AI GrowthStrong projected AI inference growth and commentary on customer demand justifies the investment and EQIX is viewed as a primary beneficiary of secular AI growth.
Industry ExposureAnalyst reiterates Buy rating due to EQIX’s industry leading enterprise colocation exposure, lower relative leverage, and exposure to AI inferencing demand.
Strategic PositioningEquinix is leveraging its U.S. franchise and global footprint to secure deal wins globally, providing a strategic advantage.