Equinix vs Nasdaq

AI slowdown not 'end of world' for data centers: Digital Realty CEO

Digital Realty CEO Andrew Power asserts that an AI development slowdown, pledged by major AI players Anthropic, OpenAI, and xAI, is not catastrophic for data center real estate. He argues that broader digital transformation and cloud computing growth remain strong demand drivers. The article notes that AI could account for 70% of global data center capacity demand by 2030, requiring nearly $7 trillion in capital outlay according to McKinsey. While stocks of data center REITs like Digital Realty and Equinix slumped, Power emphasizes that the company's funding model and $20 billion development pipeline position it well. JLL's Andrew Batson highlights that future data center growth lies in inference (adoption of AI tools), not just training new models, with only 1 in 4 Americans using AI daily.

• Digital Realty CEO Andrew Power says AI slowdown pledges by Anthropic, OpenAI, and xAI are not 'pencils down' for AI or data center real estate.
• McKinsey report projects AI could account for about 70% of global data center capacity demand by 2030.
• McKinsey estimates nearly $7 trillion in capital outlay needed to meet total data center demand by 2030.

Equinix partners with Nvidia to launch AI Inference Exchange

Equinix, a data center colocation provider, has partnered with Nvidia and Together AI to launch the Equinix Inference Exchange, an "inference platform as a service" expected in Q1 2027. The program will let customers run AI models on open-source platforms via Together AI, which acts as seller of record. Equinix also unveiled Equinix Fabric One, a connectivity service for multi-cloud and AI networks. The company's stock is up 33% this year, giving it a market cap of $100 billion. Equinix reported Q2 revenue of $2.63 billion, up 16% year over year, with net income of $477 million. Analysts note Equinix's urban data centers are well-positioned for AI inference workloads, though short seller Jim Chanos has bet against the stock and Digital Realty. Financing details were not disclosed. The deal reflects the growing shift from AI training to inference, expected to account for half of all AI compute by 2030.

• Equinix partnered with Nvidia and Together AI to launch the Equinix Inference Exchange, available in Q1 2027.
• Equinix's market capitalization reached $100 billion, with shares up 33% in 2026.
• Equinix reported Q2 revenue of $2.63 billion, up 16% year-over-year, and net income of $477 million.

Equinix Appoints Two Leaders to Executive Team

Chris Audie joins company as Chief Product Officer Bruce Owen appointed Executive Vice President, Global Markets REDWOOD CITY, Calif., July 27, 2026 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX),...

Nasdaq invests $100M in Kraken parent, targeting tokenized stocks by 2027

Nasdaq's venture capital arm has invested $100 million in Payward, the parent company of crypto exchange Kraken, to advance the development and launch of tokenized equities. The partnership aims to launch Nasdaq Equity Tokens (NETs) in the second quarter of 2027, with Nasdaq providing market surveillance technology across Payward's trading venues. The investment values Payward at $21 billion. This move reflects a broader trend on Wall Street toward tokenized securities, though debates persist about the nature of tokenized assets and shareholder rights, as highlighted by a recent dispute between Robinhood and AMC.

• Nasdaq's venture arm invested $100 million in Kraken parent Payward.
• Partnership aims to launch tokenized equities (Nasdaq Equity Tokens) in Q2 2027.
• Payward valuation set at $21 billion following the investment.

Nasdaq's Athen Bozoglu: Community as Competitive Advantage

Athen Bozoglu, Nasdaq's head of product marketing and a juror on The Drum Awards Festival Go To Market jury, argues that community will be a key competitive advantage for marketers as AI makes many tools and outputs more similar. He recommends companies invest in customer communities (advisory boards, peer networks, practitioner forums, member programs, events) and convert existing customer intelligence—sales recordings, product feedback, support interactions—into actionable insights. Bozoglu stresses combining AI with deep, proprietary customer understanding, aligning product/commercial/sales/marketing teams, and balancing brand building with short-term commercial programs. He highlights curiosity, cross-functional leadership and prioritization as critical for future marketing success.

• Athen Bozoglu is Nasdaq's head of product marketing.
• Bozoglu serves as a juror on the Go To Market jury for The Drum Awards Festival.
• He recommends investing in community (customer advisory boards, peer networks, practitioner forums, member programs, industry events) as a hard-to-replicate competitive advantage.

Creatio Quarterly Bookings Reach 255% of Prior Year

Creatio reported exceptional first-quarter FY27 results, delivering bookings at 255% of the prior year as enterprise adoption of AI accelerates. The AI-native CRM and workflow vendor says it supports thousands of organizations in more than 100 countries and has doubled its count of $1M+ ARR enterprise customers over the past year. Named customers include Nasdaq, MetLife, Colgate Palmolive, AMD and Howdens. Creatio credits growth to surging enterprise adoption of agentic AI, enterprises replacing legacy CRM stacks, and its Unlimited commercial offering. The company also announced a broad “10x” release featuring innovations such as an Enhanced AI Studio and AI Twin, and plans to expand its AI strategy, engineering, and go-to-market investments. Katherine Kostereva is quoted as CEO of Creatio.

• Creatio delivered bookings at 255% of the prior year’s level in the first quarter of FY27.
• Creatio serves thousands of organizations across more than 100 countries.
• The number of Creatio customers with $1M+ ARR doubled over the past year.