$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.

BMO Capital Markets highlights data center stocks facing development risks due to election results. DLR, EQIX, and CSQR are noted as well-positioned, with strong pricing trends and low vacancy rates. DLR trades at $180.25, EQIX at $1,014.40, and CSQR at $14.30, all with Outperform ratings.

Singapore's Senior Minister Tan Kiat How highlighted the political and sustainability challenges facing the data centre sector. He emphasized collaboration between industry and government for sustainable growth. Equinix, a Nasdaq-listed company, launched its sixth data centre in Singapore, SG6, with a $290 million investment. The project adheres to Singapore's sustainability requirements, including green energy use and water efficiency.

Equinix opened its sixth data center in Singapore, SG6, featuring liquid cooling and renewable energy. The facility supports AI and digital services, aligning with the company's net-zero emissions goal by 2040. Equinix invested approximately $300 million in SG6 and plans a Co-Innovation Facility with the National University of Singapore.

Equinix (EQIX) opened SG6, its sixth data center in Singapore, designed for AI, high-performance computing, and sustainability. The facility features liquid cooling, renewable energy, and global connectivity, with an initial investment of $290M. It expands Equinix's global footprint to over 280 data centers, supporting AI-driven economy demands.

BMO Capital notes that Digital Realty (DLR) faces higher development risks due to midterm election results in key states, but its diversified land bank may mitigate this. Equinix (EQIX) and Csquare (CSQR) are seen as less exposed. BMO maintains Outperform ratings on all three.

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.

BMO Capital raised its price target for Equinix (EQIX) to $1,250, citing strong demand, 12% new-deal pricing growth, and 11.8% revenue growth. The firm sees upside potential and margin expansion. EQIX reported Q3 earnings of $4.93 per share, beating estimates, and Q4 adjusted funds from operations of $11.64 per share, 10% above expectations. Mizuho and Raymond James also maintain positive ratings and targets.

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.