Cooling & Data Center Infra · Interconnect-heavy data-center REIT.
$EQIXEquinix
Equinix's interconnect-rich data centers are where AI inference meets enterprise data. The xScale joint-venture model funds the hyperscaler build without diluting the REIT.
Regulators in two jurisdictions opened preliminary inquiries into EQIX's commercial relationships with the largest model labs. No formal investigation yet, but the chill is real.
The capex package committed this morning takes DLR capacity up materially through 2027. The signal: management sees the demand curve flatter for longer than the consensus model.
EQIX data via the Bluechip ingestion pipeline (currently mock-mode). Editorial copy from the Bluechip universe.@BluechipsAI·August 24, 2026