Sectivia

Digital Realtyvs.Super Micro

DLR vs SMCI · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Digital Realty is about 3.5× larger than Super Micro by market cap; Super Micro trades at the lower P/E (14.8 vs 46.8); year to date, Digital Realty leads (+16.6% vs −3.3%).

Side by side

DLRSMCI
Market cap$64.5B$18.5B
Price$180.41$28.31
Today+0.6%+0.2%
Return YTD+16.6%−3.3%
Return 1Y+5.8%−43.8%
P/E46.814.8
P/S10.20.5
P/B2.82.4

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

Digital RealtyDLR

NYSE · USA

Global data center REIT that owns and operates data centers for hyperscalers and enterprises — from large wholesale halls to interconnection.

Data center REITCritical infrastructure
Full DLR profile →

Super MicroSMCI

NASDAQ · USA

Fast-growing AI server manufacturer focused on liquid cooling and short lead times from new GPU to finished rack.

AI serversData center exposure
Full SMCI profile →

More comparisons in Data centers

See where DLR and SMCI sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →