Can APLD's AI Infrastructure Momentum Drive Revenue Growth in 2026? [Yahoo! Finance]
Equinix, Inc. (EQIX)
Last equinix, inc. earnings: 2/12 04:01 pm
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Source: Yahoo! Finance
With Polaris Forge1 beginning operations and multiple new campuses under construction, the company's ability to convert infrastructure momentum into sustained revenue growth throughout 2026 represents a critical test of execution in the hyperscale data center market. The broader industry environment supports aggressive expansion. Hyperscalers are deploying an estimated $350 billion annually toward AI infrastructure, yet the supply of GPU-ready data centers capable of supporting advanced workloads remains constrained. This demand-supply imbalance creates favorable conditions for developers who can deliver power-dense facilities at scale, particularly as data center availability has emerged as the primary bottleneck in AI deployment rather than GPU procurement. APLD's infrastructure pipeline positions the company to capitalize on this demand. The Polaris Forge 1 campus holds an expanded 400-megawatt CoreWeave lease valued at about $11 billion over 15 years, with the first phase now
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EQIX
News
- Artificial Intelligence Needs Nuclear Energy, and Oklo Could Deliver It [Yahoo! Finance]Yahoo! Finance
- The AI Data Center Gold Rush Is Leaving The Landlords Behind [Forbes]Forbes
- 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
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