AI data center infrastructure development

What happened: Digital Realty (DLR) launched ServiceFabric MCP on June 17, a new AI-native infrastructure control platform. Anthropic, an AI lab, is expanding its data center footprint in the Asia-Pacific region, hiring for 13 roles in its compute department. Schneider Electric partnered with Foxconn to develop next-generation AI data center infrastructure.

Market impact: These developments signal growing demand and investment in AI data center infrastructure. Tech giants and AI-focused companies are expanding their data center capabilities, driving growth in the data center services and hardware sectors. DLR's stock, an AI-focused pick, may see increased interest.

What to watch next: DLR's Q2 earnings on August 3 will provide insights into the impact of ServiceFabric MCP on its revenue. Anthropic's hiring spree suggests upcoming data center expansion announcements. Schneider Electric's collaboration with Foxconn could result in new product offerings by the end of the year.