Digital Realty
Digital Realty is a leader in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Crusoe Energy, Vertiv, Schneider Electric. Its key customers include CoreWeave, Oracle, Equinix.
Global data-center REIT; major hyperscale and AI capacity provider.
- Ticker
- NYSE: DLR
- Headquarters
- United States
- Revenue
- $6.1B (FY2025) · +10.0% YoY
- Net income
- $1.3B
- Operating margin
- 10.8%
- Market position
- leader
- Value-chain segment
- Data Center REITs
- Key products
- PlatformDIGITAL data-center colocation, Hyperscale build-to-suit campuses, ServiceFabric interconnection, Powered shell data centers, Digital Realty AI-ready campuses
About Digital Realty
Digital Realty, headquartered in United States, operates in the Data Center REITs segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include PlatformDIGITAL data-center colocation, Hyperscale build-to-suit campuses, ServiceFabric interconnection, Powered shell data centers, Digital Realty AI-ready campuses. wafergraph maps 10 tracked suppliers and 7 tracked customers for Digital Realty across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it.
Role in the chain
Digital Realty is a market leader in AI & Data Center (Data Center REITs), headquartered in United States. Global data-center REIT; major hyperscale and AI capacity provider.
Diligence questions
- The dataset records 10 tracked suppliers for Digital Realty. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 3 of Digital Realty's tracked suppliers are a monopoly or leader (including Delta Electronics, Schneider Electric, Vertiv). Which of those are actually single-source for the process step you care about?
- The dataset names 7 tracked customers for Digital Realty. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- Digital Realty is positioned as a leader in AI & Data Center. How replaceable is this vendor on the process step you are buying?
- Digital Realty is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- Digital Realty trades as NYSE:DLR. What does the latest reported period say about capacity and backlog versus the graph position above?
Key products
- PlatformDIGITAL data-center colocation
- Hyperscale build-to-suit campuses
- ServiceFabric interconnection
- Powered shell data centers
- Digital Realty AI-ready campuses
Suppliers
Customers
More AI & Data Center companies
Compare with
Equinix · American Tower · Iron Mountain · GDS Holdings · Keppel DC REIT · Munters Group
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “Digital Realty — supply chain, financials & market position”, https://wafergraph.com/company/digital_realty (data as of 2026-09-05).
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