Can Digital Realty Trust (DLR) Justify Its Valuation After The Blackfuel AI Deal?

Digital Realty Trust (DLR) is back in focus after Blackfuel chose the group’s Barcelona BCN1 facility as the base for a liquid-cooled AI inference platform built on Dell and AMD hardware. For context, Digital Realty Trust’s latest share price of US$184.65 comes after a 2.66% 1-day share price return and a 4.58% 7-day share price return, even though the 30-day share price return declined 1.99%. That short-term wobble sits against a 19.11% year-to-date share price return and a 3-year total...