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17:00
Apr 23 ◎
Andy Power President and CEO, Digital Realty Trust, Inc. DLR Q1 FY26 call
Digital Realty signed the largest lease in its history — a 200MW AI inference deal with an AA-rated hyperscaler in Charlotte, and immediately started a second 200MW building on the same campus. — This validates the hub-expansion strategy and signals that hyperscale AI inference demand is moving into production at scale, intensifying competition for land, power, and construction in secondary markets.
EQIX
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About EQIX Analyst Coverage

Buzzberg tracks EQIX (Equinix, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Andy Power.