Digital Realty Trust (DLR) Investor presentation summary

Global platform and scale

• Operates over 300 data centers across 55+ metros, serving 5,500+ customers and supporting 234,500+ cross connects worldwide.

• Total IT capacity is approximately 9 GW, with 6 GW in place and 3 GW in future development.

• Geographically diversified revenue base: 52% North America, 30% Europe, 10% APAC, 5% Latin America, 5% Africa.

• Future development capacity exceeds 6 GW, with 1.2 GW under construction as of March 2026.

Competitive advantages and technology

• Proprietary ServiceFabric® platform enables seamless connectivity to cloud, service providers, and networks.

• Deep relationships with hyperscale customers and local governments support supply chain, power procurement, and incentives.

• Modular designs support advanced cooling for high-density AI and HPC workloads, with average rack density rising from 7 kW (2021) to 27 kW (2025).

• Innovation Lab provides AI-ready infrastructure for testing, benchmarking, and hybrid cloud design across global locations.

Market trends and demand drivers

• AI, cloud, and enterprise digital transformation are driving next-generation data center demand.

• AI inference workloads are projected to overtake training by 2027, with 2.7x overall data center demand growth by 2030.

• Demand for both large-scale and smaller, low-latency deployments is increasing globally.