Equinix, Inc. EQIX

Equinix (NASDAQ:EQIX) CFO Olivier Leonetti said the company sees strong demand for its data center and interconnection platform as artificial intelligence workloads increasingly require low-latency connectivity, global reach, neutrality and data sovereignty. Speaking at an RBC communications infras

Equinix has delivered a strong multi‑year share price run, helped by growing attention on data centers and AI infrastructure. This now raises a sharper question for investors about how much of its future cash flows are already reflected in the current valuation. Over the past 3 years, Equinix has returned 51.2%, so a lot of optimism is now riding on whether its long term cash generation can support that step up in expectations. Recent coverage around AI infrastructure demand and cloud...

Brian Shaw and Constantine Malaxos join as enterprise customers expand across financial services, healthcare, and technologySAN FRANCISCO, Sept. 29, 2026 (GLOBE NEWSWIRE) -- Coverbase, AI engineered for third-party risk management (TPRM), today announced that Brian Shaw has joined as GTM Lead and Constantine Malaxos as Head of Alliances. Both bring decades of experience building and selling third-party risk technology to large enterprises. In less than a year since closing its Series A, Coverbas

Bogotá dominates Colombia’s data center landscape, led by ODATA, Equinix, Cirion and KIO, with Tier III facilities signaling a maturing digital infrastructure marketDublin, Sept. 29, 2026 (GLOBE NEWSWIRE) -- "Colombia Existing & Upcoming Data Center Portfolio" has been added to ResearchAndMarkets.com's offering. This Excel database provides a comprehensive portfolio analysis of the Colombia data center market, covering operational facilities, upcoming developments, colocation pricing, capacity t

Equinix (EQIX) heads into its Yotta 2026 appearance in Las Vegas on September 29 with fresh attention on how data center operators are priced compared with office REITs that are benefiting from tighter prime leasing. Recent trading shows some cooling in the near term, with Equinix recording a 7 day share price return of 4.4% lower and a 30 day share price return down 3.2%. This comes even as the year to date share price return of 32.3% and a 1 year total shareholder return of 32.1% point to...

Schneider Electric (NYSE:SNDR) unveiled what it describes as the world’s first fully software-defined medium voltage switchgear architecture, alongside new 38 kV equipment designed to support increasingly power-dense AI data centers. Key Investor TakeawaysSchneider Electric (NYSE:SNDR) said its Software-Defined Medium Voltage architecture can enable up to three times faster ordering and manufacturing and up to twice as fast commissioning compared with conventional engineered-to-order switchgear.

Schneider Electric unveils the world’s first fully Software-Defined Medium Voltage switchgear to accelerate the speed and scalability of AI factories Schneider Electric unveils the world’s first fully Software-Defined Medium Voltage switchgear to accelerate the speed and scalability of AI factories New Software Defined MV architecture delivers up to 3× faster ordering and manufacturing, up to 2× faster commissioning, zero-downtime upgrades, and a simplified footprint with less wiring and fewer c

Schneider Electric, a global energy technology leader, today unveiled new power solutions at YOTTA 2026 (September 28–30, Las Vegas) to accelerate AI-ready data center deployment and scaling. These solutions span medium-voltage distribution and high-density power infrastructure, allowing electrical systems to evolve at the same pace as the AI factories and digital services they support. At the center of the offering is the world's first fully Software-Defined Medium Voltage switchgear, now deplo

Digital Realty Trust, Inc. (NYSE:DLR) and Equinix, Inc. (NASDAQ:EQIX) own two of the hardest assets to replicate in the AI boom: powered, connected data-center capacity. Their stocks currently offer a cleaner choice than the sector narrative suggests. Digital Realty trades at roughly 22 times the midpoint of its 2026 core FFO guidance, while Equinix trades […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Equity Insider News Commentary - The constraint in artificial intelligence infrastructure has moved. It is no longer chips, and it was never really land. It is energized capacity: a site where electricity is flowing, or will be shortly, without a multi-year wait in an interconnection queue. Equinix added a record 9,700 net interconnections in a single quarter and raised its guidance on the strength of that demand. Blue Owl Capital now manages $319 billion and has been steadily building a digital