The AI Data Center Gold Rush Is Leaving The Landlords Behind [Forbes]
Equinix, Inc. (EQIX)
Last equinix, inc. earnings: 2/12 04:01 pm
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Source: Forbes
An Equinix data center in Ashburn, Virginia. Amanda Andrade-Rhoades for The Washington Post via Getty Images S wollen with seemingly insatiable demand for computing power, the AI boom has birthed hundreds of unicorns out of thin air, minted dozens of billionaires and alchemized more than a trillion dollars in market value for big public tech companies like Nvidia, Broadcom, Google and Meta. It's also inspired an infrastructure land grab perhaps unprecedented in financial breadth. Earlier this week, Meta CEO Mark Zuckerberg announced plans to build out tens of gigawatts of AI infrastructure this decade, and “hundreds of gigawatts or more over time.” At $50 billion per gigawatt, that'll likely cost trillions Boom times for AI infrastructure should mean banner years for the companies that have historically provided it: data center real estate investment trusts, or REITs. Yet three of the biggest, Equinix ($78 billion market cap), Digital Realty ($55 billion market cap) and Iron
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EQIX
News
- Green Bond Issuance By U.S. REITs Slows In 2025 [Seeking Alpha]Seeking Alpha
- Equinix, Inc. (EQIX): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Equinix: Upcoming Dividend Hike Mitigates Lumpy Execution Against 2029 Target [Seeking Alpha]Seeking Alpha
- Former Altera CEO Sandra Rivera Assumes Role as VSORA’s Chair of the BoardGlobeNewswire
- Resolute CS and Equinix Bring Equinix Fabric® to the Enterprise Edge to Help Support Next Generation WorkloadsGlobeNewswire
EQIX
Earnings
- 10/29/25 - Miss
EQIX
Sec Filings
- 1/16/26 - Form 144
- 1/16/26 - Form 144
- 1/16/26 - Form 144
- EQIX's page on the SEC website