Equinix is the global leader in interconnection-rich data centers and a direct beneficiary of AI workload growth. Power and land constraints in core metros drive pricing power and reduce supply growth. xScale (hyperscale) JVs with GIC and CPPIB add capital-light capacity. Pricing per kW at all-time highs.
Thesis reviewed May 29, 2026
Equinix, Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →🏘Real Estate26AVOID| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| O | Realty Income Corporation | 34 | +2% | ↑8% | NEUTRAL |
| CCI | Crown Castle Inc. | 34 | +1% | ↑8% | NEUTRAL |
| WELL | Welltower Inc. | 31 | +9% | ↑8% | EARLY |
| AMT | American Tower Corporation | 31 | +5% | ↑8% | EARLY |
| PLD | Prologis, Inc. | 24 | +7% | ↑8% | EARLY |
| DLR | Digital Realty Trust, Inc. | 22 | +13% | ↑8% | EARLY |
| SPG | Simon Property Group, Inc. | 22 | +2% | ↑8% | NEUTRAL |
Investors who hold EQIX may also have indirect exposure through these country funds.
Equinix Q1 2026 AFFO/share +12% YoY; bookings record
Hyperscaler AI capex commitments lift xScale JV pipeline 50%
Northern Virginia power constraints push deal sizes to 100MW+
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Michael RulliOH | Buy | $1k–$15k | Aug 7, 26 | ||
| Julie JohnsonTX | Buy | $1k–$15k | Sep 23, 25 |