Equinixvs.Super Micro
EQIX vs SMCI · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Equinix is about 4.2× larger than Super Micro by market cap; Super Micro trades at the lower P/E (20.4 vs 69.1); year to date, Equinix leads (+37.7% vs +20.2%).
Side by side
| EQIX | SMCI | |
|---|---|---|
| Market cap | $106B | $25.4B |
| Price | $1,073.44 | $38.46 |
| Today | +1.7% | +9.4% |
| Return YTD | +37.7% | +20.2% |
| Return 1Y | +34.2% | −19.8% |
| P/E | 69.1 | 20.4 |
| P/S | 10.8 | 0.8 |
| P/B | 7.4 | 3.4 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
EquinixEQIX
Carrier-neutral by design. Equinix rents floor space and power, then sells the interconnection between whoever is in the building. xScale covers the hyperscale-sized halls.
Full EQIX profile →Super MicroSMCI
Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.
Full SMCI profile →More EQIX & SMCI comparisons
Other head-to-heads in the Data centers segment.
See where EQIX and SMCI sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →