Power 表示 AI 需求正从大型训练部署扩展到企业、推理和新地区，增强了 Digital Realty 的竞争地位。

我们持续看到，人工智能的益处远不止于大规模训练部署，还延伸到企业应用、推理工作负载、连接丰富的环境和新的地区。我们相信这种不断拓宽的需求结构进一步增强了 Digital Realty 的竞争地位和长期增长前景。

原文 (en)

We continue to see the benefits of artificial intelligence extending well beyond large-scale training deployments and into enterprise adoption, inference workloads, connectivity-rich environments and new geographies. We believe this broadening demand profile further strengthens Digital Realty's competitive position and long-term growth outlook.

Power 指出数据中心容量交付日益困难，有利于经验丰富且资本雄厚的开发商。

尽管 AI 推动了前所未有的需求，但交付这些容量变得越来越困难。如今客户越来越认可经验丰富的合作伙伴的价值，这些伙伴具备大规模交付和运营关键基础设施所需的技术与工程能力、开发经验和财务实力。

原文 (en)

While AI is driving unprecedented levels of demand, delivering that capacity has become increasingly challenging. Customers today increasingly recognize the value of experienced partners with the technological and engineering capabilities, development expertise and financial position required to deliver and operate critical infrastructure at scale.

Power 认为多数新进入者缺乏服务超大规模客户的规模和资金，这对 Digital Realty 有利。

尽管超大规模数据中心领域出现了新进入者，但大多数缺乏规模、资产负债表实力或资金来源，无法满足当今超大规模客户所需的体量。

原文 (en)

While newer entrants to the hyperscale data center field have emerged, most lack the scale, balance sheet strength or funding sources necessary to pursue opportunities at the scale required by hyperscale customers today.

Power 称智能体 AI 工作负载需要靠近用户和云区域的算力，推动对互联站点的需求。

AI 智能体和编程工作负载每个任务会进行多次往返，将算力部署在靠近终端用户和云区域的位置可提升性能并支持区域内数据处理。

原文 (en)

AI agent and coding workloads make many round trips per task, placing capacity close to end users and cloud zones improves performance and supports in-region data handling.

Power 表示公司签署了电费用户保护承诺，居民和小企业不应承担数据中心电网成本。

我们还签署了《纳税人电费保护承诺》，承诺为满足新增数据中心需求所需的基础设施成本不应由居民用户和小企业承担。

原文 (en)

We have also signed the Ratepayer Protection Pledge, reflecting our commitment that the cost of infrastructure required to serve new data center demand should not be borne by residential customers and small businesses.