Digital Realty Can Benefit From Ramping AI Workloads, but Retail Transition Is Still in Process

Digital Realty is shifting from a wholesale provider of data center space for the largest clients to a more diversified co-location business serving a wide range of customers. It offers space, power, and connectivity within its data centers. The move to attract more and smaller customers will help it benefit more directly from the growing cloud adoption and trends such as increasing data usage and expanding artificial intelligence workflows.