8Mon
Relatively obvious to me - $DLR
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8Mon
@KevinC is indeed obvious - but would they have to buy the buildings first or not? If, for example, Microsoft commissions the construction of a data center, do they retain ownership of the building or do they have it managed externally, e.g. by $DLR as the property owner, and pay rent?
I haven't thought about that yet 😅
I haven't thought about that yet 😅
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8Mon
@KevinC Who are Digital Realty's customers? I think those who have the expertise will build their own data centers. Only public authorities or old economy companies are likely to rent such facilities
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8Mon
@Soprano including aws, Nvidia, Microsoft, Google, HP, IBM, Oracle, ...
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8Mon
@KevinC So I would doubt that without a source. The big players like Microsoft and AWS don't pay rent for data centers, but have them custom-built. I have not yet been able to find out whether $DLR also offers this. I have found AT&T and Reliance Industries as verifiable customers, for example, but none of the major cloud providers. On the contrary, Digital Reality uses their services and sells them to customers.
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8Mon
@Soprano Just take a look at the IR, where everything is presented in a shareholder-friendly way?
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8Mon
@KevinC Yes, all the companies mentioned are listed as "partners" - but not as customers. Although IBM (second largest) and Oracle (fourth largest) really are customers. Plus all the telecom providers, JP Morgan and Meta.
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