Equinix (EQIX) is not just renting space anymore. It is becoming a key stop on the AI supply chain. That matters. Big tech does not want random data centers. It wants secure, connected, high-performance sites that can handle huge AI workloads.
That is where Equinix keeps winning. Its ties with Nvidia and Cisco only sharpen that story. The company recently said it is partnering with Nvidia (NVDA) and Cisco (CSCO) to help deploy secure AI factories across its global network of data centers.
