Friday, September 11, 2026
AI 인프라 · 뉴스 & 분석
데이터센터리포트
데이터센터 · 리포트

Digital Realty는 AI 기반 컬로케이션 수요 급증에 대응하기 위해 싱가포르 캠퍼스 규모를 확대하고 있다.

시그널은 하이퍼스케일러와 뉴클라우드의 1등급 아시아 허브에 대한 수요가 지속되며, 동남아시아의 고출력 랙 재고가 긴박해지고 있다고 밝혔다.
업계 전문지Slicast · September 9, 2026 · 미국 · 출처: TradingView
중요도 70

Digital Realty (DLR) is strengthening its presence in Singapore after being selected under the country’s second Data Center Call for Application. The company received a provisional allocation of 50 megawatts of capacity to develop a new data center at Jurong Town Corporation’s low-carbon data center park on Jurong Island. The planned facility will expand Digital Realty’s Singapore platform with AI-ready and sustainability-focused infrastructure.

Singapore has been a key market for Digital Realty since 2010 and currently houses its regional headquarters, Global Command Center, and three operational data centers with roughly 84 MW of combined capacity. The Jurong Island project will become the company’s fourth data center in the country. Once operational, the new facility will enhance Digital Realty’s ability to support rising demand for artificial intelligence inference, high-performance computing, and enterprise digital workloads across the Asia-Pacific region.

Growing adoption of cloud services, digital platforms, and enterprise data processing is driving demand for additional digital infrastructure. Artificial intelligence is accelerating this momentum as enterprises increasingly require infrastructure located closer to users and corporate data. Once live, the new data center will connect customers with Digital Realty’s global PlatformDIGITAL ecosystem and expand its interconnected Singapore campus through ServiceFabric, supporting connectivity and workload deployment across multiple sites.

Digital Realty appears well positioned to benefit from the continued expansion of AI, cloud computing, and enterprise digital workloads. The planned addition of 50 MW of capacity in Singapore strengthens its presence in a strategically important Asia-Pacific market. The company’s established Singapore operations, global PlatformDIGITAL ecosystem, and expanding interconnected campus reinforce its competitive position, supporting long-term growth opportunities. Over the past three months, shares of this Zacks Rank #2 (Buy) company have gained 1.9%, outperforming the industry’s decline of 2.2%.

Other top-ranked stocks from the broader REIT sector include Lamar Advertising (LAMR) and OUTFRONT Media (OUT), each carrying a Zacks Rank of 2. The Zacks Consensus Estimate for LAMR’s 2026 funds from operations (FFO) per share stands at $8.93, indicating year-over-year growth of 8.1%. For OUT, the consensus estimate for 2026 FFO per share has moved 3.4% upward over the past month to $2.32, projecting a 16.6% year-over-year increase. Note that all earnings-related figures in this analysis represent FFO, a widely used metric to gauge the performance of REITs.

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Free stock analysis reports are available for Digital Realty Trust, Inc. (DLR), Lamar Advertising Company (LAMR), and OUTFRONT Media Inc. (OUT). This article was originally published on Zacks Investment Research (zacks.com).

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