Digital Realty Trust
DLRQ3 2022(DLR Q2 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$536.3M
AI Revenue (Q)
$22.8M
Total Revenue (Q)
$1.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
DLR reports total operating revenues of $1,139,322K for Q2 FY2022 (three months ended June 30, 2022). No AI-specific revenue disclosure exists in the 10-Q filing. The filing contains only financial statements, balance sheet data, and equity roll-forward -- no MD&A text discussing AI demand or customer workload mix is present in the extracted text. AI data center demand remained nascent in mid-2022. The installed lease base was overwhelmingly traditional IT workloads. Maintaining conservative 2% estimate. Math: $1,139,322K x 2.0% = ~$22,786K estimated AI-attributable revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total operating revenues $1,139,322 (three months ended June 30, 2022)
10-Q for period ending June 30, 2022, Condensed Consolidated Income Statements
AI Products Identified (Ring 1)
High-density data center leases for AI/ML training clustersHyperscaler colocation for GPU deployments
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Enterprise colocation and interconnectionTraditional cloud hosting leasesContent delivery and network hub facilities
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix