Is Digital Realty’s Lisbon Subsea Hub Expansion Reshaping The Investment Case For Digital Realty Trust (DLR)?

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Digital Realty (DLR) has expanded its presence into Lisbon, Portugal, by acquiring a data center near major subsea cable landings. This move strengthens the company’s Iberian digital corridor and aims to meet the growing demand for AI-driven, low-latency infrastructure, further reinforcing its existing growth thesis. While this expansion offers interconnected, AI-ready data center demand, investors should note the continued risk of heavy capital needs which could pressure future profitability.

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