Digital Realty says agentic AI drives record interconnection demand
The data center operator reports record small-deployment and interconnection activity from agentic AI, with tightening power supporting renewal pricing; figures await earnings verification.
Digital Realty CFO Matt Mercier told an RBC communications infrastructure session, as reported by MarketBeat, that agentic AI is expanding demand for interconnected data center capacity, with the company's 0-1 MW business setting records for three consecutive quarters.
Deployments that historically averaged 300 kilowatts or less increasingly exceed 500 kilowatts to 1 megawatt, and renewal spreads on contracts larger than 1 megawatt now top 60%, per Mercier. The company operates 3 gigawatts of capacity with 1.4 gigawatts under development, and says securing power is becoming increasingly difficult.
These figures are the company's own remarks at an investor session, relayed by media with no transcript available; they should be checked against upcoming earnings.