Digital Realty vs Stack Infrastructure: Colocation & wholesale compared

November 2026 edition · assessment by Frontier Tech Intelligence

Digital Realty ranks 46 on the AI Infra 100 with a score of 90; Stack Infrastructure ranks 84 with 85. Digital Realty is ahead on progress and positioning. Level on deployment, production, commercials, technology, firepower and leverage. Digital Realty is based in Austin, United States, Stack Infrastructure in Denver, United States. Digital Realty is named in 26 signals and Stack Infrastructure in 2.

Digital Realty →

Austin, Texas, United States · AI Core · Data center build & operate / Colocation & wholesale · digitalrealty.com

Digital Realty owns and operates data centers worldwide and sells colocation, wholesale capacity and interconnection services, including leases to hyperscale customers.

AI Infra 100 · rank 46 · score 90

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress10
Technology6
Positioning10
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

The second-largest data-center REIT and the largest hyperscale developer among the public operators, financing gigawatt campuses through private-capital joint ventures; a direct read on hyperscaler leasing.

Latest signals

  • JAXA launched the MMX mission to Mars’ moon Phobos aboard an H3-24L rocket.Raumfahrer.net
  • The JAXA MMX mission carries the Idefix rover contributed by CNES and DLR.Raumfahrer.net
  • Orca Computing deployed its PT-3 photonic quantum system at Digital Realty’s LHR19 data center.Data Center Dynamics

26 signals name Digital Realty.

Facts, with sources

  • >500mrss.golem.de — 2026-09-19
  • DLR's MAPHEUS-17 suborbital mission scheduled for launchrss.golem.de — 2026-09-19
  • Thales Alenia Space assembled a European consortium for the EROSS SC spacecraftThales Alenia Space

14 facts on file.

Stack Infrastructure →

Denver, Colorado, United States · AI Core · Data center build & operate / Colocation & wholesale · stackinfra.com

STACK Infrastructure develops and operates large data center campuses and leases wholesale colocation capacity, and partners with Amazon.

AI Infra 100 · rank 84 · score 85

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress8
Technology6
Positioning8
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

Blue Owl-owned (via IPI Partners) global hyperscale developer delivering the 1 GW-plus Stargate campus in Doña Ana County, New Mexico for Oracle, and financing 250 MW Melbourne and Tokyo campuses with multi-billion bank loans.

Latest signals

  • Box explores agent integration via Stack Infrastructure and cloud tags as a form factor for workplace AI.Sequoia Capital
  • Bloom and Oracle expanded their partnership to power Project Jupiter with up to 2.45 GW of fuel cell capacity.Bloom Energy

2 signals name Stack Infrastructure.

Facts, with sources

  • >500mSequoia Capital — 2026-09-15
  • Admin plugin for ChatGPT Work and CodexOpenAI
  • OpenAI IT teamOpenAI

8 facts on file.

More comparisons

Questions this page answers

Digital Realty or Stack Infrastructure: which is ahead in ai core?

Digital Realty ranks 46 on the AI Infra 100 with a score of 90; Stack Infrastructure ranks 84 with 85. Digital Realty is ahead on progress and positioning. Level on deployment, production, commercials, technology, firepower and leverage. Digital Realty is based in Austin, United States, Stack Infrastructure in Denver, United States. Digital Realty is named in 26 signals and Stack Infrastructure in 2.

How do Digital Realty and Stack Infrastructure compare?

Digital Realty ranks 46 on the AI Infra 100 with a score of 90; Stack Infrastructure ranks 84 with 85. Digital Realty is ahead on progress and positioning. Level on deployment, production, commercials, technology, firepower and leverage. Digital Realty is based in Austin, United States, Stack Infrastructure in Denver, United States. Digital Realty is named in 26 signals and Stack Infrastructure in 2. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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