Digital Realty supply chain risk
As of 2026-09-05, Digital Realty depends on 10 tracked suppliers headquartered in 6 countries (4 of them in the United States). 3 of those suppliers hold a monopoly or leader position in their own segment, led by Schneider Electric, Delta Electronics and Vertiv. Digital Realty itself carries a supply-chain criticality score of 81/100, with 235 tracked companies downstream of it.
Data as of 2026-09-05 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100
Dominant and single-source suppliers
- Schneider Electric — leader in Power & Cooling, France
- Delta Electronics — leader in Power & Cooling, Taiwan
- Vertiv — leader in Power & Cooling, United States
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- United States — 4 suppliers (40%)
- Taiwan — 2 suppliers (20%)
- France — 1 supplier (10%)
- Ireland — 1 supplier (10%)
- Sweden — 1 supplier (10%)
- Denmark — 1 supplier (10%)
All 10 tracked suppliers
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| Schneider Electric | Power & Cooling | leader | France | 91/100 |
| Delta Electronics | Power & Cooling | leader | Taiwan | 91/100 |
| Vertiv | Power & Cooling | leader | United States | 91/100 |
| Eaton | Power & Cooling | major | Ireland | 76/100 |
| nVent Electrical | Power & Cooling | major | United States | 68/100 |
| Lite-On Technology | Power & Cooling | major | Taiwan | 68/100 |
| Crusoe Energy | GPU Clouds (Neoclouds) | challenger | United States | 57/100 |
| Munters Group | Power & Cooling | niche | Sweden | 50/100 |
| Asetek | Power & Cooling | niche | Denmark | 50/100 |
| Soluna Holdings | Data Center Operators (Colo) | niche | United States | 50/100 |
Downstream exposure
- Criticality score: 81/100
- Companies downstream of Digital Realty: 235
- Tracked market cap downstream (priced companies only): $34.61T across 149 priced companies
Cite as: wafergraph, “Digital Realty supply chain risk — 10 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/digital_realty (data as of 2026-09-05).
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