Digital Realty CEO says AI slowdown pledges do not halt demand for data center capacity

Digital Realty's CEO Andrew Power stated that the recent slowdown pledges from major AI companies do not signify a halt in AI development, emphasizing continued demand for data center capacity driven by cloud computing and digital transformation.

US · 2026-09-15

Digital Realty CEO says AI slowdown pledges do not halt data center demand. Cost tailwind for US SMEs reliant on cloud services: steady or rising hosting and SaaS costs, with no near-term relief from digital infrastructure pricing. Named: companies Digital Realty Trust, Inc., EQUINIX INC; sectors Cloud Computing, Data Centers.

1. Step 1 · The triggerAI companies' slowdown pledges do not halt model development, so demand for compute and storage remains strong
2. Step 2 · Knock-onData center operators like Digital Realty and Equinix continue to see high leasing and utilization rates, keeping cloud infrastructure costs elevated
3. Step 3 · Reaches youUS SMEs reliant on cloud services face steady or rising hosting and SaaS costs, with no near-term relief from digital infrastructure pricing

The trigger is reported by the source below. The steps that follow are Branch²’s traced reasoning — how the shock could reach a business like yours, not a prediction.

Source: CNBC Business

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