How Equinix has found a niche in the multitrillion-dollar AI data center boom

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  "detected_at": "2026-09-02T22:49:01+00:00",
  "company": {
    "name": "Equinix",
    "domain": "equinix.com"
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    "url": "https://www.cnbc.com/2026/09/02/equinix-partners-with-nvidia-carves-niche-in-ai-data-center-boom.html",
    "title": "How Equinix has found a niche in the multitrillion-dollar AI data center boom - CNBC",
    "excerpt": "Equinix's announcements Wednesday also included Equinix Fabric One , a new connectivity service meant to simplify networks that operate using multiple clouds and AI models. Zand described the announced program with Nvidia and Together AI as an \"inference platform as a service,\" that enables customers to connect to a variety of different clouds and providers, run inference on open source models, and \"optimize their tokenomics\" - or reduce costs. She told CNBC that Equinix data centers are optimized for Nvidia's B300 Blackwell Ultra GPUs, but it also has some liquid-cooled facilities where customers can use the newer Vera Rubin chips. Where Equinix has a particular advantage is its urban locations, which are important for inference and the high-speed communication required between servers and end users. By 2030, inference will make up half of all AI compute and 30% to 40% of total data center demand, according to McKinsey . \"The changes are very rapid in today's environment, in the whole AI ecosystem,\" Zand said. \"Customers need to be able to move as the market moves.\" Not all investors are excited about the story. Short seller Jim Chanos told CNBC's \"Closing Bell\" in May that he was betting against the stock, as well as Digital Realty, saying \"they're not great businesses\" and are \"not very profitable.\" \"They're very low return on capital businesses, very capital-intensive...",
    "summary": "Equinix reported revenue of $2.63 billion in its latest quarter, a 16% increase from the previous year.",
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    "image_url": "https://image.cnbcfm.com/api/v1/image/108358139-1788386094940-IMG_0024.jpeg?v=1788386177&w=1920&h=1080",
    "confidence": 1,
    "published_at": "2026-09-02T22:49:01Z",
    "article_sentence": "In the latest quarter , Equinix reported a 16% increase in revenue from a year earlier to $2.63 billion.",
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