EquinixEQIX
Data centers · NASDAQ · USA
Up 34.7% this year but −7.3% since June 26, behind the AI sector at +7.5%. Equinix supplies 2 mapped companies and buys from 5.
Suppliers 5
Customers 2
About Equinix
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.
Theme exposure
Products
- Colocation data centers
- Interconnection (Equinix Fabric)
- xScale hyperscale data centers
Competitors
- Digital Realty
- NTT
- Hyperscalers' own data centers
Risks
- Capital-intensive expansion
- Interest rate environment (REIT)
- Power & land availability
Same segment: Data centers
Servers, networking, optics and data center capacity that tie AI infrastructure together. Segment 4 of 8 in the AI & digital infrastructure value chain.
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