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.
Zerto delivers continuous data protection and disaster recovery for virtualized and cloud workloads, enabling near-zero RPO recovery as a Hewlett Packard Enterprise product.
Zerto is a continuous data protection and disaster recovery platform that uses journal-based replication to capture every write operation to protected virtual machines and cloud workloads, maintaining a rolling recovery journal that enables point-in-time recovery to any second within the journal window rather than only to the most recent backup snapshot. This approach collapses the recovery point objective for protected workloads to near-zero — seconds rather than hours — fundamentally changing the data protection economics for organizations whose business-critical applications cannot tolerate the data loss that snapshot-based backup schedules produce. The platform's continuous replication engine operates at the hypervisor level without agents in protected VMs, capturing changes with minimal performance impact while maintaining the journal that enables granular recovery point selection.
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