ENTITY · digital_realty
Digital RealtyDLR
United States·data center reit·leader·$67.3B mkt cap
Global data-center REIT; major hyperscale and AI capacity provider.
WATCH · 40–69
44/100 illustrative
Underwriting Thesis
WATCH — Digital Realty: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in data center reit. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration51
Sole-Source Dependence76
Sanctions Exposure0
Downstream Criticality48
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MDigital Realty → CoreWeave → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 4
- VertivUnited StatesDOMESTIC
- Schneider ElectricFranceALLIED
- EatonIrelandALLIED
- Delta ElectronicsTaiwanCHOKEPOINT
Key Customers · downstream · 6
- CoreWeaveUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC