Lin Jonathan sold $159K of EQIX

UBS estimates 30% of U.S. data-center capacity planned for 2028 may be at risk, impacting AI-related companies like NVIDIA (NVDA). NVIDIA's growth depends on new data centers, with Q2 2027 Data Center revenue at $89.023B, up 117% YoY. Shares fell 21.4% over the past month. Broadcom (AVGO) and others also cited supply constraints. Analysts debate NVIDIA's revenue estimates for 2028, ranging from $506.483B to $778.471B.

Equinix, a US data centre company, opened its sixth Singapore facility, SG6, with a $290 million investment. The 8MW capacity centre, part of Singapore's DC-CFA initiative, is expected to reach 20MW. Equinix plans a Co-Innovation Facility with NUS to focus on liquid cooling and battery storage. The company's Asia-Pacific president cited AI and cloud growth as drivers. Singapore's government highlighted the need for sustainable, interconnected data centre infrastructure.

Equinix (EQIX) reported record Q3 bookings of $533M, up 35% YoY, exceeding Mizuho's estimate. Mizuho reiterated its Outperform rating and $1,275 price target, citing strong AI infrastructure demand. The company's capacity expansion and diversified portfolio were highlighted as growth drivers.

CIBC maintained a Buy rating on Equinix (EQIX) with a $1,200 price target. TD Cowen also issued a Buy, while Barclays kept a Hold rating. Equinix reported Q3 revenue of $2.57B and net profit of $489M, up from $2.32B and $374M respectively last year. Insider sentiment is negative, with recent sales by executives.

Equinix reported record annualized gross bookings of $533m, up 35 percent. CEO Adaire Fox-Martin highlighted double-digit growth in key metrics and raised full-year guidance. The company expects to deliver over 13,000 cabinets in Q4, with 20 percent presold. CFO Olivier Leonetti noted 1.7 percent customer churn and 12 percent year-over-year pricing increases.

Equinix reported Q3 revenue of $2.57B and FFO of $858M, with record $533M in annualized gross bookings, up 35% YoY. The company raised its 2026 revenue forecast to $10.33B-$10.37B. CEO Adaire Fox-Martin noted capacity constraints and strong pricing power due to high demand, particularly from AI and cloud services. Over 13,000 cabinets are expected in Q4, with 20% pre-sold.