Digital RealtyDLR

NYSE · USA · Segment 4 of 8 in the AI & digital infrastructure value chain: Data centers

Owns and runs data centres as a REIT, from wholesale halls let to hyperscalers down to smaller colocation space.

Data centers: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Key metrics

Market cap

$73.4B

Price

$188.55

Today

−1.1%

Return YTD

+23.2%

Return 1Y

+16.4%

P/E

91.9

P/S

10.8

P/B

2.7

Data as of 2026-08-25 · updates daily after U.S. close

Theme exposure

Data center REITCritical infrastructureData center capacityHyperscaler demandAI infrastructure

In the value chain

Products & services

Wholesale data centers
Colocation
PlatformDIGITAL

Competitors

Equinix
CyrusOne (private)
Hyperscalers' own data centers

Risks

Interest rate levels (REIT)
Power availability
Capital requirements

Supply chain

Supplies →

MicrosoftMSFT

← Suppliers

VertivVRT Modine ManufacturingMOD Comfort Systems USAFIX EMCOR GroupEME Carrier GlobalCARR HPEHPE

Full supply chain for DLR →

Same segment: Data centers

CiscoCSCO Dell TechnologiesDELL Arista NetworksANET AmphenolAPH EquinixEQIX HPEHPE CoherentCOHR CienaCIEN

Compare DLR

DLR vs CSCO DLR vs DELL DLR vs ANET DLR vs APH DLR vs EQIX DLR vs HPE

See where Digital Realty sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.Open the AI value chain →