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Equinix plans to invest $5 billion to $7 billion annually in data-center development, primarily in established markets where customer demand and infrastructure needs are already visible.
The company controls about 3 gigawatts of designed power, with 600–700 megawatts under development, and is targeting cash-on-cash returns in the low 20% range with typical stabilization in two to three years.
AI adoption is accelerating among enterprise customers, driving expected demand for higher-density facilities, liquid cooling and additional interconnections; however, executives said AI-related business still represents a minority of Equinix's revenue today.
3 Stocks Built for Higher Rates—And 2 That Could Break
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Equinix plans to invest $5 billion to $7 billion annually in data-center development, primarily in established markets where customer demand and infrastructure needs are already visible.
The company controls about 3 gigawatts of designed power, with 600–700 megawatts under development, and is targeting cash-on-cash returns in the low 20% range with typical stabilization in two to three years.
AI adoption is accelerating among enterprise customers, driving expected demand for higher-density facilities, liquid cooling and additional interconnections; however, executives said AI-related business still represents a minority of Equinix's revenue today.
3 Stocks Built for Higher Rates—And 2 That Could Break
#higher #demand #here #built
16 hours ago
