Keppel DC REIT

Keppel DC REIT is a niche in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in SINGAPORE, SG. Its key suppliers include Vertiv, Schneider Electric, Eaton. Its key customers include Amazon (Annapurna Labs), Microsoft, Alphabet (Google).

Asia-Pacific data-center REIT.

Ticker
SGX: AJBU
Headquarters
SINGAPORE, SG
Revenue
$347M (FY2025) · +42.2% YoY
Net income
$337M
Operating margin
81.7%
Market position
niche
Value-chain segment
Data Center Operators (Colo), Data Center REITs
Key products
colocation data centers, shell-and-core data centers

About Keppel DC REIT

Keppel DC REIT, headquartered in Singapore, operates in the Data Center Operators (Colo) and Data Center REITs segments of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include colocation data centers, shell-and-core data centers. wafergraph maps 4 tracked suppliers and 5 tracked customers for Keppel DC REIT across the value chain. It has a supply-chain criticality score of 6/100, with 19 companies downstream of it.

Role in the chain

Keppel DC REIT is a market niche in AI & Data Center (Data Center Operators (Colo)), headquartered in Singapore. Asia-Pacific data-center REIT.

Diligence questions

  1. The dataset records 4 tracked suppliers for Keppel DC REIT. 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?
  2. 3 of Keppel DC REIT'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?
  3. The dataset names 5 tracked customers for Keppel DC REIT. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Keppel DC REIT is headquartered in Singapore. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. Keppel DC REIT trades as SGX:AJBU. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Keppel DC REIT

Key products

  • colocation data centers
  • shell-and-core data centers

Suppliers

Customers

More AI & Data Center companies

Compare with

Equinix · NTT · American Tower · Digital Realty · Iron Mountain · IREN

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Keppel DC REIT — supply chain, financials & market position”, https://wafergraph.com/company/keppel_dc (data as of 2026-09-05).

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