Equinix - GoKawiil

Digital Realty CEO downplays AI slowdown risk to data center demand

Digital Realty CEO Andrew Power said warnings of a potential AI development slowdown from firms like Anthropic, OpenAI and xAI would not mean a halt to data center real estate demand. He argued that non-AI digital transformation and cloud computing growth remain strong drivers for his business, even as Digital Realty and Equinix shares fell on Monday amid AI slowdown fears.

cnbc.com · 2026-09-15

Equinix 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.

cnbc.com · 2026-09-02