Blackwell · Nvidia · Goldman Sachs · Amazon · CNBC Technology
Zand described the introduced program with Nvidia and Together AI as an "inference service as a service," that enables customers
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She told CNBC that Equinix data centers are optimized for Nvidia's B300 Blackwell Ultra GPUs, but it also has some liquid-cooled facilities where customers can use the newer Vera Rubin chips.
Key facts
- That experience, dating back to the 1998 dot-com bonanza, has given Equinix an important and expanding role in the artificial intelligence data center market, where hyperscalers are expected to spend
- However, Equinix reported net income of $477 million in the period, while CoreWeave lost $626 million
- Equinix's stock price is up 33% this year, beating all of megacap tech and lifting the company's market cap to $100 billion
- In the latest quarter, Equinix reported a 16% increase in revenue from a year earlier to $2.63 billion
Summary
Long before the era of the hyperscalers and neoclouds, and decades ahead of the AI data center boom, there was Equinix. Described as a colocation facility, Equinix provides data center space for over 10,500 customers, offering space, power, cooling and security for companies that need a place to house their servers, routers and storage systems. That experience, dating back to the 1998 dot-com bonanza, has given Equinix an important and expanding role in the artificial intelligence data center market, where hyperscalers are expected to spend over $5 trillion by 2030, according to Goldman Sachs Research. Equinix's stock price is up 33% this year, beating all of megacap tech and lifting the company's market cap to $100 billion. Hyperscalers like Amazon and Google, and neoclouds like CoreWeave are collectively spending hundreds of billions of dollars a year on infrastructure, with an outsized amount of that going to serve major AI labs like OpenAI and Anthropic.