Erik Rasmussen (Stifel)

Focus Areas6 topics

Cloud & AI1Pricing1Innovation & R&D1Demand1Guidance Reliability1Macroeconomic1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

DLRDigital Realty2 quarters

2026 Q1

Maybe you could just comment on the economics that you're seeing with AI deals versus prior hyperscale deals?

2024 Q4

what are some of the factors that maybe could derail this thesis as you think about some of the things that might impact the business

Guidance ReliabilityMacroeconomicView in transcript →

EQIXEquinix1 quarter

2026 Q1

can you give us a sense of where customer demand is for liquid cooling activity today