), and Iron Mountain (IRM) are benefiting from AI and cloud demand for data centers. EQIX reported Q2 2026 revenue growth of 16.4% YoY and raised 2026 AFFO guidance. DLR signed a record hyperscale lease and expects double-digit Core FFO growth. IRM grew data center revenue by 39% and increased its dividend. All three offer moderate yields and dividend growth potential, but face risks like high capital expenditures and debt levels.

Digital Realty, a $67B data center company, is offering $1,000 annual credits to De Soto, Kansas residents for 10 years, totaling $20M. The project aims to create 250 permanent jobs and thousands of construction jobs, benefiting local suppliers and contractors.

Digital Realty plans a $1B-$3B data center campus in Kokomo, Indiana, on a 476-acre site. The project, expected to create thousands of jobs and generate $44M-$55M in annual property tax revenue, faces local opposition but has city council approval. Digital Realty addresses concerns about noise and water usage, and will pay for infrastructure upgrades. The project may take 4-6 years to complete.

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Blackstone joined a $2B equity round for Australian AI firm Firmus, valuing it at over $10.5B. Blackstone also led a $10B debt facility for Firmus. Firmus raised over $3B in equity funding in the past year. Blackstone's Digital Infrastructure Trust (BXDC) IPO raised $2B. Blackstone is selling its stake in three data centers to Digital Realty for $3.5B.

A U.S. Senate probe found that AI data center developers, including Amazon, Google, Meta, Microsoft, CoreWeave, Digital Realty, and Equinix, may have misled the public about job creation and tax benefits. The investigation revealed that large data centers create few permanent jobs and secure significant tax breaks, raising concerns about economic benefits. Senators criticized the lack of transparency and accountability from these companies.

Digital Realty (DLR) issued €1B in green senior notes due 2036, priced at 99.289% of par. Proceeds (~€985.8M) will fund green projects, repay debt, or acquire properties. DLR has a Buy rating with a $225 target, but Spark rates it Neutral due to valuation and technical concerns.

DIGITAL REALTY TRUST, INC. (DLR) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01. Entry into a Material Definitive Agreement. On October 9, 2026, Digital Euro Finco, LLC, a wholly owned indirect finance subsidiary of the operating partnership, issued and sold €1,000,000,000 aggregate principal amount of 5.125% Guaranteed Notes due 2036 denominated i

Digital Realty began constructing KIX15, a 24MW data center in Osaka, Japan, via its joint venture with Mitsubishi. Scheduled for 2028, it will be the fifth at the KIX Campus, expanding MCDR's Japan portfolio to 10 centers with 220MW capacity. The facility supports AI infrastructure and hybrid cooling, serving hyperscalers and cloud providers.

Singapore passed a law setting binding efficiency and clean energy standards for data centres with a critical IT load of at least 3 MW. Operators must meet energy and water efficiency requirements, with penalties for non-compliance. The law affects operators like Digital Realty, Equinix, Keppel Data Centres, and ST Telemedia Global Data Centres, which committed to green energy targets in recent tenders.