DLR vs EQIX: Digital Realty and Equinix as AI Stocks
Digital Realty (DLR) and Equinix (EQIX) are both tracked in the Supercycle AI universe. EQIX is the larger company at $102.39B versus $68.53B, and DLR carries the higher AI Exposure Score (60 vs 55, Strategic tier), meaning its business depends more directly on AI demand.
Market data as of the close on . Prices are end of day, not live.
Side by side
| Metric | DLR | EQIX |
|---|---|---|
| Price | $181.45 | $1,037.66 |
| Market cap | $68.53B | $102.39B |
| 24h change | -2.62% | -1.85% |
| 7d change | +1.22% | +3.05% |
| 1y change | +8.52% | +34.20% |
| P/E ratio | 89.0 | 66.6 |
| AI Exposure Score | 60 (Strategic) | 55 (Strategic) |
| Sector | Real Estate | Real Estate |
| Buildout layers | Data Centers & Hardware | Data Centers & Hardware |
DLR's role in the buildout
Digital Realty sits in the Data Centers & Hardware layer of the AI buildout. It supplies the physical space, power, and cooling that AI training and inference workloads run inside. AI leasing has become a primary driver of its bookings and its development pipeline, layered on top of a large legacy colocation base. That mix earns it an AI Exposure Score of 60 out of 100 on Supercycle.
EQIX's role in the buildout
Equinix sits in the Data Centers & Hardware layer of the buildout. Its interconnected colocation facilities host the enterprises and cloud providers deploying AI, and its xScale campuses are purpose-built for AI and cloud capacity. AI-driven demand for power and space is a rising growth driver layered on a large existing colocation base, which earns it an AI Exposure Score of 55 out of 100 on Supercycle.
Both stocks sit in Data Centers & Hardware, so they compete for the same slice of AI spending.
Frequently asked questions
Is DLR or EQIX the bigger company?
Equinix is bigger: $102.39B versus $68.53B by market cap, as of the latest end-of-day data.
Which has more AI exposure, DLR or EQIX?
Digital Realty does: its AI Exposure Score is 60 (Strategic tier) versus 55 (Strategic). The score measures how much of the business depends on AI, not which stock is the better investment.
Build your own comparison of any tracked stocks with the compare tool, or see how the layers fit together in the Start Here guide. Nothing here is investment advice; see the disclaimer.