Equinix Inc. (EQIX): AI Data Center Darling for Elite Investors

We just covered the 12 Best AI Data Center Stocks to Buy Right Now and Equinix, Inc. (NASDAQ:EQIX) ranks 11th on this list.

Elite investor interest in Equinix, Inc. (NASDAQ:EQIX) stock is driven by the company’s role as the interconnection hub for the AI era, with accelerating bookings and margin expansion turning heads on Wall Street. In the broader context, investors have been shifting their thesis from AI training, which happens in massive, isolated clusters, to AI inference, which happens where data meets the user. Per Equinix management, the firm is uniquely positioned for the inference stage of AI. This is because as AI models need to interact with real-world data in real-time, the need for residence in Equinix’s highly connected metros rather than remote rural data centers rises. The company has large deal momentum behind it as well, as AI-driven large deals rose to 60% of total bookings in the most recent quarter, up from 50% just months prior.

Stock market data. Photo by Photo by Alesia Kozik

Equinix, Inc. (NASDAQ:EQIX) is posting record-breaking bookings and guidance numbers. In Q4 2025, the firm reported annualized gross bookings of $474 million, a 42% increase year-over-year. It also raised its full-year 2026 revenue guidance to over $10.1 billion, signaling growth that is significantly ahead of the targets shared at their 2025 Analyst Day. The firm is taking steps to de-risk the power constraint for investors as well. In 2025, Equinix added approximately 1 GW to its powered land-under-control balance. Strategic partnerships, including a major deal for 2.8 gigawatts of fuel-cell capacity, have allowed Equinix to bypass utility delays. This speed-to-market is a key reason why prominent investors favor this stock over slower-moving REIT peers.

While we acknowledge the risk and potential of EQIX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than EQIX and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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