AI's Hidden Winners — The New Energy Rush: Jon Erlichman [BNN Bloomberg (Canada)]
Digital Realty Trust, Inc. (DLR)
Last digital realty trust, inc. earnings: 2/13 04:50 pm
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Source: BNN Bloomberg
As data centers expand and computing demand grows, investors are starting to look at the less obvious winners of the AI boom. That is, the companies that generate, move and support the energy needed to keep those servers running. In other words, the picks and shovels of the AI gold rush. That was the focus of our latest conversation on Ticker Take with Matt Sallee, head of investments at Tortoise Capital. His view is that AI is triggering a multi-year energy and infrastructure build out, creating opportunities beyond the usual headline tech names. Why AI is becoming an energy story Training and running large AI models uses a lot of power. Data centers already consume roughly two percent of global electricity, and that number is set to rise as AI adoption grows. The challenge isn't just producing enough power, it's getting it where it's needed, upgrading grids, building pipelines, boosting cooling capacity and constructing the infrastructure that keeps modern data centers ru
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News
- Digital Realty Trust (NYSE:DLR) was given a new $188.00 price target on by analysts at The Goldman Sachs Group, Inc..MarketBeat
- Digital Realty Trust (NYSE:DLR) had its price target lowered by analysts at Jefferies Financial Group Inc. from $206.00 to $184.00. They now have a "buy" rating on the stock.MarketBeat
- Digital Realty: The Company Is Safer Than Its Credit Rating Suggests [Seeking Alpha]Seeking Alpha
- Racks of AI chips are too damn heavy [Verge, The]Verge, The
- Digital Realty Appoints Stephen Bolze to Board of Directors [Yahoo! Finance]Yahoo! Finance
DLR
Earnings
- 10/23/25 - Miss
DLR
Sec Filings
- 12/15/25 - Form 8-K
- 12/1/25 - Form 4
- 12/1/25 - Form 144
- DLR's page on the SEC website