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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($8.7B)

Data statis (memuat keuangan langsung…)

Americas (48%)

EMEA (30%)

Asia-Pacific (22%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pelanggan Utama

Amazon.com (AWS)

AWS Direct Connect colocation

Dampak: High — major cloud tenant

Microsoft Corporation

Azure ExpressRoute colocation

Dampak: High — major cloud tenant

Pesaing

Digital Realty Trust, Inc.

Data center colocation

Dampak: High — primary DC REIT competitor

Konteks makro dan pasar

부동산 (REIT)Berita sektor

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

Katalis mendatang

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

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Analisis AI

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Tema Makro Terkait

Lihat Semua Tema

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

Info Perusahaan

Kantor Pusat

Redwood City, California, USA

Didirikan

1998

Karyawan

13,500+

Situs Web

equinix.com

Gambaran umum sektor — 부동산 (REIT)

Berita sektor