GoKawiilEquinix stock surges 33% as it carves AI niche alongside Nvidia partnership
Equinix, a colocation data center provider dating back to 1998, has signed a deal with Nvidia enabling customers to run AI workloads flexibly on the Together AI cloud platform. The company's shares have climbed 33% this year, outperforming major tech stocks and pushing its market capitalization to roughly $100 billion, making it the largest data center REIT ahead of Digital Realty's $68 billion valuation.
GoKawiil's interpretation of the reporting above, not reported fact.
While hyperscalers and neoclouds pour hundreds of billions into dedicated AI infrastructure for big labs like OpenAI and Anthropic, Equinix is capturing a different slice of the boom by offering flexible, multi-vendor space to a broader customer base. Its rise shows that even amid an AI infrastructure market projected to exceed $5 trillion by 2030, older real estate-style providers can find outsized growth by serving as neutral ground for diverse computing needs.
- Equinix's stock is up 33% in 2025, outperforming megacap tech and pushing its market cap to about $100 billion.
- A new Nvidia partnership lets Equinix customers run AI models flexibly via the Together AI platform.
- Equinix now ranks as the most valuable data center REIT, surpassing Digital Realty's $68 billion valuation.
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Published there as: “How Equinix has found a niche in the multitrillion-dollar AI data center boom”
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