DLRDigital Realty Trust, Inc.

“we signed the largest single lease in Digital Realty history this quarter, a 200-megawatt AI inference-oriented lease with a AA-rated hyperscaler in Charlotte.”

“we ticked up further AI being, call it, 21% in that 0-1 megawatt. And I honestly think we're just getting going here based on the actual enterprise adoption and where this could certainly take us on a broad basis.”

“nearly 80% of this volume is situated in the Americas region, reflecting the demand for AI-oriented workloads from our largest customers.”

“AI, as Andy highlighted, that's becoming an emerging part of our portfolio of conversations, north of 20% bookings for this quarter.”

“Notably, a record 21% of 0-1 megawatt bookings were AI-oriented requirements.”

“as agents come to market, it's a demand multiplier. And so that represents to us a 5x to 30x more tokens per task, and that's the fundamentals of what AI is delivering. That is going to really drive another inflection point, not just on the training to inference, but then as agents and agentics comes into the market, we're very excited about that.”

“We signed 10-plus megawatt leases in each of Dallas, Sao Paulo and Tokyo during the quarter, highlighting the accelerating pace at which large AI workloads are moving into scaled production environments and the continued global appetite for compute.”

“A global social and AI platform is expanding on PlatformDIGITAL with a new AI inference node to serve a regional customer base and also expanding edge capabilities across global metros, while deploying a new subsea cable interconnection node.”

“we also signed 10-plus megawatt leases in Dallas, in Sao Paulo, in Tokyo during the quarter, highlighting the accelerating pace at which large AI workloads are moving into scaled production environments”

“that campus will have an extension of our colo interconnect footprint, but also be priced for the hyperscale customers looking to grow their cloud availability zones through AI inference in that market.”

“A leading technology services company is leveraging PlatformDIGITAL to create a distributed inference AI-ready ecosystem to support advanced AI workloads for growing enterprise demand.”

“demand has definitely converted from pilot to production. We've seen that both in Andy's prepared remarks and just referencing the 200-megawatt build. That is inference.”

“A global biotech company is optimizing its AI infrastructure on PlatformDIGITAL to enable AI modeling, factory design and diagnostics for safety and reliability.”

“A multinational pharmaceutical company is deploying its AI infrastructure on PlatformDIGITAL to meet growing R&D, infrastructure and computing needs.”

“you're seeing AI in the tens to hundreds of megawatts, and you're seeing AI in the less than a megawatt category.”

“the economics associated with private AI, where you really start to see a change in the consumption of being able to own the infrastructure and then rent the spike, if you will, that's going to represent another material savings that what we saw with cloud and cloud hybrid kind of connectivity and multi-cloud.”

“AI, it's additive to cloud today because I think what you're realizing now is cloud is comprised of a lot of data assets and AI absolutely requires that data. So we're seeing a lot of additional demand with AI infrastructure trying to be proximate to those availability zones”

“building interconnected campuses in the right locations to support customers as their IT architectures are infused with AI-oriented workloads become more distributed, more latency sensitive and increasingly connectivity-driven.”

“particularly as AI-driven workloads move from experimentation to production.”

“AI adoption is accelerating compute intensity, cloud demand remains resilient and enterprises are continuing to embrace technology to improve productivity and efficiency across their core operations.”

“mission-critical workloads for cloud computing, for AI inference, that's what we're about.”