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6d ago

Equinix Raises 2026 Outlook After Record Q1 as AI Deals Surge

AI shifting from tests to real-time use is steering demand to metro data centers built for low latency.

Equinix posts $2.44 billion in q1 revenue and lifts full year outlook on ai demand

Overview

  • Equinix, which reported first-quarter results Wednesday, posted $2.44 billion in revenue and its largest quarter of total sales on record.
  • The company lifted its 2026 outlook to $10.14–$10.24 billion in revenue with higher adjusted EBITDA and AFFO.
  • About 60% of the quarter’s biggest deals involved AI, signaling a move from pilot projects to enterprise deployments that drive inference demand.
  • Equinix plans roughly $4.1 billion in 2026 capital spending and agreed with CPP Investments to acquire Nordic operator atNorth.
  • The REIT is adding AI-ready, metro-proximate capacity with 281 sites, expanding liquid cooling, and launching Fabric Intelligence and a Distributed AI Hub to link customers to GPU clouds and data platforms.