Equinix, Inc.

Investments in Datacenter

• Strategic Approach:

  • Plans to build larger data centers in fewer, larger phases.
  • Aims to accommodate the full product continuum including traditional retail, larger footprint retail, and xScale data centers.

• Operational Highlights:

  • 62 major projects are currently underway in 36 metros across 25 countries.
  • Expected delivery of 34,000 cabinets of retail and 165 megawatts of xScale capacity by end of 2026.

• Market Expansion:

  • New data center opened in Jakarta, expanding reach to 74 metros in 35 countries.
  • Notable projects include the Singapore 6 facility with 20 megawatts of capacity.

• Performance Metrics:

  • Interconnection revenue grew 9% year-over-year, now constituting 19% of recurring revenues.
  • Cumulative xScale leasing exceeds 400 megawatts globally, with 31 megawatts leased in Paris recently.

• Customer Workloads:

  • Diverse customer workloads supported, including those in AI and hybrid multi-cloud architectures.
  • Over 482,000 interconnections deployed, with significant growth in high-performance compute and AI workloads.

• Future Demand:

  • Continued emphasis on AI investments seen as a long-term demand driver.
  • Plans to simplify consumer access to digital infrastructure and improve customer experience to drive future growth.

Financial Overview

• Revenue Growth:

  • Total revenues in the past year reached $8.7 billion, an 8% increase year-over-year.
  • Record gross bookings in recent quarters, reflecting strong demand across regions.

• Capital Expenditure (CapEx):

  • Expected CapEx for 2025 estimated between $3.2 billion to $3.5 billion.
  • Focus on achieving operational efficiency and sustainability in energy usage, as evidenced by substantial reductions in PUE.

• Long-term Strategy:

  • A commitment to enhancing interconnection density and connectivity across global platforms.
  • Emphasis on addressing capacity constraints in key markets to enhance service delivery.

• AI Integration:

  • Anticipating increased requirements for AI-related workloads and associated infrastructure developments.

This consolidated approach highlights Equinix's commitment to expanding its datacenter capabilities and maintaining a competitive edge in the rapidly evolving digital infrastructure space.