Equinix, Inc.

EQIXleader

Equinix is the world's largest data center REIT, operating 260+ International Business Exchange data centers across 72 metros in 33 countries, serving as a critical hub for cloud and network interconnection.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($8.7B)

Static data (loading live financials…)

Americas (48%)

EMEA (30%)

Asia-Pacific (22%)

Segment Breakdown & Key Customers

Product Details

Colocation60%

Carrier-neutral data center space, power, and cooling for IT infrastructure

Interconnection20%

Cross-connects, Equinix Fabric, and peering exchange services

Managed Infrastructure12%

Bare metal servers, virtual networking, and managed hosting

Power & Other8%

Metered power and ancillary data center services

Supply Chain Relationships

Key Customers

Amazon.com (AWS)

AWS Direct Connect colocation

Impact: High — major cloud tenant

Microsoft Corporation

Azure ExpressRoute colocation

Impact: High — major cloud tenant

Competitors

Digital Realty Trust, Inc.

Data center colocation

Impact: High — primary DC REIT competitor

Macro & Market Context

부동산 (REIT)Sector News

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

Upcoming Catalysts

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

Latest News

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AI Analysis

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Related Macro Themes

View All Themes

Cantillon Effect & QE

New money benefits those closest to the source first. QE inflates assets held by the wealthy before wages catch up — a structural wealth transfer.

Quantitative easingAsset inflationWealth concentration

Company Info

Headquarters

Redwood City, California, USA

Founded

1998

Employees

13,500+

Website

equinix.com

Sector Overview — 부동산 (REIT)

Sector News