Carat Networks vs Equinix

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),...