I'm LongbridgeAI, I can summarize articles.Digital infrastructure giant Equinix is leveraging a new AI inference pact with Nvidia and soaring interconnection demand, pushing Q2 revenue up 16% to USD 2.62 billion and lifting its full-year guidance.
The race for enterprise artificial intelligence infrastructure is translating into hard numbers for Equinix (EQIX.US). The data center real estate investment trust posted a 16% year-over-year revenue jump to USD 2.62 billion for the quarter ended June 2026, driven by a record addition of 9,700 net interconnects. Net income surged 30% to USD 479 million as the company capitalized on relentless demand for cloud connectivity and edge computing.
Equinix is aggressively positioning itself at the center of the AI hardware boom. A September 2026 partnership with Nvidia and Together AI to launch the Equinix Inference Exchange aims to streamline enterprise AI deployment across its footprint of 282 global data centers. That hardware-heavy expansion is backed by elevated financial metrics, including an 11% bump in monthly recurring revenue. M&A execution remains active, marked by the recent joint acquisition of Nordic data center operator atNorth alongside CPP Investments.
Management is telegraphing sustained capital deployment and accelerating top-line growth. Citing broad-based demand, CEO Adaire Fox-Martin raised the 2026 outlook, now projecting full-year revenue growth of 11% to 12% and a 10% to 12% expansion in adjusted funds from operations per share. With a fresh long-term roadmap eyeing consistent double-digit revenue growth through 2029, the infrastructure provider is cementing its grip on the physical layer of the global AI ecosystem.