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21:30
Jul 29 ◎
Jul 29 ◎
NVDA
VZ
RJF
CSCO
EQIX
▾
HIGH
NVIDIA is partnering to standardize AI factory blueprints on Equinix infrastructure, expanding its enterprise AI deployment ecosystem.
"Our expanded collaboration with Cisco and NVIDIA tackles this head on by bringing standardized AI factory blueprints and automation across our global IBX network."
NVDA WATCH
Verizon is partnering with Equinix to offer integrated enterprise connectivity, strengthening its service portfolio and network reach.
"We are working with Verizon to deliver enhanced enterprise connectivity by combining their adaptive network fabric with Equinix's neutral interconnection hubs."
VZ WATCH
Raymond James expanding its multi-cloud infrastructure with Equinix, indicating ongoing modernization and investment in their IT platform.
"Raymond James, one of the leading financial services firms, selected Equinix to augment their on-premise model to our multi-cloud infrastructure."
RJF WATCH
Cisco is co-developing AI factory blueprints with Equinix and NVIDIA, positioning itself in enterprise AI infrastructure solutions.
"Our expanded collaboration with Cisco and NVIDIA tackles this head on by bringing standardized AI factory blueprints and automation across our global IBX network."
CSCO WATCH
Management raised 2026 guidance for the second consecutive quarter and issued a significantly higher long-term outlook through 2029, reflecting accelerating AI-driven demand and confident capacity expansion.
"Given the strength of our performance, as well as our bookings and pre-sales momentum, we are raising our full-year guidance and long-term outlook."
EQIX WATCH
HIGH
21:30
Apr 29 ◎
Apr 29 ◎
AMKBY
EQIX
NVDA
ANET
CSCO
▾
HIGH
Equinix’s liquid-cooling deployments grew 50% quarter-over-quarter to 36 installations, signaling rapid enterprise adoption of high-density AI workloads. — Rising liquid-cooling adoption implies higher power densities and may accelerate demand for advanced cooling solutions and GPU clusters.
"Maersk recently selected Equinus as its primary data center partner to support high performance and AI workloads, including its first liquid-cooled AI deployments in Frankfurt."
AMKBY WATCH
NVDA WATCH
Management raised full-year guidance, reported record sales activity, 10% recurring revenue growth, margin expansion, and strong AI inference demand, signaling high confidence in the forward trajectory.
"Our Q1 results demonstrate strong performance and our outlook reflects underlying strengths across the business. We see immense opportunity ahead to drive revenue, enhance margins, and deliver attractive AFFO per share growth."
EQIX WATCH
Equinix’s fabric bookings were up 70% year-over-year and total interconnection revenue grew 9%, highlighting accelerating ecosystem stickiness and cross-connect demand. — Surging interconnection demand drives networking equipment sales and raises switching/routing requirements for data center interconnect vendors.
"Fabric revenue growth was at 26%. And our fabric bookings grew 74% year over year."
ANET WATCH
CSCO WATCH
HIGH
22:30
Feb 11 ◎
Feb 11 ◎
CRM
HRT
HON
NVDA
AMZN
▾
HIGH
Salesforce is deploying a large, multi-region private networking layer on Equinix Fabric, indicating deepening enterprise AI infrastructure spend and a significant win for Equinix's interconnection business.
"Salesforce chose Equinix to create a private multi-cloud networking layer for the engine inside their data and AI foundation."
CRM WATCH
Hudson River Trading's selection of Equinix for high-density, low-latency AI workloads validates Equinix's ability to capture demand from financial services firms upgrading their HPC infrastructure.
"Leading quantitative trading firm Hudson River Trading selected Equinix because our global footprint and our advanced cooling solutions enable them to achieve the latency and the density requirements they need to power their next-gen AI"
HRT WATCH
Honeywell's global expansion with Equinix highlights the demand from industrial enterprises for internal AI application integration and multi-market digital infrastructure, a key growth area for Equinix.
"Fortune 500 multinational Honeywell Corporation expanded its relationship with Equinix because of the secure, flexible solutions and global fabric connectivity we provide, including for key metros such as Shanghai, Tokyo, and London."
HON WATCH
NVIDIA's high-end hardware is being deployed in Equinix data centers, reinforcing Equinix's position as a preferred location for high-performance AI infrastructure and the associated demand it generates.
"We are working with Alnavic as they deploy the NVIDIA DGX SuperPod with NVIDIA Grace Blackwell systems to expand their addressable market through distributed AI."
NVDA WATCH
Equinix's role in connecting enterprise customers to hyperscaler clouds like AWS is a core part of its value proposition, cementing its position as an essential intermediary in the multi-cloud ecosystem.
"By deploying Equinix Fabric Cloud Router across 14 countries and 21 metros, we are enabling private network connectivity between Salesforce's presence in AWS, Azure, and other cloud service providers."
AMZN WATCH
Equinix's interconnections to Microsoft Azure are a key revenue driver, and its Fabric Cloud Router simplifies multi-cloud networking for enterprises, reinforcing its strategic importance to Azure's ecosystem.
"By deploying Equinix Fabric Cloud Router across 14 countries and 21 metros, we are enabling private network connectivity between Salesforce's presence in AWS, Azure, and other cloud service providers."
MSFT WATCH
AI-driven deals are 33% more power-dense (avg ~10kVA/cabinet) than non-AI deals, and 11 liquid-cooled deployments were made in Q4, including 5 in NYC for FSI customers. — This confirms the acceleration of high-density, liquid-cooled deployments in retail colocation, which is a strong demand signal for providers of advanced cooling and high-power infrastructure.
"We saw a 33% increase in density compared to the non-AI deals, so an average of about 10 kVA per cap for these transactions."
VRT WATCH
Q4 saw a significant drop in MRR churn to 2.2% (from 2.4% avg for the year), attributed to new AI-driven predictive tools and earlier identification of at-risk renewals. — The successful use of AI tools to reduce churn highlights a new operational edge and validates the value of AI-driven customer success in the data center industry.
"Global Q4 MR return was 2.2%, lower than planned. And for the full year, our average quarterly MRR churn was 2.4%."
DT WATCH
Equinix expects to raise debt in 2026 at lower costs in locations like Canada, Singapore, and Europe, continuing a strategy that has optimized net interest expense. — This capital efficiency provides Equinix with a cost-of-capital advantage relative to new entrants and heavily levered competitors, allowing for more aggressive, yet still accretive, expansion.
"We plan to continue to raise debt in lower-cost locations, either directly or synthetically, including Canada, Singapore, and Europe."
DELL WATCH
Management's confidence is high, with record Q4 bookings, a strong start to Q1, and 2026 guidance that was raised meaningfully above June analyst day expectations. The tone is decidedly bullish on the multi-year AI-driven infrastructure cycle.
"Given our momentum exiting 2025, our confidence in our 2026 plan has grown. This is reflected in both our revenue and our AFSO per share outlook."
EQIX WATCH
HIGH
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