NasdaqGS:EQIXSpecialized REITs
Did Record Backlog and New Interconnect Services Just Shift Equinix's (EQIX) Investment Narrative?
In recent days, Equinix has reported record first-quarter annualized gross bookings and backlog, raised its full-year 2026 revenue guidance, and expanded its digital infrastructure offerings with initiatives such as Equinix Fabric Geo Zones and quantum-safe interconnect solutions.
These developments highlight Equinix’s position as a digital infrastructure and interconnection platform closely aligned with AI, cloud, security, and data sovereignty needs rather than a traditional real estate...