27 Jan 2026
Digital Realty Malaysia Strategy
Digital Realty's entry into Malaysia emphasizes an interconnection-first approach over immediate scale, signaling a shift toward node-centric investment strategies in the data center sector.
Digital Realty
Digital Realty's strategy is increasingly defined by controlling scarce, power-ready assets, evidenced by strong Q3 revenue and backlog figures that signal scarcity pricing. Financial results suggest leadership in AI infrastructure is now determined by access to power and dense interconnection, superseding mere capital expenditure totals. The company is actively expanding its footprint in established European hubs, such as the Netherlands, while also making strategic moves in emerging markets.
The company is pursuing targeted growth internationally, including a reported bid for Scandinavian operator atNorth, highlighting the demand for climate-controlled facilities supporting AI workloads. In Asia, Digital Realty is adopting node-centric investment strategies, prioritizing interconnection before massive scale, as seen in its approach to the Malaysian market. This contrasts with the region's overall massive buildout driven by sovereign capital and hyperscaler debt.
Global AI infrastructure is undergoing massive transformation, with North America seeing a $600B buildout and Asia-Pacific entering an industrial phase driven by power and policy. While hyperscalers face significant debt cycles and infrastructure funding gaps, Digital Realty appears positioned to capitalize on these market dynamics. Its operational focus is shifting toward monetizing existing scarce resources while preparing for large future campus deliveries.
Developments in India, including a major $11B AI campus investment by Digital Connexions, suggest the country is solidifying its role as a major compute hub. Digital Realty's current activities reflect a global pivot toward securing strategic locations and leveraging interconnection density to maintain leadership amid unprecedented industry-wide infrastructure scaling.
Last updated February 7, 2026
Coverage
25 Jan 2026
Asia Pacific Infrastructure
India is planning a $25 billion green gigacampus, Microsoft is increasing density in the United States, and Google is establishing an anchor presence in Thailand, all within a global context shaped by capital and power dynamics.
20 Jan 2026
APAC Industrial Phase
During the latter half of 2025, the Asia-Pacific region transitioned its artificial intelligence data center infrastructure, exceeding $150 billion, into an industrial phase dictated by the interplay of power supply, capital structure, and sovereign policies.
14 Jan 2026
MEA AI Buildout Execution
The Middle East and Africa region successfully translated artificial intelligence infrastructure ambitions into tangible execution during the second half of 2025, driven by strategic alignments of power availability, governmental policy, and sovereign capital.
8 Jan 2026
North America AI Scale
Capital flows, energy limitations, and fundamental structural changes are redefining the scale of artificial intelligence and data center infrastructure across North America, currently estimated at a six hundred billion dollar corridor buildout.
1 Dec 2025
Digital Realty Expands
Digital Realty has inaugurated its AMS11 facility, further solidifying the Netherlands' established position as a primary hub for data center activity within the broader European market.
1 Dec 2025
India AI Super-Hub
The evaluation of Digital Connexions' $11 billion investment in an artificial intelligence-native campus suggests this large-scale development could firmly establish India as the next major global compute hub.
30 Nov 2025
Leveraged AI Buildouts
The industry is entering a new phase characterized by massive leveraged buildouts, where state-backed initiatives, such as India's 2GW AI corridor, combine with hyperscaler debt cycles and OpenAI's significant infrastructure funding gap to reshape APAC compute.
28 Nov 2025
atnorth acquisition battle
Digital Realty and a consortium that includes Equinix are reportedly competing to acquire atNorth, a Scandinavian data center operator, due to the attractiveness of its climate-controlled facilities amid high demand driven by AI workloads.
18 Nov 2025
Digital Realty Scarcity Pricing
Digital Realty's robust Q3 performance, marked by high revenue and backlog figures, validates its strategy of monetizing scarce, power-ready assets and capitalizing on high-margin interconnection services while preparing for future AI campus deliveries.
18 Nov 2025
AI Infrastructure Winners
The third-quarter financial results from Equinix and Digital Realty provided definitive evidence that control over power-ready land and dense interconnection capabilities, rather than capital expenditure totals, now determines leadership in the artificial intelligence infrastructure sector.