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 3.6× larger than Super Micro by market cap; Super Micro trades at the lower P/E (12.5 vs 64.4); year to date, Super Micro leads (+53.5% vs +34.7%).
Side by side
| EQIX | SMCI | |
|---|---|---|
| Market cap | $98.7B | $27.8B |
| Price | $1,011.16 | $42.77 |
| Today | −2.0% | −4.8% |
| Return YTD | +34.7% | +53.5% |
| Return 1Y | +31.1% | −18.4% |
| Since June 26, 2026 | −7.3% | +39.6% |
| P/E | 64.4 | 12.5 |
| P/S | 10.1 | 0.7 |
| P/B | 6.9 | 1.9 |
Data as of 2026-10-08 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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.