文章核心观点 - 数据中心需要支持大量加速器GPU以支持超智能应用的兴起 [4][5] - 公司正在从云数据中心提供商向AI工厂转型 [4][5] - 公司正在利用资本轻资产的方式来应对AI部署的挑战和投资需求 [18][19][20][26] 行业和公司分析 行业分析 - 根据Gartner预测,2023年AI驱动的数据中心支出将增长10%,2024年将进一步增长 [6] - 与云计算不同,AI部署对数据中心的要求有所不同,需要更加靠近用户和云提供商 [7] - 一些地区的电力限制和供应链瓶颈给数据中心建设带来挑战 [8] 公司分析 - 公司拥有20多年的行业经验,与主要云服务商和大客户建立了良好关系 [8] - 公司可利用既有的电力和土地资源,具备快速建设AI数据中心的能力 [9] - 公司正在采取资本轻资产的策略,通过合资等方式来降低债务和风险 [19][20][26] - 公司有望从AI部署中获得更高的收益,未来2年FFO有望增长78% [10][13][14][15][16] - 公司有望在下一季度的财报中超出市场预期 [17]

Digital Realty Trust has outperformed in a tough environment for real estate. Will it keep it up?It wasn't that long ago when investors basically left Digital Realty Trust (DLR -3.39%) for dead. High-profile short-seller Jim Chanos called the major data center real estate investment trusts (REITs) his "big short" idea in 2022 -- but he didn't anticipate the coming artificial intelligence (AI) explosion.What a difference a couple of years make. Digital Realty is one of the best-performing real estate investm ...

Investors should look for top-quality stocks for the remainder of the year.With plenty of uncertainties, a nearing presidential election, geopolitical issues, and a lack of a clear economic trajectory, you want to make sure the stock you’re jumping into is top-quality and fundamentally solid. Look at artificial intelligence stocks, like Nvidia (NASDAQ:NVDA), for example.For one, AI could be worth $1.81 trillion by 2030, according to Grand View Research. Two, according to Goldman Sachs, big tech companies – ...

To capitalize digital transformations, Digital Realty (DLR) recently announced the acquisition of a colocation data center in the Slough Trading Estate for $200 million.The purchase signifies the company's entry into the west London submarket and enhances current colocation services in the City and Docklands. It comes as a part of the DLR’s efforts to improve its global data center platform, PlatformDIGITAL.The campus boasts two separate data centers with a combined capacity of 15 megawatts, superior connec ...

AUSTIN, Texas, July 10, 2024 /PRNewswire/ -- Digital Realty (NYSE: DLR), the leading global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, today announced the acquisition of a highly connected colocation data center in the Slough Trading Estate for $200 million. The acquisition marks the company's entry into the west London submarket and complements existing colocation capabilities in the City and Docklands.The newly acquired campus features two individual dat ...

Recent top stock upgrades from Wall Street analysts can often mean compelling long-term opportunities. When a widely-followed analyst raises the rating or price target on a company, investors pay attention. Such upgrades are usually based on a favorable change in the underlying business, an improving growth outlook or an attractive valuation. Academic research indicates that positive analyst recommendations can significantly influence stock performance, generating abnormal returns that exceed the market ave ...

Loading... Loading... Goldman Sachs analyst James Schneider initiated coverage on Digital Realty Trust, Inc. DLR with a Buy rating and a price target of $175. The analyst says he observes robust secular demand trends, propelled by AI and hyperscaler demand, alongside favorable cyclical supply conditions driven by utility and construction capacity constraints. Although the company was heavily leveraged for much of 2023, the analyst believes its improved capital position following the Blackstone Inc. BX joint ...

AUSTIN, Texas, July 1, 2024 /PRNewswire/ -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, announced today that it will release financial results for the second quarter of 2024 after the market closes on Thursday, July 25, 2024. The company will host a conference call to discuss these results at 5:00 p.m. ET / 4:00 p.m. CT on Thursday, July 25, 2024. To participate in the live call, investors are invited to dial + ...

The artificial intelligence (AI) story shows no signs of cooling, creating big opportunities for top AI stocks to buy. For one, according to Grand View Research, the global AI boom could grow from about $137 billion in 2022 to more than $1.81 trillion by 2030. Two, companies like Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) have reportedly earmarked $40 billion for investments in AI-related and data center projects all over the world. Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) says it will spend over $100 bil ...

Digital Realty Trust Inc (NYSE:DLR) is up nearly 2% before the opening bell, after JPMorgan Securities upgraded the real estate investment trust (REIT) to "overweight" from "neutral." The analyst in coverage also lifted its price target from $150 to $175 -- a 17.7% premium to last night's close -- noting artificial intelligence (AI) advancement and cloud growth could benefit the REIT stock. Coming into today, Digital Realty Trust stock boasted a 35.7% year-over-year lead and a 10.5% gain. Despite that, nine ...