How Equinix has found a niche in the multitrillion-dollar AI data center boom
- ID
- 20938
- Status
- summarized
- Published
- 03 Sep 2026, 6:49 AM
- Fetched
- 03 Sep 2026, 7:51 AM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/09/02/equinix-partners-with-nvidia-carves-niche-in-ai-data-center-boom.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 4.0
- Created
- 03 Sep 2026, 7:51 AM
- Tags
- Audience
- developersai_ml_learnerssaas_founders
What happened
Equinix, a legacy colocation provider with 10,500 customers, announced a partnership with Nvidia that lets customers run AI models on the open-source cloud platform Together AI. Equinix shares are up 33% year-to-date with a $100B market cap, positioning itself as a flexible alternative to hyperscalers and neoclouds in the AI data center buildout.
Why it matters
If you're evaluating where to deploy AI workloads, the Equinix-Nvidia-Together AI combination offers a colocation-based path that avoids hyperscaler lock-in—but the article lacks pricing, availability regions, or technical specs, so no concrete decision can be made yet. For Malaysian builders, there's no mention of Southeast Asian data center availability, so relevance depends on whether Equinix's existing SG facilities support this offering.
Discussion angle
Whether colocation-plus-Nvidia partnerships like this matter for Southeast Asian builders who already have AWS/Azure/GCP regions in Singapore, or whether this is purely a US enterprise play.