Side-by-side comparison of AI visibility scores, market position, and capabilities
Global data center REIT with 300+ facilities in 25+ countries; AI infrastructure surge driving record hyperscaler demand; power availability is key competitive moat; $5.5B FY2024 revenue.
Digital Realty Trust is one of the world's largest data center real estate investment trusts (REITs), founded in 2004 and headquartered in San Francisco, California, trading on NYSE (DLR). The company owns, operates, and develops data centers across 50+ metropolitan markets in 25+ countries, managing over 300 facilities and more than 35 million rentable square feet of critical digital infrastructure. For FY2024, Digital Realty generated approximately $5.5 billion in revenues under CEO Andy Power, who succeeded Bill Stein in 2023, with the company experiencing its strongest demand environment in history driven by hyperscaler and AI infrastructure buildouts from Microsoft, Meta, Google, Amazon, and major cloud and enterprise customers requiring massive compute capacity for AI training and inference workloads.
NYSE-listed (NOW) enterprise workflow platform at $10.98B revenue serving 85% of Fortune 500; ITSM and AI automation competing with Atlassian and Microsoft for enterprise service management consolidation.
ServiceNow is a Santa Clara, California-based enterprise cloud platform — listed on NYSE (NYSE: NOW) — providing IT service management (ITSM), IT operations management (ITOM), customer service management, HR service delivery, security operations, and business process automation across enterprise departments through a unified platform that enables organizations to digitalize and automate workflows at scale. Founded in 2004 by Fred Luddy and generating $10.98 billion in subscription revenue in fiscal year 2024 with 8,100+ enterprise customers including 85% of the Fortune 500 (Apple, Amazon, Nike, Goldman Sachs), ServiceNow is the fastest enterprise software company to reach $10 billion in revenue.
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