Equinix Expands AI Infrastructure Role Through Partnership With Nvidia
Equinix, a data center company founded in the late 1990s, has positioned itself as a key player in the growing AI infrastructure market. At its Equinix Horizon event, it announced an expanded partnership with Nvidia and launched the Inference Exchange, offering enterprise customers access to AI models via Nvidia's Enterprise Reference Architectures and Together AI’s open-source platform through Equinix data centers globally. Equinix operates over 280 facilities in 77 global markets, connecting more than 10,500 customers. Its infrastructure is optimized for the latest Nvidia GPUs, including liquid-cooled sites supporting advanced chips like the Vera Rubin. The company's shares have surged by over 33% this year, pushing its market cap to $100 billion — making it the most valuable data center REIT. Equinix reported strong second-quarter results with revenue up 16%, AFFO per share rising 19%, and a record adjusted EBITDA margin of 53%. The company is expanding capital expenditures significantly, nearly doubling its annual guidance to $5–7 billion. While this could strain the balance sheet, Equinix aims to maintain an investment-grade credit rating.
Topics: AI colocation data centers Equinix Nvidia