Erwanto Khusuma
Gotrade Team
Reviewed by Gotrade Internal Analyst
- Equinix runs around 250 data centers across 70+ metros, with interconnection as its hardest-to-copy moat.
- FFO per share, dividend growth, and capital recycling matter more than headline revenue for any data center REIT.
- EQIX fits an income-plus-growth sleeve, not a pure yield bucket, given its 2-3% yield and AI-driven growth runway.
Artificial intelligence is rewriting the rules of digital infrastructure. Every inference call, every model update, and every cloud workload needs a physical home.
That physical home is increasingly a data center owned by a real estate investment trust. Among them, Equinix sits at the very top of the global stack.
EQIX is not the cheapest…
