Equinix

At the Barclays conference, Equinix said accelerated AI adoption is increasing demand for interconnection, lower latency and higher power density, underpinning its long-term AFFO-per-share growth target of 9–12% annually through 2029. The company is expanding capacity with xScale projects and the new DA12 facility with 67 MW, featuring flexible liquid cooling, and is launching products such as Fabric One and Inference Exchange. Despite rising construction costs and local opposition, Equinix remains confident about strong development returns and the strength of its densely connected ecosystem with around 11,000 customers and more than 522,000 interconnections. » More on de.investing.com

Equinix and NVIDIA expanded their partnership to introduce Equinix Inference Exchange, a distributed AI inference platform using NVIDIA Enterprise Reference Architectures and Together AI's inference tooling across Equinix's 280+ data centers. The service, connecting clouds and networks via Equinix Fabric, aims to speed deployments from experimentation to production but has no disclosed financial terms or immediate revenue impact; the launch is planned for around Q1 2027. Market reaction was muted since the deal extends an existing collaboration, and the partnership's success will depend on enterprise demand and competition in inference. » More on finance.yahoo.com

Diraq is installing a silicon‑spin quantum computer with an eight‑qubit chip plus cryogenic cooling and control electronics in an Equinix data center in Sydney. The system fits standard data center environments, consumes under 20 kW and is planned to be commissioned by October 2026. The aim is to evaluate performance in a commercial, openly connected environment and to integrate with existing AI and HPC systems. Diraq manufactures qubits using semiconductor technologies and works with partners such as NVIDIA, Dell Tech, GlobalFoundries and imec; the company has been selected for DARPA benchmarking. » More on de.investing.com

Equinix has upwardly revised its financial forecast, attributing it to record order backlogs, record interconnections and record bookings driven by rising enterprise demand for AI infrastructure. CEO Adaire Fox-Martin identifies four AI deployment patterns scaling simultaneously (stack, sovereign, batch, latency-sensitive) and positions Equinix Fabric Intelligence as an autonomous network tool. Management sees regulatory approvals, municipal permits and energy policy as bigger growth constraints than compute or storage and plans investments in liquid cooling, small modular reactors and local workforce development. » More on de.investing.com

Equinix announced at the TD Cowen Summit that it will reverse site selection and from now on secure firm power access with utilities before buying land. Due to strong AI and cloud demand, the company raised its capex guidance to $5–7 billion and plans 52 announced plus about 50 more projects in the pipeline. Supply-chain, labor and especially power bottlenecks are driving costs and complexity; Equinix aims to deliver 14,000–15,000 cabinets per quarter through longer planning horizons, land reserves and flexible project management. New data centers are designed for high power densities and liquid cooling, and older sites will be selectively modernized. » More on de.investing.com