Equinix

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

Equinix raised its long‑term outlook to 10–13% annual revenue growth and 9–12% AFFO growth and reported record interconnections with 9,700 net connects in the quarter. The company secured roughly 3 gigawatts of land and power capacity and is investing in next‑gen data centers with 40–60+ kW per rack and liquid cooling to meet strong AI, cloud and enterprise demand. Capacity constraints, higher energy needs, supply‑chain complexity and skills shortages remain operational risks, while Dallas, Chicago and Silicon Valley are regional expansion priorities. » More on de.investing.com