Equinix, Inc.
EQIX · Real Estate
$1,027.59
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I Love Bloom Energy for 1 Reason, and It's Not the Backlog
Bloom Energy, a solid oxide fuel cell (SOFC) developer, has rallied over 2,000% in two years driven by AI data center demand. With a $20 billion backlog and expected revenue to more than double to $4.1 billion in 2026, the company maintains a competitive moat as the leader in utility-scale SOFC deployments. Despite a valuation of 39x next year's adjusted EBITDA, analysts view it as a strong buy due to its early-mover advantage and partnerships with major data center operators.
This Global REIT Beats SCHH on Yield. Is It a Better Buy for Real Estate Investors?
The article compares two REIT ETFs: Schwab U.S. REIT ETF (SCHH) and Northern Trust Global Quality Real Estate ETF (GQRE). SCHH offers a lower expense ratio (0.07% vs 0.45%), better 1-year returns (14.1% vs 9.7%), and larger assets under management ($11.3B vs $414.5M). GQRE provides higher dividend yield (4.3% vs 2.8%) and global diversification. The article recommends SCHH for most investors seeking a better balance of income, diversification, and stability, though GQRE appeals to income-focused investors willing to accept higher fees and international exposure.
Equinix & CPP Investments Complete $4 Billion atNorth Acquisition
Equinix and Canada Pension Plan Investment Board have completed their $4 billion acquisition of Nordic data center operator atNorth. CPP Investments owns 51% while Equinix holds 34% of the company. The deal is immediately accretive to Equinix's AFFO per share and expands their exposure to AI-ready Nordic infrastructure with eight operational data centers across the Nordic region.
Equinix, NVIDIA & Together AI Accelerate Enterprise AI Inference
Equinix has partnered with NVIDIA and Together AI to launch Equinix Inference Exchange, a distributed AI inference platform for enterprises. The solution combines NVIDIA's Enterprise Reference Architectures, Together AI's inference capabilities, and Equinix's global infrastructure to enable faster, more cost-efficient AI deployment across multiple geographies. The platform will support metro-edge inference, open-source models, and sovereign AI requirements, with availability expected in Q1 2027.
EQIX Strengthens Advanced Computing With Diraq Quantum Deployment
Equinix is partnering with Australian quantum-computing company Diraq to install a silicon spin quantum computer at its Sydney data center by October 2026. The eight-qubit system will operate alongside conventional servers with self-contained cooling and under 20 kW power consumption, allowing Equinix to test quantum integration with cloud, AI, and high-performance computing infrastructure in a commercial setting.