EQ EQIX Equinix, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков

CoreSite is seeing an 'inflection in interconnection activity', which management believes marks the beginning of a durable trend that compounds its competitive moat and captures a high-margin revenue stream. — This signals potential for CoreSite to gain share in the interconnection market, possibly at the expense of peers like Equinix, as demand for AI-driven workloads accelerates.

American Tower's 2026 CapEx plan directs over $700 million to data centers (CoreSite) to replenish capacity, and a shift in capital allocation is favoring developed markets (US, Europe) over emerging ones. — Signals sustained high demand for interconnection-rich data centers and a strategic bet on the US data center market, potentially intensifying competition with peers like Equinix and Digital Realty.