Equinix Partners With Nvidia on AI Inference Exchange as Market Cap Hits $100 Billion

Product / TechM&A · PartnershipEarnings Impact 4
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Summary · why it matters

Equinix has expanded its partnership with Nvidia and launched the Equinix Inference Exchange, giving enterprise customers a flexible way to run AI models using Nvidia's Enterprise Reference Architectures and Together AI's open-source inference platform through Equinix's global data centers and connectivity. The colocation data center company, which dates back to the 1998 dot-com era, operates more than 280 data centers across 77 metros with over 10,500 interconnected customers, and its facilities are optimized for Nvidia's B300 Blackwell Ultra GPUs, with some liquid-cooled sites supporting newer Vera Rubin chips. Equinix shares are up over 33% this year, lifting its market capitalization to $100 billion as the most valuable data center REIT, ahead of Digital Realty's $68 billion. In the second quarter, revenue grew 16% to $2.625 billion, AFFO per share rose 19% to $11.78, adjusted EBITDA margin reached a record 53%, and management delivered its largest guidance increase in company history. The company nearly doubled its capital expenditure guidance to $5 billion to $7 billion annually from $3 billion to $4 billion, and it expects the new Nvidia and Together AI offering to launch commercially in the first quarter of 2027.

Impact on stocks 4

Artificial Intelligence▲ · 3 stocks
NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Equinix expanded its Nvidia partnership and optimized facilities for Nvidia's B300 Blackwell Ultra and Vera Rubin chips, driving adoption of Nvidia AI infrastructure.

Cloud & Digital Infrastructure▲ · 1 stocks
Equinix Inc
EQIX
▲ PositiveCapitalDemandrelevance

Q2 revenue grew 16%, AFFO/share rose 19%, record 53% EBITDA margin, largest guidance increase ever, and capex guidance nearly doubled to $5-7B.

Theme Impact 3

Off-coverage companies 1

Together AI, Inc.Private▲ Positive
Demandrelevance

Together AI's open-source inference platform is part of the new Equinix Inference Exchange offering for enterprise customers.

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