Digital Realty Trust

DLR reports total operating revenues of $1,338,723K for Q1 FY2023 (three months ended March 31, 2023). Revenue grew ~12% Y/Y reflecting Teraco consolidation and organic growth. No AI-specific revenue disclosure in the 10-Q filing. The extracted text contains financial statements only -- no MD&A discussion of AI demand drivers. By Q1 2023, ChatGPT had triggered significant interest in AI infrastructure among hyperscalers, but DLR's revenue base consists of long-term leases that turn over slowly. New AI-purposed leases signed in this period would represent a small fraction of total revenue. Incrementing to 3% to reflect growing AI-driven demand in new bookings beginning to flow into revenue. Math: $1,338,723K x 3.0% = ~$40,162K estimated AI-attributable revenue.