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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.

READ NEXT: Israel Englander Stock Portfolio: Top 10 Stock Picks and Billionaire Stan Druckenmiller’s 10 Small and Mid-Cap Stock Picks with Huge Upside Potential.

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Buy This $3 Stock Now Before the 400% Surge Begins

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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