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.
πΊπΈUnited States78REDUCEView United States risk detail βπReal Estate24AVOID| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| AMT | American Tower Corporation | 28 | +5% | β8% | EARLY |
| WELL | Welltower Inc. | 28 | +9% | β8% | EARLY |
| CCI | Crown Castle Inc. | 28 | +1% | β8% | NEUTRAL |
| DLR | Digital Realty Trust, Inc. | 28 | +13% | β8% | EARLY |
| O | Realty Income Corporation | 28 | +2% | β8% | NEUTRAL |
| PLD | Prologis, Inc. | 21 | +7% | β8% | EARLY |
| EMAAR.DU | Emaar Properties PJSC | 18 | +11% | β8% | EARLY |
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 Β· Yahoo Finance Β· Not audited figures