DIGITAL REALTY TRUST, INC.
No SEC Form 4 filings for $DLR in the last 30 days.
See all $DLR insider activity →NVIDIA (NVDA) outlined an 800 VDC power distribution architecture for AI data centers, aiming to reduce energy losses from AC-to-DC conversion. The company said it was developed with Microsoft (MSFT) and Alphabet (GOOGL) via the Open Compute Project. Eaton (ETN) and Vertiv (VRT) rose; Eaton has a $502 target from Evercore and raised 2028 EPS estimate to $20.29.
ABI Research forecasts global data center facilities will rise from 8,821 in 2026 to over 12,000 by 2035, driven by AI capacity. It projects dedicated AI data center capacity of 43.6 GW by 2031 and 94.8 GW by 2035. AWS, Meta and Microsoft lead US capacity, while Equinix, QTS, Digital Realty and CyrusOne lead colocation by active IT power.
The UK plans to triple datacentre numbers by 2030, with Slough highlighted as a major hub hosting facilities operated by Equinix, Digital Realty and Iron Mountain. The Guardian reports concerns over water and power use, local heat effects, and housing impacts. Equinix is cited at a Slough site. Water UK says forecasts exclude datacentres; Ofgem says 100 planned sites may use gas.
Over the past 7 days, alphai's AI scored 7 news stories mentioning DLR (DIGITAL REALTY TRUST, INC.). Coverage has skewed bullish: 2 bullish, 5 neutral, and 0 bearish.
Recent DLR coverage spans regulation, sector analysis and financial news.
DLR could benefit from improved utilization economics if 800 VDC enables higher-density deployments in existing facilities.
Supports the long-run colocation demand narrative, but does not disclose new DLR capex, occupancy, or contract wins.
DLR’s UK expansion narrative may face incremental risk from water and energy constraints discussed in the article.
The disclosed capex and power infrastructure plan supports DLR’s growth pipeline in Charlotte, with potential near-term sentiment lift but limited immediate earnings impact.
DLR’s public commitment reduces perceived regulatory risk for its Texas pipeline, but the broader audit could still delay projects and raise compliance costs across the sector.
alphai scores every news story that mentions DLR with an AI model for sentiment and relevance, and aggregates insider trades from DIGITAL REALTY TRUST, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
NVIDIA (NVDA) outlined an 800 VDC power distribution architecture for AI data centers, aiming to reduce energy losses from AC-to-DC conversion. The company said it was developed with Microsoft (MSFT) and Alphabet (GOOGL) via the Open Compute Project. Eaton (ETN) and Vertiv (VRT) rose; Eaton has a $502 target from Evercore and raised 2028 EPS estimate to $20.29.
7 min readABI Research forecasts global data center facilities will rise from 8,821 in 2026 to over 12,000 by 2035, driven by AI capacity. It projects dedicated AI data center capacity of 43.6 GW by 2031 and 94.8 GW by 2035. AWS, Meta and Microsoft lead US capacity, while Equinix, QTS, Digital Realty and CyrusOne lead colocation by active IT power.
7 min readThe UK plans to triple datacentre numbers by 2030, with Slough highlighted as a major hub hosting facilities operated by Equinix, Digital Realty and Iron Mountain. The Guardian reports concerns over water and power use, local heat effects, and housing impacts. Equinix is cited at a Slough site. Water UK says forecasts exclude datacentres; Ofgem says 100 planned sites may use gas.
7 min readDigital Realty Trust plans to expand near Charlotte Douglas International Airport with two 3-million-square-foot data center buildings on 156 acres, supporting up to 400 MW. It will fund a new $53.5 million substation on about 10 acres, owned and operated by Duke Energy. The project is expected to interconnect with Duke’s grid; Duke projects $3.6B in long-term bill relief over 15 years.
3 min readTexas Gov. Greg Abbott says the PUCT and ERCOT will review all large-load requests in Texas’ interconnection queue, about 474 GW pending, roughly 90% data centers, and seek disclosures on ownership, water use, infrastructure needs, and community impacts. Data center operators including Mara, Digital Realty, Skybox, and others pledged to meet Abbott’s Texas standards. BloombergNEF estimates the audit could expose 49.8 GW to delay.
7 min readTexas Governor Greg Abbott said data center firms Skybox, Digital Realty, and Mara will comply with new state standards set for electric grid protection, water reuse, neighborhood impacts, and avoiding taxpayer-funded incentives. Abbott directed PUCT and ERCOT to audit project disclosures before approvals. Amazon, Google, QTS also responded; Diode said it will not pursue a Henderson County site.
4 min readDLR Group said it acquired San Diego science and technology design firm McFarlane Architects to expand its science and tech practice and access clients in San Diego. McFarlane, founded by Neal McFarlane, serves life science and advanced manufacturing clients including Alexandria Real Estate Equities, BioMed Realty and Healthpeak. McFarlane will operate as DLR Group|McFarlane Architects.
2 min readResidents and advocates opposed a proposed Digital Realty data center at 713 Ralph David Abernathy Boulevard in Atlanta, citing environmental, health, and equity concerns. The company’s $500 million plan includes $10 million in community investment funds, which critics say is insufficient. Atlanta City Council is reviewing an amendment that could allow certain data centers near MARTA and the Beltline.
6 min readDigital Realty Trust (DLR) reported Q2 2026 results with sales of $1,145.94M and revenue of $1,924.04M, while net income and EPS from continuing operations fell year over year. The company raised full-year 2026 guidance to $6.85B-$6.95B revenue and $3.10-$3.15 diluted EPS. Shares fell about 5.3% after the update.
5 min readDigital Realty said it acquired 1,440 acres of powered land in the Kansas City metro to develop up to 2 gigawatts of data center power capacity, with 600 MW secured for 2028 delivery. Company executives cited strong customer demand and plans for a major campus in De Soto, Kansas. Analysts discussed Kansas City’s potential to rise among top U.S. markets.
4 min read
