Equinix Inc

EQIX: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$261.00	Mmtvm	Stvfqpqwk

Equinix Benefits From Secular Demand for Data Centers, but Needs to Continue Investing in Capacity

Matthew Dolgin

Feb 15, 2024

Business Strategy and Outlook

Equinix is well positioned to benefit from three trends that we expect to continue growing: creation and use of data, which is only exacerbated by artificial intelligence; the need for that data to be connected; and reliance on cloud providers. Data center providers can flourish under these circumstances, and none is positioned better than Equinix.

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