Digital Realty Trust announced a $373 million supply capacity agreement with Schneider Electric on November 19, 2025. The contract gives Digital Realty guaranteed access to Schneider’s uninterruptible power supply (UPS) systems, low‑voltage switchgear (LVS), and pre‑fabricated skids, creating a reliable pipeline for the components that power its data centers.
The agreement covers a broad range of power and infrastructure products that are essential for high‑density, AI‑ready workloads. By locking in capacity for UPS units, LVS modules, and modular skids, Digital Realty can reduce the risk of supply‑chain bottlenecks and accelerate deployment timelines for new and existing facilities.
Strategically, the deal supports Digital Realty’s PlatformDIGITAL expansion, which aims to deliver a globally connected, scalable foundation for enterprises to deploy digital infrastructure. The partnership addresses a critical constraint in the data‑center market—power availability—by ensuring that the company can meet the growing demand for AI and high‑performance computing workloads that require substantial power and cooling resources.
From a business perspective, the agreement is expected to strengthen Digital Realty’s competitive position in key metropolitan markets. Guaranteed capacity and economies of scale should lower procurement costs, improve operational efficiency, and enable the company to offer more attractive terms to hyperscale and enterprise customers. The partnership also positions Digital Realty to respond quickly to market shifts, reducing the lead time for new projects and mitigating the impact of global supply‑chain disruptions.
While the announcement does not include direct quotes from executives, the strategic alignment between Digital Realty’s platform goals and Schneider Electric’s expertise in power and cooling solutions underscores a shared focus on delivering resilient, high‑density data‑center environments. The deal reflects Digital Realty’s broader strategy of securing critical infrastructure components to support its growth trajectory in a market where power constraints are a key competitive differentiator.
Overall, the $373 million agreement represents a significant operational milestone that enhances Digital Realty’s ability to scale its PlatformDIGITAL footprint, meet the rising demand for AI‑ready capacity, and maintain a resilient supply chain for essential power components.
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